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Name Holding Trade Value Shares
Change
Change in
Stake
LBC
676
Lowe Brockenbrough & Co
Virginia
$637K
NC
677
nVerses Capital
Florida
$631K +$648K +2,800 New
PCS
678
Personal CFO Solutions
New Jersey
$628K -$6.49K -28 -1%
SAM
679
Selway Asset Management
$625K
GI
680
GAMMA Investing
California
$622K +$167K +723 +35%
SG
681
Somerset Group
Minnesota
$621K
MHS
682
M Holdings Securities
Oregon
$612K +$629K +2,718 New
EFG
683
Everhart Financial Group
Ohio
$609K +$74.1K +320 +13%
EFI
684
EHP Funds Inc
Canada
$608K -$232K -1,000 -27%
MCM
685
Manchester Capital Management
Vermont
$606K +$11.1K +48 +2%
WFI
686
West Family Investments
California
$605K +$233K +1,006 +60%
OWP
687
Obermeyer Wealth Partners
Colorado
$601K +$50K +216 +9%
BOS
688
Bank of Stockton
California
$596K -$4.4K -19 -0.7%
Capstone Investment Advisors
689
Capstone Investment Advisors
New York
$592K -$1.09M -4,697 -64%
MOS
690
MGO One Seven
Ohio
$587K +$162K +699 +37%
MFA
691
Mayflower Financial Advisors
Massachusetts
$586K -$695 -3 -0.1%
CG
692
Clifford Group
Massachusetts
$586K -$8.11K -35 -1%
LFA
693
Legacy Financial Advisors
Kentucky
$584K -$1.39K -6 -0.2%
QWM
694
Quadcap Wealth Management
Texas
$584K -$6.25K -27 -1%
BG
695
Bahl & Gaynor
Ohio
$573K +$926 +4 +0.2%
SAM
696
Smithbridge Asset Management
Pennsylvania
$572K -$2.08K -9 -0.4%
NAS
697
Nicolet Advisory Services
Wisconsin
$571K -$82.9K -358 -12%
PA
698
Profund Advisors
Maryland
$567K -$3.47K -15 -0.6%
LA
699
Latitude Advisors
Florida
$565K -$19.5K -84 -3%
AAIS
700
ABN AMRO Investment Solutions
$563K +$579K +2,501 New