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Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Calton & Associates
Florida
$214K +$197K +632 New
JWS
752
Juncture Wealth Strategies
Arizona
$213K +$196K +628 New
VCA
753
Verdence Capital Advisors
Maryland
$212K +$196K +626 New
IIC
754
Integrated Investment Consultants
Michigan
$205K +$190K +607 New
FIA
755
Foundations Investment Advisors
Arizona
$204K +$177K +566 New
AA
756
Ancora Advisors
Ohio
$203K – – –
HWA
757
HHM Wealth Advisors
Tennessee
$203K – – –
GG
758
Gofen & Glossberg
Illinois
$203K +$187K +600 New
OPW
759
Oxler Private Wealth
New York
$203K +$187K +600 New
SW
760
SlateStone Wealth
Florida
$203K +$187K +600 New
DA
761
DSC Advisors
Illinois
$201K +$185K +593 New
FHC
762
First Heartland Consultants
Missouri
$201K +$185K +593 New
EWA
763
Evolution Wealth Advisors
Florida
$195K -$95.6K -306 -35%
JIR
764
James Investment Research
Ohio
$188K +$80.9K +259 +88%
SPIA
765
Steward Partners Investment Advisory
New York
$184K +$36.6K +117 +27%
RFA
766
Reilly Financial Advisors
California
$181K -$7.81K -25 -4%
IAIM
767
International Assets Investment Management
Florida
$176K +$163K +521 New
GCM
768
Gables Capital Management
Florida
$161K -$195K -625 -57%
MCM
769
Manchester Capital Management
Vermont
$154K +$11.2K +36 +9%
AAP
770
Arax Advisory Partners
Colorado
$154K +$31.9K +102 +29%
OSAM
771
O'Shaughnessy Asset Management
Connecticut
$144K +$62.2K +199 +88%
GC
772
Garde Capital
Washington
$135K +$125K +400 New
OIM
773
Oder Investment Management
California
$135K +$125K +400 New
ED
774
Exane Derivatives
France
$132K +$121K +388 +12,933%
LOIM
775
Liberty One Investment Management
Illinois
$126K +$10.3K +33 +10%