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Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
526
Mid Atlantic Financial Management
Pennsylvania
$323K -$70.2K -672 -15%
RAM
527
Roanoke Asset Management
New Jersey
$322K -$91.9K -880 -22%
HWM
528
HighMark Wealth Management
Minnesota
$320K
BHB
529
Bank Hapoalim BM
Israel
$319K -$46K -440 -12%
FAIM
530
Financial Advocates Investment Management
Washington
$318K +$323K +3,088 New
CIA
531
CSat Investment Advisory
Michigan
$312K +$23K +220 +8%
AIC
532
Ameritas Investment Company
Nebraska
$311K
BIM
533
Bridgecreek Investment Management
Oklahoma
$309K +$313K +3,000 New
PF
534
Phoenix Financial
Israel
$309K +$340K +3,256 New
PWAG
535
Polaris Wealth Advisory Group
California
$306K +$25.1K +240 +8%
HSA
536
HBK Sorce Advisory
Pennsylvania
$302K +$89.4K +856 +41%
TI
537
Tidal Investments
Wisconsin
$300K +$23.8K +228 +8%
SPC
538
Sigma Planning Corp
Michigan
$296K -$26.7K -256 -8%
CI
539
Conning Inc
Connecticut
$295K +$50.1K +480 +20%
PA
540
Parallel Advisors
California
$291K +$165K +1,584 +128%
CAM
541
Cozad Asset Management
Illinois
$289K +$293K +2,800 New
CM
542
Caption Management
Oklahoma
$287K -$93.6K -896 -24%
GCM
543
Gunderson Capital Management
South Carolina
$281K -$547K -5,232 -66%
MIC
544
Means Investment Company
Maine
$277K -$12.1K -116 -4%
MCM
545
Maryland Capital Management
Maryland
$276K +$4.18K +40 +2%
TFA
546
Teamwork Financial Advisors
Texas
$274K +$278K +2,660 New
IFS
547
Ifrah Financial Services
Arkansas
$274K +$278K +2,664 New
CAM
548
Cresset Asset Management
Illinois
$272K +$30.1K +288 +12%
AssetMark Inc
549
AssetMark Inc
California
$271K -$12.1K -116 -4%
BCI
550
Brinker Capital Investments
Pennsylvania
$270K +$273K +2,616 New