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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Aberdeen Wealth Management
Illinois
$732K -$20.5K -120 -3%
AI
727
Atom Investors
Texas
$730K +$712K +4,168 New
NFSG
728
Newbridge Financial Services Group
Florida
$729K +$257K +1,508 +57%
M
729
MOTCO
Texas
$725K – – –
PFG
730
PAX Financial Group
Texas
$723K -$26K -152 -4%
HPC
731
HM Payson & Co
Maine
$721K +$15K +88 +2%
ACP
732
Aveo Capital Partners
Colorado
$716K -$120K -700 -15%
RGF
733
Retirement Guys Formula
Ohio
$710K -$45.8K -268 -6%
FTWA
734
Fifth Third Wealth Advisors
Ohio
$709K +$691K +4,048 New
JA
735
JVL Associates
Michigan
$708K -$6.15K -36 -0.9%
MIM
736
Miller Investment Management
Pennsylvania
$701K – – –
BBI
737
Baxter Bros Inc
Connecticut
$700K -$167K -976 -20%
BIM
738
Baldwin Investment Management
Pennsylvania
$700K – – –
EFM
739
E Fund Management
China
$698K +$13K +76 +2%
KWM
740
Kingsview Wealth Management
Oregon
$697K +$163K +952 +31%
PGFC
741
Peapack-Gladstone Financial Corp
New Jersey
$693K -$77.2K -452 -10%
LC
742
LCNB Corp
Ohio
$686K -$54K -316 -7%
CCG
743
Cypress Capital Group
Florida
$685K -$24.6K -144 -4%
CD
744
Chapin Davis
Maryland
$683K -$33.5K -196 -5%
EI
745
Ellevest Inc
New York
$681K +$21.2K +124 +3%
PFMU
746
Privium Fund Management (UK)
United Kingdom
$679K +$658K +3,856 New
JWCA
747
J.W. Cole Advisors
Florida
$675K +$221K +1,296 +51%
ACM
748
Advisors Capital Management
New Jersey
$672K +$36.9K +216 +6%
AIC
749
Argus Investors Counsel
New York
$669K -$26K -152 -4%
BFC
750
Bedel Financial Consulting
Indiana
$667K – – –