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Name Holding Trade Value Shares
Change
Change in
Stake
BRC
626
Bell Rock Capital
Delaware
$254K +$304K +1,263 New
CCFP
627
Charles Carroll Financial Partners
Massachusetts
$252K +$277K +1,150 New
SIC
628
Sigma Investment Counselors
Michigan
$251K -$97.3K -404 -26%
VFM
629
Vivid Financial Management
California
$250K -$185K -769 -40%
CPC
630
Congress Park Capital
New York
$247K -$12K -50 -4%
CI
631
Conning Inc
Connecticut
$246K -$4.09K -17 -1%
GG
632
Golden Green
South Carolina
$245K +$3.37K +14 +1%
MGWM
633
Marks Group Wealth Management
Minnesota
$245K +$270K +1,120 New
WI
634
WrapManager Inc
California
$244K +$268K +1,113 New
MGP
635
Metis Global Partners
California
$242K +$267K +1,108 New
BPCA
636
Bank Pictet & Cie (Asia)
Singapore
$241K +$265K +1,102 New
HI
637
Horizon Investments
North Carolina
$238K +$262K +1,086 New
MPM
638
MBB Public Markets
Illinois
$238K +$262K +1,087 New
CAAS
639
Capital Asset Advisory Services
Michigan
$235K -$15.9K -66 -6%
GC
640
Gilbert & Cook
Iowa
$235K +$259K +1,075 New
B
641
Bellecapital
Switzerland
$233K
JWCA
642
J.W. Cole Advisors
Florida
$232K +$5.54K +23 +2%
PCS
643
Personal CFO Solutions
New Jersey
$232K +$14.7K +61 +6%
GSC
644
Ground Swell Capital
South Carolina
$232K +$256K +1,061 New
AAS
645
Avantax Advisory Services
Texas
$229K +$2.17K +9 +0.9%
GWM
646
Geneos Wealth Management
Colorado
$229K +$3.61K +15 +1%
TNAM
647
Terra Nova Asset Management
New York
$228K
CW
648
Connectus Wealth
Ohio
$227K +$250K +1,039 New
BJL
649
Brighton Jones LLC
Washington
$226K +$8.19K +34 +3%
DTL
650
Dynamic Technology Lab
Singapore
$226K +$248K +1,031 New