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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
651
Carret Asset Management
New York
$259K +$25K +650 +10%
FFM
652
Forum Financial Management
Illinois
$258K -$79.5K -2,063 -22%
SPA
653
Sherbrooke Park Advisers
New York
$258K +$276K +7,178 New
SCA
654
Snowden Capital Advisors
New York
$257K +$13.6K +353 +5%
TC
655
TownSquare Capital
Utah
$257K -$31.7K -822 -10%
LFG
656
Larson Financial Group
Missouri
$255K -$193 -5 -0.1%
GI
657
GAMMA Investing
California
$255K +$282K +7,312 New
FHC
658
First Heartland Consultants
Missouri
$254K +$5.85K +152 +2%
HIC
659
Hartline Investment Corp
Illinois
$252K -$96.3K -2,500 -26%
ASN
660
Advisory Services Network
Georgia
$251K -$64.5K -1,674 -19%
Kovitz Investment Group Partners
661
Kovitz Investment Group Partners
Illinois
$250K +$3.85K +100 +1%
GLA
662
Good Life Advisors
Pennsylvania
$249K +$2.31K +60 +0.9%
EFS
663
Essex Financial Services
Connecticut
$247K +$5.2K +135 +2%
TCWM
664
Total Clarity Wealth Management
Illinois
$247K +$29.6K +769 +13%
AM
665
AGF Management
Ontario, Canada
$246K -$1.77M -45,941 -87%
MFS
666
Mirabella Financial Services
United Kingdom
$244K +$262K +6,797 New
PFS
667
Prospera Financial Services
Texas
$244K +$261K +6,788 New
GWA
668
GGM Wealth Advisors
Maryland
$243K +$54.2K +1,407 +25%
LFAS
669
Level Four Advisory Services
Texas
$243K +$4.2K +109 +2%
HI
670
Harbour Investments
Wisconsin
$243K +$84.3K +2,189 +48%
SP
671
Successful Portfolios
Florida
$243K -$501 -13 -0.2%
DCM
672
DGS Capital Management
New Jersey
$242K -$31.2K -810 -11%
TBNY
673
Trustco Bank (New York)
New York
$240K
CIAS
674
Capital Investment Advisory Services
North Carolina
$240K +$1K +26 +0.4%
KC
675
Kepos Capital
New York
$236K -$20K -520 -7%