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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$751K +$277K +1,042 +97%
CP
527
CenterBook Partners
Connecticut
$751K -$2.81M -10,561 -83%
AG
528
Ascent Group
Virginia
$746K +$76K +286 +16%
GCM
529
Gladstone Capital Management
United Kingdom
$745K +$292K +1,100 +110%
HI
530
Hudock Inc
Pennsylvania
$738K
BLC
531
Blue Line Capital
Illinois
$726K +$545K +2,048 New
Jennison Associates
532
Jennison Associates
New York
$725K -$49.5K -186 -8%
RSWM
533
Robertson Stephens Wealth Management
California
$720K -$274K -1,029 -34%
KeyBank National Association
534
KeyBank National Association
Ohio
$720K +$8.24K +31 +2%
MFG
535
Merit Financial Group
Georgia
$719K +$157K +590 +41%
PCG
536
Prosperity Consulting Group
Maryland
$717K +$537K +2,021 New
CAM
537
Cidel Asset Management
Ontario, Canada
$716K
HOWA
538
Heritage Oak Wealth Advisors
Florida
$716K +$537K +2,019 New
AIM
539
Advyzon Investment Management
Illinois
$712K +$534K +2,007 New
ZIG
540
Zullo Investment Group
Pennsylvania
$711K +$6.91K +26 +1%
HT
541
Heritage Trust
Oklahoma
$710K -$11.4K -43 -2%
WA
542
Wilmar Advisors
Florida
$709K -$266K -1,000 -33%
CIA
543
Cladis Investment Advisory
Montana
$709K
CA
544
CoreCap Advisors
Michigan
$703K +$331K +1,243 +168%
AC
545
Addison Capital
Pennsylvania
$701K
PWM
546
Purus Wealth Management
California
$697K +$14.9K +56 +3%
DCP
547
DSM Capital Partners
Florida
$688K -$210K -790 -29%
TDB
548
Thompson David Blair
$686K +$514K +1,934 New
MVF
549
Markin Volterra Fund
New York
$683K +$126K +473 +33%
PIA
550
Perennial Investment Advisors
California
$682K +$512K +1,924 New