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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1501
Ackerman Capital Advisors
Texas
$421K +$417K +4,492 New
BO
1502
BRR OpCo
Ohio
$419K
ITIM
1503
Indiana Trust & Investment Management
Indiana
$419K
MCM
1504
Maryland Capital Management
Maryland
$418K +$85.3K +919 +26%
ED
1505
Exane Derivatives
France
$416K -$278 -3 -0.1%
GLA
1506
Good Life Advisors
Pennsylvania
$411K +$48.1K +518 +14%
GW
1507
GW & Wade
Massachusetts
$410K +$43.6K +470 +12%
CPSAC
1508
Chas P. Smith & Associates (CPS)
Florida
$404K -$20.6K -222 -5%
MIM
1509
Marco Investment Management
Georgia
$403K
BW
1510
Bison Wealth
Georgia
$402K +$3.16K +34 +0.8%
BCM
1511
Bienville Capital Management
New York
$401K +$6.78K +73 +2%
VIA
1512
Vident Investment Advisory
Georgia
$400K -$683K -7,361 -77%
GIP
1513
Greatmark Investment Partners
Georgia
$399K
AWA
1514
Arete Wealth Advisors
Illinois
$399K +$5.2K +56 +1%
HTC
1515
Haverford Trust Company
Pennsylvania
$397K +$29.7K +320 +8%
SIAS
1516
Shine Investment Advisory Services
Colorado
$396K
CWM
1517
Cornerstone Wealth Management
Missouri
$396K +$37.5K +404 +11%
BMM
1518
Buffington Mohr McNeal
Idaho
$396K +$392K +4,227 New
RC
1519
RegentAtlantic Capital
New Jersey
$395K +$11K +119 +3%
MWP
1520
MYCIO Wealth Partners
Pennsylvania
$393K -$533K -5,746 -58%
GLI
1521
Guardian Life Insurance
New York
$392K -$279K -3,002 -42%
MCWS
1522
McKinley Carter Wealth Services
West Virginia
$391K -$1.11K -12 -0.3%
SBSB
1523
Sullivan, Bruyette, Speros & Blaney
Virginia
$386K +$9.19K +99 +2%
CWM
1524
Circle Wealth Management
New Jersey
$382K +$7.8K +84 +2%
WG
1525
Welch Group
Alabama
$377K +$60.7K +654 +19%