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Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
701
Newbridge Financial Services Group
Florida
$347K -$52.6K -227 -12%
HMS
702
Hanseatic Management Services
New Mexico
$347K +$10.7K +46 +3%
HI
703
Hudock Inc
Pennsylvania
$346K -$9.28K -40 -2%
ZB
704
Zions Bancorporation
Utah
$345K +$16.9K +73 +4%
Mercer Global Advisors
705
Mercer Global Advisors
Colorado
$345K +$21.6K +93 +6%
NP
706
NorthRock Partners
Minnesota
$345K +$29K +125 +8%
WJWM
707
Williams Jones Wealth Management
New York
$344K -$48.7K -210 -11%
PFWA
708
Paces Ferry Wealth Advisors
Georgia
$341K +$117K +503 +43%
PP
709
Patron Partners
Texas
$338K +$37.3K +161 +11%
CIS
710
Capital International Sarl
California
$335K +$31.3K +135 +9%
PWS
711
Precision Wealth Strategies
Missouri
$326K -$2.78K -12 -0.7%
SFS
712
Sowell Financial Services
Arkansas
$325K -$83.9K -362 -18%
PCM
713
Palisade Capital Management
New Jersey
$324K +$105K +452 +39%
PPP
714
Private Portfolio Partners
New Jersey
$323K +$51.7K +223 +16%
NFC
715
Northeast Financial Consultants
Connecticut
$321K +$368K +1,586 New
Carson Wealth (CWM LLC)
716
Carson Wealth (CWM LLC)
Nebraska
$319K
EI
717
Ellevest Inc
New York
$318K +$37.3K +161 +11%
MPPW
718
Mitchell & Pahl Private Wealth
Oklahoma
$316K
Verition Fund Management
719
Verition Fund Management
Connecticut
$313K +$359K +1,546 New
CIM
720
Chapman Investment Management
California
$311K +$356K +1,535 New
EWM
721
Empirical Wealth Management
Washington
$310K +$27.1K +117 +8%
PWM
722
Palumbo Wealth Management
New York
$310K +$355K +1,531 New
CHP
723
Cable Hill Partners
Oregon
$307K +$46.4K +200 +15%
OIA
724
OneDigital Investment Advisors
Kansas
$304K -$58K -250 -14%
WR
725
WD Rutherford
Oregon
$304K +$139K +598 +66%