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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
676
USA Financial Formulas
Michigan
$932K -$87.9K -682 -9%
EWM
677
Evermay Wealth Management
Virginia
$932K -$42.5K -330 -5%
SWM
678
SeaCrest Wealth Management
New York
$930K +$8.51K +66 +1%
PFC
679
Phocas Financial Corp
California
$929K +$866K +6,715 New
SFA
680
Sequoia Financial Advisors
Ohio
$918K -$76.4K -593 -8%
CFN
681
Cordasco Financial Network
Florida
$916K
OQS
682
Occudo Quantitative Strategies
Florida
$902K +$841K +6,526 New
SCI
683
S&CO Inc
Massachusetts
$898K
SIC
684
Samalin Investment Counsel
New York
$891K +$129K +1,000 +18%
DWM
685
Darwin Wealth Management
Florida
$886K
IA
686
IndexIQ Advisors
New York
$882K +$101K +782 +14%
DIP
687
DT Investment Partners
Pennsylvania
$878K -$32K -248 -4%
PRWA
688
Platte River Wealth Advisors
Colorado
$876K
VI
689
Versor Investments
New York
$874K +$814K +6,318 New
PFO
690
Pathstone Family Office
New Jersey
$866K +$727K +5,637 +899%
CA
691
Cetera Advisors
Colorado
$865K +$132K +1,023 +20%
ACA
692
Atlas Capital Advisors
Wyoming
$862K
CIA
693
Capital Investment Advisors
Georgia
$862K -$4.77K -37 -0.6%
QC
694
Quadrature Capital
United Kingdom
$861K +$802K +6,225 New
MPPLM
695
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$852K -$134K -1,038 -9%
BWM
696
Biltmore Wealth Management
Arizona
$851K +$794K +6,156 New
PTC
697
Private Trust Company
Ohio
$846K -$39.4K -306 -5%
WIA
698
Wealthstreet Investment Advisors
Texas
$844K -$12.9K -100 -2%
RG
699
Rikoon Group
New Mexico
$843K +$786K +6,095 New
RI
700
Ridgewood Investments
New Jersey
$841K -$83.7K -649 -10%