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Name Holding Trade Value Shares
Change
Change in
Stake
PP
901
Paloma Partners
Connecticut
$247K -$167K -5,276 -40%
IAIM
902
International Assets Investment Management
Florida
$244K -$52.6K -1,658 -18%
CIBC Private Wealth Group
903
CIBC Private Wealth Group
Georgia
$240K +$240K +7,570 New
SF
904
Synovus Financial
Georgia
$240K -$31.6K -995 -12%
HS
905
HighVista Strategies
Massachusetts
$239K +$239K +7,530 New
LCS
906
Levin Capital Strategies
New York
$238K +$238K +7,500 New
SFG
907
Synergy Financial Group
California
$238K +$238K +7,495 New
SP
908
Successful Portfolios
Florida
$237K +$237K +7,483 New
PWM
909
Perigon Wealth Management
California
$235K +$236K +7,428 New
AWS
910
Aspen Wealth Strategies
Colorado
$235K +$236K +7,425 New
SMC
911
Smith, Moore & Co
Missouri
$235K +$235K +7,402 New
PWPS
912
Pinnacle Wealth Planning Services
Ohio
$234K +$234K +7,379 New
CCA
913
Cora Capital Advisors
New Jersey
$234K +$234K +7,371 New
KCM
914
Kennicott Capital Management
California
$233K +$233K +7,349 New
HA
915
Harbor Advisors
Florida
$231K -$213K -6,702 -48%
CAG
916
Csenge Advisory Group
Florida
$230K +$230K +7,256 New
WAP
917
Wealthcare Advisory Partners
Pennsylvania
$225K +$225K +7,083 New
YMRC
918
Yorktown Management & Research Company
Virginia
$224K +$225K +7,080 New
TC
919
Telemus Capital
Michigan
$224K -$224K -7,049 -50%
OPS
920
Orion Portfolio Solutions
Nebraska
$224K -$192K -6,046 -46%
BCI
921
Brinker Capital Investments
Pennsylvania
$224K +$224K +7,068 New
BTWM
922
Baker Tilly Wealth Management
Wisconsin
$222K +$222K +7,006 New
BWP
923
BSW Wealth Partners
Colorado
$222K +$222K +6,990 New
OTL
924
Oak Thistle LLC
New York
$220K +$220K +6,942 New
BPC
925
Banque Pictet & Cie
Switzerland
$220K +$220K +6,937 New