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Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
626
Motley Fool Asset Management
Virginia
$383K +$6.24K +40 +1%
BP
627
Ballentine Partners
Massachusetts
$383K +$209K +1,339 +90%
BIA
628
Bigelow Investment Advisors
Maine
$380K -$68.8K -441 -14%
DIM
629
DC Investments Management
Virginia
$379K +$129K +826 +42%
ECM
630
ETrade Capital Management
Virginia
$378K +$435K +2,793 New
MFG
631
Magnus Financial Group
New York
$375K +$432K +2,772 New
FPS
632
Fieldpoint Private Securities
Connecticut
$374K +$44K +282 +11%
CA
633
Cetera Advisors
Colorado
$371K -$8.89K -57 -2%
CP
634
Camelot Portfolios
Ohio
$370K +$160K +1,029 +60%
EWM
635
Evercore Wealth Management
New York
$369K -$13.7K -88 -3%
AWP
636
Ascent Wealth Partners
New York
$367K -$63.8K -409 -13%
WEC
637
Winslow Evans & Crocker
Massachusetts
$366K -$46.8K -300 -10%
Koshinski Asset Management
638
Koshinski Asset Management
Illinois
$360K +$207K +1,329 +100%
MCM
639
Mengis Capital Management
Oregon
$358K
MFG
640
MidWestOne Financial Group
Iowa
$355K
TAIM
641
TD Ameritrade Investment Management
Nebraska
$353K -$64.2K -412 -14%
VNIM
642
Vaughan Nelson Investment Management
Texas
$352K +$405K +2,600 New
AIP
643
Ameritas Investment Partners
Nebraska
$350K -$156K -1,000 -28%
IFWM
644
Institute for Wealth Management
Colorado
$350K
SG
645
StoneX Group
New York
$341K +$67.7K +434 +21%
PCS
646
Personal CFO Solutions
New Jersey
$340K -$239K -1,531 -38%
TCOV
647
Trust Company of Vermont
Vermont
$340K -$82.3K -528 -17%
TAM
648
Tocqueville Asset Management
New York
$339K -$44.3K -284 -10%
RWA
649
River Wealth Advisors
Pennsylvania
$339K +$7.8K +50 +2%
FFN
650
Focus Financial Network
Minnesota
$338K -$37.6K -241 -9%