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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
251
Next Financial Group
Texas
$506K -$96K -2,007 -15%
PVWM
252
Point View Wealth Management
New Jersey
$503K -$5.88K -123 -1%
QI
253
Qtron Investments
Massachusetts
$489K +$201K +4,200 +60%
GI
254
GAMCO Investors
Connecticut
$479K -$33.5K -700 -6%
LSAG
255
Lake Street Advisors Group
New Hampshire
$479K +$232K +4,858 +80%
SGI
256
Summit Global Investments
Utah
$478K -$303K -6,341 -37%
CIP
257
Cornerstone Investment Partners
Georgia
$477K – – –
CG
258
Caprock Group
Idaho
$472K +$48.2K +1,007 +10%
HPC
259
HM Payson & Co
Maine
$471K -$490K -10,231 -49%
AAM
260
Augustine Asset Management
Florida
$463K +$53.2K +1,112 +12%
ACM
261
Ategra Capital Management
Virginia
$460K – – –
B
262
Bailard
California
$460K +$504K +10,529 New
CPA
263
Court Place Advisors
Maryland
$456K – – –
AIA
264
Avalon Investment & Advisory
Texas
$455K +$498K +10,398 New
BRWA
265
B. Riley Wealth Advisors
Florida
$448K -$12.2K -255 -2%
CAM
266
Cidel Asset Management
Ontario, Canada
$439K +$106K +2,220 +28%
ACI
267
AMP Capital Investors
Australia
$439K +$470K +9,819 New
HC
268
Henshaw Capital
Massachusetts
$438K -$205K -4,290 -30%
CCM
269
Cribstone Capital Management
Maine
$425K -$27.3K -570 -6%
PAMG
270
Patton Albertson Miller Group
Tennessee
$417K – – –
TCOV
271
Trust Company of Vermont
Vermont
$403K -$31.8K -664 -7%
ASN
272
Advisory Services Network
Georgia
$399K -$1.58K -33 -0.4%
SCM
273
Stonebridge Capital Management
California
$395K -$76.6K -1,600 -15%
KWMG
274
King Wealth Management Group
Florida
$393K +$431K +9,000 New
ISL
275
Ingalls & Snyder LLC
New York
$392K – – –