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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
701
Avantax Advisory Services
Texas
$749K +$871K +11,324 New
BWAM
702
Boyd Watterson Asset Management
Ohio
$747K -$25.5K -332 -3%
RCG
703
Rock Creek Group
District of Columbia
$747K +$870K +11,307 New
SS
704
Sunbelt Securities
Texas
$736K +$72.5K +942 +9%
ECM
705
Everence Capital Management
Indiana
$735K
PWM
706
Perigon Wealth Management
California
$735K +$571K +7,421 +272%
Hudson Bay Capital Management
707
Hudson Bay Capital Management
Connecticut
$734K +$854K +11,100 New
PAM
708
Premier Asset Management
Illinois
$734K +$854K +11,105 New
CANY
709
Caxton Associates (New York)
New York
$730K +$850K +11,042 New
FDCDDQ
710
Federation des caisses Desjardins du Quebec
Quebec, Canada
$716K -$118K -1,535 -12%
EMG
711
Ellington Management Group
Connecticut
$714K +$139K +1,800 +20%
SCA
712
Snowden Capital Advisors
New York
$713K -$116K -1,507 -12%
WA
713
WBH Advisory
Maryland
$709K -$18.7K -243 -2%
FCFC
714
First Commonwealth Financial Corp
Pennsylvania
$706K -$176K -2,281 -18%
SBIA
715
Sheaff Brock Investment Advisors
Indiana
$703K +$56.9K +739 +7%
LWCFA
716
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$700K -$38.5K -500 -5%
DHFB
717
Dixon Hubard Feinour & Brown
Virginia
$700K +$56.6K +736 +7%
SS
718
Simplicity Solutions
Minnesota
$700K +$142K +1,839 +21%
MCWS
719
McKinley Carter Wealth Services
West Virginia
$696K +$264K +3,432 +48%
TC
720
Telemus Capital
Michigan
$695K -$39.3K -511 -5%
CL
721
CPWM LLC
Washington
$691K -$2.15K -28 -0.3%
HAG
722
HighPoint Advisor Group
Illinois
$690K +$92.9K +1,207 +15%
KRSITF
723
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$682K +$29.2K +379 +4%
AI
724
ArchPoint Investors
Florida
$681K +$220K +2,860 +38%
SFS
725
Sowell Financial Services
Arkansas
$681K +$614K +7,976 +342%