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Name Holding Trade Value Shares
Change
Change in
Stake
MA
676
MUFG Americas
New York
$206K +$17.6K +99 +10%
MIM
677
Marco Investment Management
Georgia
$201K -$89K -500 -32%
FAAS
678
First Allied Advisory Services
California
$200K -$83.5K -469 -30%
BRC
679
Bell Rock Capital
Delaware
$195K
EDRH
680
Edmond de Rothschild Holding
Switzerland
$189K +$180K +1,012 New
FPFS
681
First Personal Financial Services
North Carolina
$188K
CRM
682
Cramer Rosenthal McGlynn
Connecticut
$187K
SC
683
SRB Corp
Massachusetts
$186K -$24.9K -140 -12%
SPIA
684
Steward Partners Investment Advisory
New York
$185K +$5.16K +29 +3%
GBT
685
Grove Bank & Trust
Florida
$182K +$110K +617 +172%
CFD
686
Creative Financial Designs
Indiana
$172K
LYV
687
Live Your Vision
Pennsylvania
$163K
PA
688
Parallel Advisors
California
$154K -$3.56K -20 -3%
HDIM
689
Hanson & Doremus Investment Management
Vermont
$153K
BWM
690
Baystate Wealth Management
Massachusetts
$146K
FWM
691
Focused Wealth Management
New York
$142K
CFG
692
CKW Financial Group
Hawaii
$131K
FCMT
693
Founders Capital Management (Texas)
Texas
$131K
ABA
694
American Beacon Advisors
Texas
$130K
SG Americas Securities
695
SG Americas Securities
New York
$127K -$5.5M -30,883 -98%
VNA
696
Valley National Advisers
Pennsylvania
$127K +$1.42K +8 +1%
HCA
697
Horan Capital Advisors
Ohio
$123K +$118K +660 New
MWM
698
Mascoma Wealth Management
New Hampshire
$122K
AIS
699
Accurate Investment Solutions
Pennsylvania
$119K +$7.12K +40 +7%
MCM
700
Manchester Capital Management
Vermont
$114K