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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
501
Cornerstone Financial Partners
North Carolina
$220K -$1.09M -6,326 -84%
CCA
502
Checchi Capital Advisers
California
$219K +$91.5K +529 +78%
V
503
Veritable
Delaware
$216K +$206K +1,189 New
CCM
504
Coldstream Capital Management
Washington
$209K +$199K +1,150 New
NFG
505
Next Financial Group
Texas
$205K +$106K +610 +118%
EWM
506
Endurance Wealth Management
Rhode Island
$204K
MRCM
507
M&R Capital Management
New Jersey
$200K -$8.65K -50 -4%
ACI
508
Alpha Cubed Investments
California
$200K +$190K +1,100 New
RP
509
Riverbridge Partners
Minnesota
$200K +$190K +1,100 New
SCM
510
Segantii Capital Management
Hong Kong
$200K +$190K +1,100 New
QCG
511
Quadrant Capital Group
Ohio
$198K -$1.04K -6 -0.5%
WAM
512
Wealthspire Advisors (Maryland)
Maryland
$178K -$12.1K -70 -7%
NEI
513
Northwest & Ethical Investments
Ontario, Canada
$173K -$2.72M -15,732 -94%
CF
514
CenterStar Fund
Illinois
$172K
ADL
515
Asset Dedication LLC
California
$168K
S
516
SignatureFD
Georgia
$154K +$18.3K +106 +14%
JFA
517
JNBA Financial Advisors
Minnesota
$154K +$144K +834 +6,415%
JCM
518
Jacobi Capital Management
Pennsylvania
$149K
GWM
519
Geneos Wealth Management
Colorado
$149K +$19.7K +114 +16%
Federated Hermes
520
Federated Hermes
Pennsylvania
$146K
RA
521
Rational Advisors
New York
$146K +$51.9K +300 +60%
BC
522
Barnett & Company
Tennessee
$141K -$1.73K -10 -1%
FANJ
523
Financial Architects (New Jersey)
New Jersey
$141K +$51.9K +300 +63%
MWP
524
MYCIO Wealth Partners
Pennsylvania
$137K
GBT
525
Grove Bank & Trust
Florida
$127K