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Name Holding Trade Value Shares
Change
Change in
Stake
WP
701
WMS Partners
Maryland
$215K +$4.46K +10 +2%
SWM
702
SeaCrest Wealth Management
New York
$214K -$46.4K -104 -14%
SBSB
703
Sullivan, Bruyette, Speros & Blaney
Virginia
$212K +$1.78K +4 +0.6%
UB
704
UMB Bank
Missouri
$210K +$277K +621 New
CPA
705
Clear Perspective Advisors
Illinois
$209K -$84.3K -189 -23%
ACA
706
Affinity Capital Advisors
California
$209K +$5.35K +12 +2%
ED
707
Exane Derivatives
France
$207K +$274K +614 New
ZIG
708
Zuckerman Investment Group
Illinois
$207K – – –
DI
709
Diligent Investors
California
$207K +$48.1K +108 +21%
WSC
710
Wellington Shields & Co
New York
$206K – – –
CIP
711
Convergence Investment Partners
Florida
$204K -$1.03M -2,304 -79%
EW
712
Evoke Wealth
California
$203K -$11.1K -25 -4%
FCM
713
Firestone Capital Management
Florida
$203K +$2.67K +6 +1%
CLOS
714
Compagnie Lombard Odier SCmA
Switzerland
$202K -$156K -350 -37%
ACI
715
Alpha Cubed Investments
California
$202K -$24.5K -55 -8%
GAG
716
GM Advisory Group
New York
$202K – – –
LCP
717
Legacy Capital Partners
Wisconsin
$202K – – –
MIFH
718
Migdal Insurance & Financial Holdings
Israel
$195K -$8.15M -18,286 -97%
NICM
719
Neo Ivy Capital Management
New York
$195K +$235K +528 +1,035%
QCG
720
Quadrant Capital Group
Ohio
$193K +$49.9K +112 +24%
OPW
721
Oxler Private Wealth
New York
$193K +$256K +575 New
HNB
722
Huntington National Bank
Ohio
$186K – – –
HWM
723
HighMark Wealth Management
Minnesota
$176K – – –
PVH
724
Psagot Value Holdings
Israel
$171K +$226K +506 New
FRA
725
Front Row Advisors
California
$169K – – –