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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
751
Industrial Alliance Investment Management
Quebec, Canada
$930K
BJL
752
Brighton Jones LLC
Washington
$928K +$34.6K +123 +4%
MWM
753
MorganRosel Wealth Management
Colorado
$925K +$938K +3,334 New
CI
754
Cigna Investments
Connecticut
$921K -$29.8K -106 -3%
SAM
755
S.A. Mason
Michigan
$918K -$1.41K -5 -0.2%
AF
756
Allworth Financial
California
$917K +$87.2K +310 +10%
PCS
757
Personal CFO Solutions
New Jersey
$911K +$18.3K +65 +2%
RPC
758
Rossmore Private Capital
Connecticut
$911K +$44.7K +159 +5%
TSS
759
Two Sigma Securities
New York
$909K -$526K -1,869 -36%
PFC
760
Phocas Financial Corp
California
$900K
REMPR
761
Roof Eidam Maycock Peralta (REMP)
California
$898K
GWCM
762
Godshalk Welsh Capital Management
Pennsylvania
$896K +$4.22K +15 +0.5%
FB
763
Fulton Bank
Pennsylvania
$893K -$11K -39 -1%
FNBOO
764
First National Bank of Omaha
Nebraska
$887K -$7.04K -25 -0.8%
DAS
765
Dynamic Advisor Solutions
Arizona
$887K +$202K +718 +29%
TFA
766
Transamerica Financial Advisors
Florida
$872K +$52.3K +186 +6%
RWB
767
RMR Wealth Builders
New Jersey
$868K
BCM
768
Bayesian Capital Management
New York
$855K -$872K -3,100 -50%
KCM
769
Kanawha Capital Management
Virginia
$855K +$1.97K +7 +0.2%
HW
770
Hancock Whitney
Mississippi
$852K +$204K +726 +31%
TWI
771
Thomas White International
Illinois
$849K
MMG
772
Monetary Management Group
Missouri
$839K
IFG
773
Independent Financial Group
California
$834K +$15.5K +55 +2%
LCS
774
Levin Capital Strategies
New York
$831K -$1.78M -6,324 -68%
PCA
775
Pallas Capital Advisors
Massachusetts
$830K -$32.4K -115 -4%