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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1901
SSI Investment Management
California
$725K -$3.62K -60 -0.5%
SRC
1902
Shufro Rose & Co
New York
$724K -$26.2K -434 -4%
SIC
1903
Samalin Investment Counsel
New York
$723K +$711K +11,788 New
TSS
1904
Two Sigma Securities
New York
$722K +$330K +5,466 +87%
AI
1905
Accredited Investors
Minnesota
$721K +$94.8K +1,572 +15%
VA
1906
Valmark Advisers
Ohio
$720K -$45.7K -757 -6%
CC
1907
Cedar Capital
Illinois
$720K +$16.9K +280 +2%
OEP
1908
Ocean Endowment Partners
Illinois
$720K +$707K +11,725 New
EAM
1909
Evanson Asset Management
California
$719K +$362 +6 +0.1%
NIM
1910
NuWave Investment Management
New Jersey
$719K +$49.3K +818 +8%
AWM
1911
Argent Wealth Management
Massachusetts
$718K +$706K +11,697 New
LIM
1912
Lathrop Investment Management
Arkansas
$715K – – –
AAM
1913
AMI Asset Management
California
$715K +$44.4K +736 +7%
BAM
1914
Brave Asset Management
New Jersey
$714K – – –
CHAM
1915
Clear Harbor Asset Management
Connecticut
$713K +$182K +3,020 +35%
SA
1916
Shilanski & Associates
Alaska
$711K -$12.7K -210 -2%
WCM
1917
Windsor Capital Management
Arizona
$709K +$34.4K +571 +5%
SDWIA
1918
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$708K – – –
RPWA
1919
Regent Peak Wealth Advisors
Georgia
$707K +$695K +11,524 New
SIM
1920
Stratos Investment Management
Ohio
$704K +$452K +7,501 +189%
SFWA
1921
Summit Financial Wealth Advisors
Louisiana
$702K -$66.1K -1,096 -9%
KA
1922
KLCM Advisors
Wisconsin
$695K -$13K -215 -2%
CAN
1923
Claraphi Advisory Network
United States
$695K +$19.4K +321 +3%
LF
1924
LifeSteps Financial
California
$695K +$683K +11,317 New
TCMG
1925
TSP Capital Management Group
New Jersey
$691K – – –