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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
601
Allred Capital Management
Texas
$775K +$24.4K +38 +3%
LNC
602
Lincoln National Corp
Pennsylvania
$772K +$58.4K +91 +9%
CAG
603
Csenge Advisory Group
Florida
$770K +$23.1K +36 +3%
IIC
604
Integrated Investment Consultants
Michigan
$767K -$62.9K -98 -8%
CW
605
CreativeOne Wealth
Kansas
$764K +$214K +334 +42%
EGM
606
Engineers Gate Manager
New York
$762K +$719K +1,120 New
RWA
607
Ropes Wealth Advisors
Massachusetts
$760K +$168K +262 +31%
IWM
608
IHT Wealth Management
Illinois
$760K -$74.5K -116 -9%
WFI
609
West Family Investments
California
$759K
Marshall Wace
610
Marshall Wace
United Kingdom
$758K +$587K +914 +457%
BLC
611
Brown, Lisle/Cummings
Rhode Island
$749K
MGWM
612
Marks Group Wealth Management
Minnesota
$747K +$2.57K +4 +0.4%
VNA
613
Valley National Advisers
Pennsylvania
$746K +$122K +190 +19%
MC
614
Merlin Capital
Rhode Island
$743K -$18K -28 -3%
MPPW
615
Mitchell & Pahl Private Wealth
Oklahoma
$739K +$10.3K +16 +1%
BSAM
616
Blue Square Asset Management
New York
$738K +$696K +1,084 New
AFC
617
AFT Forsyth & Company
Florida
$720K
MIH
618
Meitav Investment House
Israel
$717K -$183K -285 -21%
CWM
619
CIBC World Markets
New York
$717K +$2.57K +4 +0.4%
WSCM
620
Wellington Shields Capital Management
New York
$715K
PIM
621
Penobscot Investment Management
Massachusetts
$705K +$57.8K +90 +10%
AIA
622
Arbor Investment Advisors
North Carolina
$704K
Optiver Holding
623
Optiver Holding
Netherlands
$702K -$10.6M -16,506 -94%
GA
624
Geller Advisors
New York
$698K +$317K +494 +93%
AIA
625
Alera Investment Advisors
Illinois
$698K +$17.3K +27 +3%