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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
701
Palisades Hudson Asset Management
Florida
$215K +$1.09K +5 +0.5%
TFA
702
Triad Financial Advisors
North Carolina
$214K -$39.8K -183 -15%
MAC
703
Mason & Associates (California)
California
$213K
PMG
704
ProVise Management Group
Florida
$213K +$220K +1,012 New
APP
705
Alpha Paradigm Partners
Illinois
$212K -$463K -2,128 -68%
AA
706
Auxano Advisors
Washington
$211K +$21.7K +100 +11%
BCM
707
Bourgeon Capital Management
Connecticut
$211K +$217K +1,000 New
MC
708
Machina Capital
France
$211K +$218K +1,001 New
WTA
709
Washington Trust Advisors
Massachusetts
$210K -$33.9K -156 -14%
WA
710
WestEnd Advisors
North Carolina
$210K -$217 -1 Closed
IFWM
711
Institute for Wealth Management
Colorado
$209K +$4.35K +20 +2%
IC
712
Intersect Capital
California
$209K +$216K +992 New
BWM
713
Baystate Wealth Management
Massachusetts
$207K -$126K -581 -37%
CCMG
714
Clark Capital Management Group
Pennsylvania
$206K -$70K -322 -25%
MFA
715
Mayflower Financial Advisors
Massachusetts
$206K +$213K +979 New
NFP
716
Narus Financial Partners
Utah
$204K +$211K +971 New
TFCP
717
Twin Focus Capital Partners
Massachusetts
$202K -$3.48K -16 -2%
JF
718
Jump Financial
Illinois
$201K -$93.3K -429 -31%
PFS
719
Prospera Financial Services
Texas
$198K +$4.35K +20 +2%
APW
720
Acima Private Wealth
Virginia
$193K
WIM
721
Westside Investment Management
California
$190K +$21.7K +100 +5%
SWA
722
Sutton Wealth Advisors
Florida
$189K +$2.83K +13 +1%
CWM
723
Cedar Wealth Management
California
$189K
RP
724
Rowlandmiller & Partners
Georgia
$189K
Koshinski Asset Management
725
Koshinski Asset Management
Illinois
$187K +$3.04K +14 +2%