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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1701
Lake Street Advisors Group
New Hampshire
$552K -$538K -10,172 -50%
ACP
1702
Aveo Capital Partners
Colorado
$552K -$21.9K -413 -4%
HR
1703
Howe & Rusling
New York
$552K +$133K +2,522 +32%
EM
1704
ELCO Management
New York
$551K
HPWM
1705
Highland Private Wealth Management
Washington
$551K +$32.2K +608 +6%
BCP
1706
Berkeley Capital Partners
Georgia
$549K -$313K -5,904 -36%
CA
1707
Capital Advantage
California
$548K -$175K -3,297 -24%
WC
1708
Weil Company
California
$547K -$17K -321 -3%
BA
1709
Bristol Advisors
Pennsylvania
$545K -$1.01M -19,100 -65%
Rockefeller Capital Management
1710
Rockefeller Capital Management
New York
$545K -$67.8K -1,280 -11%
PFC
1711
Phocas Financial Corp
California
$545K
NEIRG
1712
New England Investment & Retirement Group
Massachusetts
$542K +$1.48K +28 +0.3%
CPA
1713
Capital Planning Advisors
California
$539K +$535K +10,099 New
PGWM
1714
Parisi Gray Wealth Management
New Jersey
$534K
JFA
1715
Johanson Financial Advisors
California
$533K +$5.4K +102 +1%
CNAM
1716
Campbell Newman Asset Management
Wisconsin
$532K
SAA
1717
Southeast Asset Advisors
Georgia
$531K +$635 +12 +0.1%
Point72 Asset Management
1718
Point72 Asset Management
Connecticut
$529K -$7.94M -150,099 -94%
ORI
1719
Oak Ridge Investments
Illinois
$525K +$36.4K +687 +8%
AAM
1720
AMI Asset Management
California
$524K +$53 +1 +0%
HEIP
1721
Hudson Edge Investment Partners
New Jersey
$523K
SCM
1722
Stellar Capital Management
Arizona
$523K
CBA
1723
Coastal Bridge Advisors
Connecticut
$522K -$741 -14 -0.1%
FBP
1724
Flippin Bruce & Porter
Virginia
$521K -$7.94K -150 -2%
MPIA
1725
Mountain Pacific Investment Advisers
Idaho
$518K