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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1201
Executive Wealth Management
Michigan
$512K +$86.5K +1,245 +21%
CSS
1202
Cubist Systematic Strategies
Connecticut
$509K -$57.3M -825,118 -99%
VW
1203
Vance Wealth
California
$506K +$484K +6,957 New
ZIG
1204
Zuckerman Investment Group
Illinois
$505K -$18.6K -268 -4%
KWM
1205
Kolinsky Wealth Management
New Jersey
$502K +$6.05K +87 +1%
IWA
1206
Icon Wealth Advisors
Texas
$501K +$140K +2,010 +35%
Koshinski Asset Management
1207
Koshinski Asset Management
Illinois
$500K +$297K +4,268 +156%
CP
1208
Canopy Partners
Ohio
$495K -$9.8K -141 -2%
BWP
1209
BSW Wealth Partners
Colorado
$494K -$39.6K -570 -8%
CIM
1210
CIM Investment Management
Pennsylvania
$493K -$6.46K -93 -1%
RWA
1211
Roberts Wealth Advisors
California
$491K
WAAG
1212
Wealth Alliance Advisory Group
Kansas
$490K -$141K -2,023 -23%
CH
1213
Cromwell Holdings
Wyoming
$488K +$467K +6,712 New
AP
1214
Americana Partners
Texas
$486K -$49.6K -714 -10%
C
1215
Certuity
Florida
$485K -$5.98K -86 -1%
LIM
1216
Letson Investment Management
Georgia
$484K
PVI
1217
Pine Valley Investments
New Jersey
$482K +$24.3K +350 +6%
MFG
1218
Merit Financial Group
Georgia
$482K +$2.85K +41 +0.6%
SP
1219
Symmetry Partners
Connecticut
$482K
SMAM
1220
Sugar Maple Asset Management
Wisconsin
$481K
CAM
1221
Cozad Asset Management
Illinois
$481K +$35.4K +510 +8%
CCA
1222
Checchi Capital Advisers
California
$480K -$72.9K -1,049 -14%
CSPIA
1223
Cary Street Partners Investment Advisory
Virginia
$476K +$117K +1,684 +35%
PA
1224
PSI Advisors
Florida
$473K +$33.3K +479 +8%
VWA
1225
Visionary Wealth Advisors
Illinois
$472K +$58.3K +839 +15%