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Name Holding Trade Value Shares
Change
Change in
Stake
QLSGSCF
651
Quent Long Short Global Small Cap Fund
New York
$219K +$191K +1,540 New
CAG
652
Crestwood Advisors Group
Massachusetts
$219K +$191K +1,538 New
FMC
653
First Merchants Corp
Indiana
$213K +$186K +1,500 New
NSAM
654
North Star Asset Management
Wisconsin
$213K +$186K +1,500 New
GTAM
655
Global Trust Asset Management
Florida
$212K -$49.5K -400 -21%
PAG
656
Poinciana Advisors Group
Florida
$210K +$183K +1,476 New
IAS
657
Insigneo Advisory Services
Florida
$208K -$103K -832 -36%
PFS
658
Prospera Financial Services
Texas
$208K -$519K -4,188 -74%
BIM
659
Barton Investment Management
Pennsylvania
$208K +$181K +1,460 New
GIA
660
GHP Investment Advisors
Colorado
$208K +$10.7K +86 +6%
DWM
661
Dynasty Wealth Management
Florida
$208K +$181K +1,459 New
MAS
662
Meeder Advisory Services
Ohio
$203K +$177K +1,429 New
SPIA
663
Steward Partners Investment Advisory
New York
$189K +$131K +1,060 +391%
MCI
664
MRP Capital Investments
Georgia
$185K +$161K +1,300 New
MCM
665
MV Capital Management
Maryland
$174K -$4.83K -39 -3%
LWCFA
666
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$173K – – –
KAS
667
Kemnay Advisory Services
New York
$163K +$142K +1,146 New
LS
668
Livforsakringsbolaget Skandia
Sweden
$156K – – –
EWA
669
EverSource Wealth Advisors
Alabama
$154K -$5.82K -47 -4%
1IA
670
1620 Investment Advisors
Massachusetts
$153K – – –
HIP
671
HUB Investment Partners
Texas
$143K +$25.8K +208 +26%
BTI
672
Blue Trust Inc
Georgia
$139K +$55.4K +447 +84%
CI
673
CX Institutional
Indiana
$128K +$18.7K +151 +20%
C
674
Covestor
United Kingdom
$126K +$21.3K +172 +24%
CPBTD
675
Central Pacific Bank - Trust Division
Hawaii
$126K -$37.9K -306 -26%