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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
476
Gryphon Financial Partners
Ohio
$419K +$298K +4,969 +45%
HSA
477
HBK Sorce Advisory
Pennsylvania
$417K +$367K +6,113 New
JWCA
478
J.W. Cole Advisors
Florida
$411K +$83.2K +1,386 +30%
CCM
479
Carlson Capital Management
Minnesota
$410K -$240K -4,000 -40%
TPA
480
Trivium Point Advisory
Connecticut
$409K -$4.74K -79 -1%
LJAC
481
L.J. Altfest & Co
New York
$409K +$44.4K +740 +14%
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$403K +$21K +350 +6%
CC
483
Centiva Capital
New York
$402K +$341K +5,688 +2,696%
AIA
484
Avalon Investment & Advisory
Texas
$397K +$349K +5,819 New
BCM
485
BTC Capital Management
Iowa
$392K -$214K -3,563 -38%
Northwestern Mutual Wealth Management
486
Northwestern Mutual Wealth Management
Wisconsin
$390K -$288K -4,793 -46%
GAG
487
GM Advisory Group
New York
$389K +$12K +200 +4%
MW
488
Marcum Wealth
Ohio
$386K
BSW
489
Buckingham Strategic Wealth
Missouri
$386K +$1.62K +27 +0.5%
LSWM
490
Lorne Steinberg Wealth Management
Canada
$385K
AWS
491
Arkfeld Wealth Strategies
Nebraska
$377K -$1.26K -21 -0.3%
SP
492
Successful Portfolios
Florida
$374K +$5.16K +86 +2%
MFW
493
Meristem Family Wealth
Minnesota
$364K +$30.1K +501 +10%
DP
494
DDD Partners
Washington
$363K +$25.3K +422 +9%
SAM
495
S.A. Mason
Michigan
$361K -$6K -100 -2%
Credit Agricole
496
Credit Agricole
France
$361K
GKWIM
497
Gerber Kawasaki Wealth & Investment Management
California
$356K +$31.8K +530 +11%
QCG
498
Quadrant Capital Group
Ohio
$356K +$122K +2,031 +64%
PMAM
499
Picton Mahoney Asset Management
Ontario, Canada
$355K +$312K +5,200 New
SDAM
500
Shulman DeMeo Asset Management
New York
$351K