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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
851
Cornerstone Planning Group
New Jersey
$47.4K -$28.7K -84 -40%
OP
852
ORG Partners
Indiana
$47K +$7.86K +23 +20%
CIP
853
Castlefield Investment Partners
$45.8K +$45.5K +133 New
UOTTAIMCU
854
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$45.5K +$45.1K +132 New
UCB
855
United Community Bank
South Carolina
$43.1K +$42.7K +125 New
SS
856
Sunbelt Securities
Texas
$41.7K -$3.76K -11 -8%
BOTPPF
857
Board of the Pension Protection Fund
United Kingdom
$41.4K -$164K -480 -80%
SWM
858
Spire Wealth Management
Virginia
$38.6K -$9.92K -29 -21%
QC
859
Quent Capital
New York
$37.6K +$1.37K +4 +4%
MCM
860
Manchester Capital Management
Vermont
$36.5K +$21.9K +64 +152%
UB
861
UMB Bank
Missouri
$36.2K +$6.84K +20 +24%
AGWCA
862
Annis Gardner Whiting Capital Advisors
Florida
$36.2K +$9.57K +28 +36%
SIM
863
Sentry Investment Management
Wisconsin
$36K – – –
RF
864
Robinswood Financial
Washington
$35.9K +$342 +1 +1%
QA
865
Quattro Advisors
Pennsylvania
$35.2K +$34.9K +102 New
RA
866
Ransom Advisory
Rhode Island
$34.5K – – –
DIP
867
DT Investment Partners
Pennsylvania
$33.4K – – –
NS
868
NBC Securities
Alabama
$32.7K – – –
MA
869
Montag & Associates
Georgia
$32.7K +$25K +73 +332%
GLF
870
Groupe la Francaise
France
$31K – – –
TWD
871
True Wealth Design
Ohio
$30K +$8.21K +24 +38%
CT
872
Colonial Trust
South Carolina
$28.9K – – –
KFAS
873
Keating Financial Advisory Services
Kansas
$28.3K +$28K +82 New
GA
874
GoalVest Advisory
New York
$27.9K +$27.7K +81 New
PCFFS
875
Pacific Center for Financial Services
California
$27.7K – – –