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Name Holding Trade Value Shares
Change
Change in
Stake
DLA
776
Douglas Lane & Associates
New York
$232K +$226K +2,270 New
VFA
777
Valeo Financial Advisors
Indiana
$230K -$570K -5,730 -72%
CAM
778
CenterStar Asset Management
Illinois
$230K
RCA
779
Resonant Capital Advisors
Wisconsin
$229K -$159K -1,600 -42%
FNC
780
First National Corp
Massachusetts
$229K
CFB
781
Cullen/Frost Bankers
Texas
$221K +$215K +2,160 New
NDSI
782
Newman Dignan & Sheerar Inc
Rhode Island
$220K -$10.9K -110 -5%
EWM
783
Evercore Wealth Management
New York
$219K
BCM
784
Bourgeon Capital Management
Connecticut
$218K +$199K +2,000 +1,538%
Marshall Wace
785
Marshall Wace
United Kingdom
$217K -$2.77M -27,910 -93%
HFM
786
Harvest Fund Management
China
$216K -$163K -1,640 -45%
FFG
787
Frisch Financial Group
New York
$215K +$209K +2,100 New
YIA
788
YHB Investment Advisors
Connecticut
$215K +$209K +2,100 New
CF
789
Centaurus Financial
California
$214K -$50.7K -510 -20%
HGWM
790
Horst & Graben Wealth Management
Oregon
$214K +$208K +2,090 New
FAT
791
First American Trust
California
$212K +$206K +2,070 New
PG
792
Pendal Group
Australia
$212K +$206K +2,070 New
CPC
793
Congress Park Capital
New York
$211K +$205K +2,060 New
SFS
794
Summit Financial Strategies
Ohio
$211K +$205K +2,060 New
ARG
795
Advisory Resource Group
Oklahoma
$210K -$18.9K -190 -8%
IGGA
796
Iron Gate Global Advisors
Utah
$209K +$204K +2,050 New
BW
797
Bison Wealth
Georgia
$208K +$202K +2,030 New
FI
798
FormulaFolio Investments
Michigan
$207K +$201K +2,020 New
NPF
799
Norris Perne & French
Michigan
$205K -$298K -3,000 -60%
GG
800
Gleason Group
Kentucky
$205K