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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1601
Simon Quick Advisors
New Jersey
$272K -$25.8K -138 -9%
XF
1602
XML Financial
Maryland
$272K +$40.1K +214 +18%
CWA
1603
Clarity Wealth Advisors
California
$271K -$37.4K -200 -13%
VFM
1604
Vivid Financial Management
California
$271K +$7.11K +38 +3%
SIG
1605
Sargent Investment Group
Maryland
$270K +$26.2K +140 +11%
BCM
1606
Beck Capital Management
Texas
$269K +$7.86K +42 +3%
CIP
1607
Capital Insight Partners
Arizona
$268K – – –
GA
1608
Gateway Advisory
New Jersey
$268K +$33.7K +180 +15%
IA
1609
Inspire Advisors
Idaho
$267K -$9.17K -49 -4%
MCM
1610
Mattern Capital Management
Colorado
$267K +$28.8K +154 +13%
HPWM
1611
Highland Private Wealth Management
Washington
$265K +$5.8K +31 +2%
IP
1612
Innovative Portfolios
Indiana
$265K +$250K +1,337 New
DIM
1613
Delta Investment Management
California
$264K +$936 +5 +0.4%
AWA
1614
Acorn Wealth Advisors
Michigan
$263K -$1.68K -9 -0.7%
Boston Partners
1615
Boston Partners
Massachusetts
$260K -$51.9M -277,405 -100%
CAM
1616
Cypress Asset Management
Texas
$260K -$9.36K -50 -4%
GIM
1617
Guild Investment Management
California
$260K +$246K +1,313 New
FA
1618
Fiducient Advisors
Illinois
$259K – – –
MA
1619
MONECO Advisors
Connecticut
$258K +$6.36K +34 +3%
PP
1620
PDS Planning
Ohio
$258K +$244K +1,304 New
HFG
1621
Heron Financial Group
New York
$257K +$6.55K +35 +3%
MC
1622
Matisse Capital
Oregon
$257K +$243K +1,300 New
KPCM
1623
Kings Point Capital Management
New York
$256K +$36.1K +193 +18%
PAA
1624
Peregrine Asset Advisers
Oregon
$256K +$241K +1,290 New
EP
1625
EPIQ Partners
Minnesota
$256K +$242K +1,292 New