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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
726
Aureus Asset Management
Massachusetts
$636K +$674K +5,849 New
JWM
727
Jeppson Wealth Management
California
$633K -$232K -2,018 -26%
DA
728
Doliver Advisors
Texas
$633K -$2.07K -18 -0.3%
RA
729
Resolute Advisors
California
$631K -$230 -2 -0%
HIM
730
Herald Investment Management
United Kingdom
$631K
MAM
731
Mystic Asset Management
Rhode Island
$629K +$262K +2,270 +65%
CAM
732
Close Asset Management
United Kingdom
$628K
UCFA
733
United Capital Financial Advisors
Texas
$626K -$209K -1,818 -24%
B
734
Bailard
California
$617K +$24.9K +216 +4%
CA
735
Clearstead Advisors
Ohio
$614K +$96K +833 +17%
RPCONE
736
Retirement Planning Company of New England
Rhode Island
$609K +$17.4K +151 +3%
Koshinski Asset Management
737
Koshinski Asset Management
Illinois
$608K +$82.8K +719 +15%
MTIC
738
Missouri Trust & Investment Company
Missouri
$608K +$180K +1,561 +39%
BMC
739
Beaton Management Company
Massachusetts
$606K +$19.6K +170 +3%
FFM
740
Forum Financial Management
Illinois
$605K -$11.5K -100 -2%
CWM
741
Congress Wealth Management
Massachusetts
$599K +$245K +2,124 +63%
JWBC
742
J.W. Burns & Co
New York
$596K -$172K -1,497 -21%
SW
743
SkyOak Wealth
Michigan
$593K -$51.8K -450 -8%
OPA
744
Old Port Advisors
Maine
$593K +$90.3K +784 +17%
ACP
745
Aviance Capital Partners
Florida
$591K -$1.33M -11,550 -68%
CWM
746
Cornerstone Wealth Management
Missouri
$588K +$45.3K +393 +8%
LIP
747
Liontrust Investment Partners
United Kingdom
$588K -$632K -5,485 -50%
GT
748
Greenleaf Trust
Michigan
$587K -$363K -3,155 -37%
CA
749
Cumberland Advisors
Florida
$585K +$184K +1,600 +42%
WANY
750
Wealthspire Advisors (New York)
New York
$584K -$328K -2,851 -35%