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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
426
First Manhattan
New York
$660K -$130K -3,896 -17%
CIA
427
Choate Investment Advisors
Massachusetts
$649K -$33 -1 -0%
BC
428
Bridgefront Capital
Texas
$646K +$628K +18,742 New
PA
429
Profund Advisors
Maryland
$643K -$153K -4,574 -20%
WWM
430
Western Wealth Management
Colorado
$642K +$10.1K +302 +2%
DAS
431
Dynamic Advisor Solutions
Arizona
$640K +$22.9K +683 +4%
TYCC
432
Texas Yale Capital Corp
Florida
$635K
JIC
433
Johnson Investment Counsel
Ohio
$633K -$201K -5,999 -25%
PWPS
434
Pinnacle Wealth Planning Services
Ohio
$633K -$45.7K -1,363 -7%
EH
435
Equitable Holdings
New York
$632K +$5.19K +155 +0.9%
NHC
436
Nicholas Hoffman & Company
Georgia
$628K -$79.4K -2,370 -12%
CCA
437
Checchi Capital Advisers
California
$625K +$9.11K +272 +2%
HT
438
Headlands Technologies
Illinois
$618K +$601K +17,948 New
MFIM
439
Mesirow Financial Investment Management
Illinois
$618K -$47.5K -1,417 -7%
IBOK
440
Independence Bank of Kentucky
Kentucky
$613K +$295K +8,816 +98%
FM
441
Foster & Motley
Ohio
$611K -$50K -1,493 -8%
AIC
442
Archer Investment Corporation
Indiana
$610K +$70.4K +2,103 +13%
SF
443
Summit Financial
New Jersey
$608K -$1.37K -41 -0.2%
TC
444
TownSquare Capital
Utah
$605K -$120K -3,588 -17%
EWM
445
Edge Wealth Management
New York
$605K +$770 +23 +0.1%
RDWM
446
Red Door Wealth Management
Tennessee
$599K +$582K +17,371 New
MCM
447
Monarch Capital Management
Indiana
$596K -$100K -2,991 -15%
ASN
448
Advisory Services Network
Georgia
$596K -$41.8K -1,247 -7%
PCS
449
Personal CFO Solutions
New Jersey
$595K +$19.2K +573 +3%
TA
450
TrueWealth Advisors
Alabama
$589K +$11.7K +348 +2%