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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$828K +$474K +4,275 +131%
ECP
777
Epacria Capital Partners
Colorado
$823K – – –
PWAM
778
Pinnacle West Asset Management
Wyoming
$817K -$24.9K -225 -3%
Miracle Mile Advisors
779
Miracle Mile Advisors
California
$816K -$39.2K -354 -5%
WC
780
Westerkirk Capital
$812K -$55.4K -500 -6%
Citizens Financial Group
781
Citizens Financial Group
Rhode Island
$806K -$308K -2,778 -27%
Exchange Traded Concepts
782
Exchange Traded Concepts
Oklahoma
$802K +$286K +2,576 +54%
Gradient Investments
783
Gradient Investments
Minnesota
$789K -$1.44K -13 -0.2%
IIM
784
Ipswich Investment Management
Massachusetts
$786K -$16.4K -148 -2%
FCP
785
Fidelis Capital Partners
Florida
$776K -$4.1K -37 -0.5%
PIM
786
Plato Investment Management
Australia
$774K – – –
KP
787
Keel Point
Alabama
$774K -$116K -1,047 -13%
MMG
788
Monetary Management Group
Missouri
$773K – – –
Ameritas Advisory Services
789
Ameritas Advisory Services
Nebraska
$773K -$62.3K -562 -7%
SIA
790
Soltis Investment Advisors
Utah
$772K +$16.2K +146 +2%
NHT
791
New Hampshire Trust
New Hampshire
$771K – – –
EWM
792
Echo Wealth Management
Minnesota
$771K – – –
Independent Financial Group
793
Independent Financial Group
California
$770K +$52.6K +475 +7%
Eastern Bank
794
Eastern Bank
Massachusetts
$770K -$16.6K -150 -2%
FWM
795
ForthRight Wealth Management
Georgia
$766K -$22.2K -200 -3%
CPWA
796
Cerro Pacific Wealth Advisors
California
$763K -$82K -740 -10%
PTC
797
Private Trust Company
Ohio
$761K -$59.2K -534 -7%
PCA
798
Prosperity Capital Advisors
Ohio
$758K +$2.22K +20 +0.3%
MC
799
Moors & Cabot
Massachusetts
$751K -$13.9K -125 -2%
LOAMS
800
Lombard Odier Asset Management (Switzerland)
Switzerland
$750K +$757K +6,832 New