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Name Holding Trade Value Shares
Change
Change in
Stake
V
676
Veritable
Delaware
$990K +$36.5K +250 +4%
PWA
677
Phoenix Wealth Advisors
North Carolina
$979K -$107K -730 -9%
EWM
678
Empirical Wealth Management
Washington
$975K -$2.92K -20 -0.3%
SBH
679
Segall Bryant & Hamill
Illinois
$966K +$313K +2,140 +44%
LSC
680
Lyon Street Capital
California
$964K +$1.02M +7,000 New
MFS
681
Monetta Financial Services
Illinois
$964K +$1.02M +7,000 New
MMPW
682
Mitchell McLeod Pugh & Williams
Alabama
$961K +$203K +1,390 +25%
SIG
683
Sargent Investment Group
Maryland
$951K +$48.2K +330 +5%
F4L
684
Fortune 45 LLC
Louisiana
$951K +$1.01M +6,910 New
CS
685
Comerica Securities
Michigan
$946K -$11.7K -80 -1%
BCM
686
Bienville Capital Management
New York
$941K – – –
IAIM
687
International Assets Investment Management
Florida
$938K +$95K +650 +11%
PFO
688
Pathstone Family Office
New Jersey
$936K +$621K +4,250 +167%
CCM
689
Coldstream Capital Management
Washington
$916K +$101K +690 +12%
BPA
690
Beacon Pointe Advisors
California
$908K +$260K +1,780 +37%
PF
691
Phoenix Financial
Israel
$908K +$950K +6,500 New
Koshinski Asset Management
692
Koshinski Asset Management
Illinois
$901K -$55.5K -380 -5%
AIA
693
Angeles Investment Advisors
California
$895K -$587K -4,020 -38%
CA
694
Calton & Associates
Florida
$895K -$140K -960 -13%
NB
695
Nicolet Bankshares
Wisconsin
$893K +$2.92K +20 +0.3%
VA
696
Valmark Advisers
Ohio
$893K +$17.5K +120 +2%
SGA
697
Seaport Global Advisors
Massachusetts
$893K +$947K +6,480 New
NAM
698
NorthCrest Asset Manangement
Minnesota
$884K +$938K +6,420 New
PCM
699
Prelude Capital Management
New York
$883K -$1.06M -7,240 -53%
MCM
700
Mitchell Capital Management
Kansas
$883K +$411K +2,810 +78%