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Name Holding Trade Value Shares
Change
Change in
Stake
FA
676
FDx Advisors
Illinois
$532K +$194K +675 +48%
CPC
677
Cookson Peirce & Co
Pennsylvania
$529K +$119K +414 +25%
AC
678
AWM Capital
Arizona
$528K +$576K +2,000 New
IAIM
679
International Assets Investment Management
Florida
$526K -$74K -257 -11%
CG
680
Caprock Group
Idaho
$517K +$39.2K +136 +7%
GWM
681
Geneos Wealth Management
Colorado
$515K -$31.7K -110 -5%
FG
682
Formula Growth
Quebec, Canada
$515K
TMAM
683
Tokio Marine Asset Management
Japan
$513K +$86.1K +299 +18%
MCM
684
Manchester Capital Management
Vermont
$502K +$149K +518 +36%
Fidelity International
685
Fidelity International
Bermuda
$496K +$555K +1,925 New
NFSG
686
Newbridge Financial Services Group
Florida
$488K +$18.2K +63 +3%
EW
687
Evoke Wealth
California
$488K +$49K +170 +10%
IA
688
Insight Advisors
Pennsylvania
$485K -$13.8K -48 -3%
QP
689
Quilter Plc
United Kingdom
$480K -$286K -992 -35%
JIC
690
Joel Isaacson & Co
New York
$470K
EFM
691
E Fund Management
China
$469K +$524K +1,820 New
CHP
692
Cable Hill Partners
Oregon
$467K
TPWA
693
TRUE Private Wealth Advisors
Oregon
$465K +$90.8K +315 +21%
BTWM
694
Baker Tilly Wealth Management
Wisconsin
$462K +$517K +1,795 New
PGWM
695
Parisi Gray Wealth Management
New Jersey
$454K -$288 -1 -0.1%
GAMC
696
Garner Asset Management Corp
Texas
$447K -$2.88K -10 -0.6%
FEM
697
Fulcrum Equity Management
Texas
$445K +$498K +1,727 New
TPA
698
Trivium Point Advisory
Connecticut
$444K +$43.2K +150 +10%
NP
699
NorthRock Partners
Minnesota
$443K +$4.32K +15 +0.9%
PCS
700
Personal CFO Solutions
New Jersey
$440K +$3.75K +13 +0.8%