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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2151
Oxford Financial Group
Indiana
$363K +$362K +9,769 New
BOS
2152
Bank of Stockton
California
$363K -$37K -999 -9%
D
2153
Diversified
Delaware
$363K -$5.29K -143 -1%
HFM
2154
Hartford Funds Management
Pennsylvania
$363K +$21.8K +589 +6%
AWG
2155
Altus Wealth Group
Colorado
$363K -$18K -487 -5%
DWM
2156
Darwin Wealth Management
Florida
$362K -$7.03K -190 -2%
IP
2157
Intellectus Partners
California
$361K -$16.2K -438 -4%
SCM
2158
Silvant Capital Management
Georgia
$360K – – –
LWM
2159
LJI Wealth Management
Indiana
$360K +$41K +1,107 +13%
WF
2160
Wayfinding Financial
Washington
$358K +$17.4K +471 +5%
CM
2161
Cohanzick Management
New York
$356K – – –
RGC
2162
Roberts, Glore & Co
Illinois
$354K -$4.66K -126 -1%
CSS
2163
Cubist Systematic Strategies
Connecticut
$353K -$913K -24,665 -72%
HBT
2164
Heartland Bank & Trust
Illinois
$352K -$40.7K -1,100 -10%
PGWM
2165
Pitti Group Wealth Management
New York
$350K +$3.85K +104 +1%
BFA
2166
Beaumont Financial Advisors
Massachusetts
$349K -$25.1K -677 -7%
RPCONE
2167
Retirement Planning Company of New England
Rhode Island
$348K -$34.7K -937 -9%
IAIM
2168
Industrial Alliance Investment Management
Quebec, Canada
$348K -$9.12M -246,431 -96%
SFG
2169
StrategIQ Financial Group
Indiana
$347K -$9.62K -260 -3%
PCM
2170
Perritt Capital Management
Illinois
$346K – – –
EIP
2171
Ellis Investment Partners
Pennsylvania
$345K +$26.6K +720 +8%
RA
2172
Rational Advisors
New York
$345K -$390K -10,533 -53%
MHIC
2173
Marble Harbor Investment Counsel
Massachusetts
$345K – – –
GA
2174
Greytown Advisors
Florida
$345K -$3.4K -92 -1%
RWA
2175
Redmont Wealth Advisors
Illinois
$344K – – –