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Name Holding Trade Value Shares
Change
Change in
Stake
BLC
576
Brown, Lisle/Cummings
Rhode Island
$601K
CAG
577
Csenge Advisory Group
Florida
$599K +$29.3K +56 +5%
MGWM
578
Marks Group Wealth Management
Minnesota
$597K -$137K -262 -19%
BFS
579
Bard Financial Services
Connecticut
$593K +$7.86K +15 +1%
CF
580
Centaurus Financial
California
$591K +$219K +419 +63%
FT
581
Fiduciary Trust
Massachusetts
$587K -$77.5K -148 -12%
AO
582
Advisor OS
Illinois
$587K +$5.24K +10 +0.9%
MPPW
583
Mitchell & Pahl Private Wealth
Oklahoma
$584K +$17.3K +33 +3%
AFC
584
AFT Forsyth & Company
Florida
$578K -$41.9K -80 -7%
Thrivent Financial for Lutherans
585
Thrivent Financial for Lutherans
Minnesota
$574K -$28.3K -54 -5%
WSCM
586
Wellington Shields Capital Management
New York
$574K
CWM
587
CIBC World Markets
New York
$574K +$550K +1,050 New
LNC
588
Lincoln National Corp
Pennsylvania
$570K +$95.3K +182 +21%
AIA
589
Arbor Investment Advisors
North Carolina
$565K +$542K +1,034 New
HFM
590
Harvest Fund Management
China
$562K +$118K +225 +28%
CCG
591
Cloverfields Capital Group
Minnesota
$562K -$91.1K -174 -14%
WJWM
592
Williams Jones Wealth Management
New York
$560K
PM
593
Parametrica Management
Hong Kong
$557K -$576K -1,100 -52%
VFA
594
Valeo Financial Advisors
Indiana
$550K +$271K +517 +106%
FTA
595
Financial & Tax Architects
Missouri
$549K -$144K -274 -24%
CCM
596
CAAS Capital Management
New York
$546K -$11.6M -22,200 -96%
GPCM
597
Granite Point Capital Management
Massachusetts
$546K
JFG
598
Jefferies Financial Group
New York
$546K +$524K +1,000 New
HPWA
599
Hall Private Wealth Advisors
North Carolina
$546K +$258K +493 +97%
AIA
600
Alera Investment Advisors
Illinois
$545K +$22K +42 +4%