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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
401
Advisors Capital Management
New Jersey
$263K +$38.4K +207 +17%
MOS
402
MGO One Seven
Ohio
$262K -$12.1K -65 -4%
NW
403
Naviter Wealth
Arkansas
$261K
CPIG
404
Chicago Partners Investment Group
Illinois
$255K +$232K +1,248 New
Jones Financial Companies
405
Jones Financial Companies
Missouri
$251K +$107K +576 +73%
FFM
406
Forum Financial Management
Illinois
$250K
SCM
407
Sage Capital Management
New Jersey
$249K
HI
408
Harbour Investments
Wisconsin
$249K +$371 +2 +0.1%
ETC
409
Exchange Traded Concepts
Oklahoma
$247K +$248K +1,339 New
CPC
410
Consolidated Planning Corp
Georgia
$245K
OCM
411
Osterweis Capital Management
California
$244K -$125K -675 -34%
TFS
412
truNorth Financial Services
Pennsylvania
$244K +$246K +1,325 New
B
413
Bellecapital
Switzerland
$244K
KBC Group
414
KBC Group
Belgium
$241K
WPC
415
Wedmont Private Capital
Pennsylvania
$238K +$227K +1,224 New
IFU
416
iSAM Funds (UK)
United Kingdom
$238K +$239K +1,289 New
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$238K +$92.4K +498 +63%
AWA
418
Arkadios Wealth Advisors
Georgia
$232K -$9.46K -51 -4%
BCPE
419
Bain Capital Public Equity
Massachusetts
$226K -$11.1M -59,730 -98%
ECM
420
Evergreen Capital Management
Washington
$226K +$227K +1,223 New
PA
421
PharVision Advisers
Florida
$224K -$59.2K -319 -21%
LNWTC
422
Laird Norton Wetherby Trust Company
Washington
$224K +$225K +1,214 New
VCM
423
Voleon Capital Management
California
$219K +$221K +1,190 New
PS
424
Principal Securities
Iowa
$217K +$80.1K +432 +58%
PWM
425
Perigon Wealth Management
California
$217K +$218K +1,177 New