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Name Holding Trade Value Shares
Change
Change in
Stake
BLAM
1126
Bourne Lent Asset Management
New York
$257K
GM
1127
GeoWealth Management
Illinois
$257K +$22.6K +469 +9%
CGA
1128
Crescent Grove Advisors
Illinois
$257K +$261K +5,417 New
BPCA
1129
Bank Pictet & Cie (Asia)
Singapore
$255K
CIA
1130
Concurrent Investment Advisors
Florida
$252K +$258K +5,342 New
FDS
1131
First Dallas Securities
Texas
$250K -$12.1K -250 -5%
CT
1132
Colonial Trust
South Carolina
$249K -$917 -19 -0.4%
WG
1133
Welch Group
Alabama
$249K +$4.39K +91 +2%
AWM
1134
Aries Wealth Management
Maine
$248K
FHA
1135
Flagship Harbor Advisors
Massachusetts
$248K +$58.9K +1,220 +30%
WFA
1136
Wellspring Financial Advisors
Ohio
$247K +$724 +15 +0.3%
III
1137
Independent Investors Inc
New York
$246K
PWP
1138
Private Wealth Partners
California
$246K
NHT
1139
New Hampshire Trust
New Hampshire
$243K +$2.99K +62 +1%
WSCM
1140
Wellington Shields Capital Management
New York
$242K -$95.4K -1,976 -28%
PI
1141
Pettee Investors
Connecticut
$242K -$19.4K -402 -7%
ETC
1142
Exchange Traded Concepts
Oklahoma
$241K +$30.6K +633 +14%
PCM
1143
Permanent Capital Management
Illinois
$241K +$341K +7,064 New
C
1144
Certuity
Florida
$240K -$14.6K -303 -6%
BW
1145
Bison Wealth
Georgia
$239K
AWA
1146
Arete Wealth Advisors
Illinois
$238K +$243K +5,031 New
BWIA
1147
Bryant Woods Investment Advisors
New York
$238K +$3.57K +74 +2%
CI Investments Inc
1148
CI Investments Inc
Ontario, Canada
$237K +$16.9K +351 +8%
RS
1149
Rakuten Securities
Japan
$236K +$233K +4,832 +2,793%
WIA
1150
World Investment Advisors
California
$236K +$242K +5,004 New