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Name Holding Trade Value Shares
Change
Change in
Stake
MMA
776
Miracle Mile Advisors
California
$656K -$29.3K -201 -4%
CAG
777
Csenge Advisory Group
Florida
$656K +$431K +2,958 New
WAM
778
WNY Asset Management
New York
$653K -$31.3K -215 -4%
CCP
779
Clough Capital Partners
Massachusetts
$652K -$1.19M -8,200 -60%
WAM
780
Weiss Asset Management
Massachusetts
$650K +$797K +5,470 New
Capstone Investment Advisors
781
Capstone Investment Advisors
New York
$649K -$2M -13,754 -72%
B
782
Bailard
California
$648K -$163K -1,121 -17%
RPCONE
783
Retirement Planning Company of New England
Rhode Island
$647K +$794K +5,449 New
Vanguard Personalized Indexing Management
784
Vanguard Personalized Indexing Management
California
$646K +$242K +1,659 +44%
BMC
785
Beaton Management Company
Massachusetts
$641K -$87.4K -600 -10%
BFM
786
Boothbay Fund Management
New York
$641K +$146K +1,000 +23%
JIC
787
Johnson Investment Counsel
Ohio
$638K +$52.1K +358 +7%
ZB
788
Zions Bancorporation
Utah
$636K +$37.7K +259 +5%
JWCA
789
J.W. Cole Advisors
Florida
$631K -$212K -1,453 -21%
SFS
790
Stiles Financial Services
Minnesota
$630K +$783K +5,375 New
CP
791
CenterBook Partners
Connecticut
$629K +$771K +5,292 New
VCM
792
Virtue Capital Management
Tennessee
$628K -$4.08K -28 -0.5%
CAM
793
Close Asset Management
United Kingdom
$628K -$2.77K -19 -0.4%
CAM
794
Cypress Asset Management
Texas
$622K -$609K -4,181 -44%
BRG
795
Bay Rivers Group
Virginia
$620K +$26.4K +181 +4%
CFS
796
CRA Financial Services
New Jersey
$617K -$241K -1,652 -24%
BWM
797
BigSur Wealth Management
Florida
$615K -$32.8K -225 -4%
DWM
798
Drive Wealth Management
Utah
$610K +$748K +5,135 New
QFA
799
Quattro Financial Advisors
Texas
$608K -$4.03M -27,671 -84%
DAS
800
Dynamic Advisor Solutions
Arizona
$608K -$223K -1,534 -23%