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Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
501
B. Metzler seel. Sohn & Co
Germany
$679K -$460K -7,315 -47%
DT
502
Diversified Trust
Tennessee
$665K +$222K +3,532 +77%
CPBTD
503
Central Pacific Bank - Trust Division
Hawaii
$658K +$514K +8,178 New
Wealth Enhancement Advisory Services
504
Wealth Enhancement Advisory Services
Minnesota
$657K +$506K +8,050 New
GCP
505
GSA Capital Partners
United Kingdom
$645K +$496K +7,898 New
IFG
506
Independent Financial Group
California
$641K +$218K +3,474 +79%
LFAS
507
Level Four Advisory Services
Texas
$638K +$17.5K +278 +2%
RIM
508
Redwood Investment Management
Arizona
$638K +$491K +7,815 New
DWM
509
Dynasty Wealth Management
Florida
$637K +$490K +7,794 New
FMLI
510
Fukoku Mutual Life Insurance
Japan
$634K -$43K -685 -8%
PFA
511
Petra Financial Advisors
Colorado
$633K +$493K +7,852 New
MIM
512
MetLife Investment Management
New Jersey
$631K +$1.19K +19 +0.2%
AT
513
American Trust
Kentucky
$631K +$486K +7,729 New
NL
514
NKCFO LLC
Illinois
$613K +$471K +7,500 New
PP
515
Paloma Partners
Connecticut
$606K +$466K +7,419 New
Capstone Investment Advisors
516
Capstone Investment Advisors
New York
$601K +$462K +7,359 New
AC
517
ASB Consultores
Florida
$600K +$462K +7,349 New
SPA
518
Sherbrooke Park Advisers
New York
$596K +$458K +7,297 New
DWA
519
Delap Wealth Advisory
Oregon
$585K +$450K +7,166 New
YCG
520
Yeomans Consulting Group
Georgia
$584K +$449K +7,152 New
WAM
521
Wolverine Asset Management
Illinois
$572K -$2.32M -37,000 -84%
SMH
522
Sanders Morris Harris
Texas
$572K
GC
523
Globeflex Capital
California
$567K
JFG
524
Jefferies Financial Group
New York
$566K +$436K +6,935 New
PWS
525
Precision Wealth Strategies
Missouri
$565K -$201K -3,201 -32%