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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
551
Morse Asset Management
Connecticut
$2.91M +$2.95M +17,052 New
LAI
552
Legal Advantage Investments
California
$2.87M -$6.92K -40 -0.2%
RPCONE
553
Retirement Planning Company of New England
Rhode Island
$2.83M +$183K +1,055 +7%
VIA
554
Victrix Investment Advisors
Florida
$2.82M -$87.2K -504 -3%
CAM
555
Cresset Asset Management
Illinois
$2.82M -$427K -2,468 -13%
PTP
556
Platform Technology Partners
New York
$2.79M +$41.2K +238 +1%
MWM
557
Mission Wealth Management
California
$2.78M -$152K -881 -5%
PCS
558
Personal CFO Solutions
New Jersey
$2.76M +$320K +1,846 +13%
BFG
559
Bleakley Financial Group
New Jersey
$2.75M +$204K +1,177 +8%
SAM
560
Silvercrest Asset Management
New York
$2.74M +$55.6K +321 +2%
MAM
561
Mystic Asset Management
Rhode Island
$2.7M +$10.7K +62 +0.4%
CIA
562
Capital Investment Advisors
Georgia
$2.7M -$15.9K -92 -0.6%
CFB
563
Cullen/Frost Bankers
Texas
$2.69M -$94.5K -546 -3%
HDIM
564
Hanson & Doremus Investment Management
Vermont
$2.69M -$225K -1,301 -8%
1WA
565
180 Wealth Advisors
Washington
$2.68M +$180K +1,039 +7%
FDS
566
First Dallas Securities
Texas
$2.67M +$36.3K +210 +1%
PRRFG
567
Paul R. Ried Financial Group
Washington
$2.66M +$9.35K +54 +0.3%
VIA
568
Vickerman Investment Advisors
Washington
$2.65M +$13.2K +76 +0.5%
VFG
569
V2 Financial group
Illinois
$2.64M -$166K -961 -6%
CWM
570
Cornerstone Wealth Management
Missouri
$2.64M +$140K +811 +6%
DGM
571
Delta Global Management
New York
$2.64M +$2.68M +15,489 New
MFIM
572
Mesirow Financial Investment Management
Illinois
$2.64M +$411K +2,374 +18%
AHB
573
Abner Herrman & Brock
New Jersey
$2.58M
SBIA
574
Sheaff Brock Investment Advisors
Indiana
$2.58M
CCFM
575
Clear Creek Financial Management
Washington
$2.57M +$117K +678 +5%