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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
751
Squar Milner Financial Services
California
$628K -$291K -2,339 -33%
PWPS
752
Pinnacle Wealth Planning Services
Ohio
$628K -$6.34K -51 -1%
HCM
753
Howland Capital Management
Massachusetts
$626K +$1.24K +10 +0.2%
TCM
754
Tributary Capital Management
Nebraska
$622K -$12.4K -100 -2%
MSAM
755
Moloney Securities Asset Management
Missouri
$620K +$381K +3,063 +189%
GIM
756
Groesbeck Investment Management
New Jersey
$618K +$580K +4,670 New
FAAS
757
First Allied Advisory Services
California
$617K +$35.3K +284 +6%
ETC
758
Exchange Traded Concepts
Oklahoma
$613K +$576K +4,635 New
CL
759
Choreo LLC
Illinois
$610K +$20.5K +165 +4%
HP
760
Hikari Power
Japan
$609K -$547K -4,400 -49%
RCA
761
Resonant Capital Advisors
Wisconsin
$609K +$572K +4,603 New
EWA
762
EP Wealth Advisors
California
$601K +$197K +1,586 +54%
CAM
763
Concorde Asset Management
Michigan
$599K -$9.44K -76 -2%
SIG
764
Sargent Investment Group
Maryland
$599K
GCM
765
Gunderson Capital Management
South Carolina
$598K +$172K +1,382 +44%
WI
766
Wintrust Investments
Illinois
$595K +$55.4K +446 +11%
CRC
767
Curi RMB Capital
Illinois
$594K +$5.34K +43 +1%
BCWM
768
Blue Chip Wealth Management
Florida
$594K +$46.8K +377 +9%
SRC
769
Sage Rhino Capital
California
$593K +$107K +865 +25%
GT
770
Greenleaf Trust
Michigan
$591K -$16.3K -131 -3%
GIA
771
Gateway Investment Advisers
Ohio
$590K -$61.9K -498 -10%
VFA
772
Valeo Financial Advisors
Indiana
$589K +$12.6K +101 +2%
OWD
773
Osborn Williams & Donohoe
Ohio
$588K +$308K +2,475 +126%
CK
774
Cohen Klingenstein
New York
$586K
DAM
775
Delta Asset Management
Tennessee
$583K -$8.33K -67 -1%