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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
551
Boston Family Office
Massachusetts
$2.9M
PCIA
552
Prime Capital Investment Advisors
Kansas
$2.89M -$2.04M -7,378 -40%
CFC
553
Coyle Financial Counsel
Illinois
$2.87M -$115K -414 -4%
ASN
554
Advisory Services Network
Georgia
$2.87M +$182K +656 +6%
WAS
555
Wesleyan Assurance Society
United Kingdom
$2.86M
TCM
556
Telos Capital Management
California
$2.85M -$216K -779 -7%
SS
557
Simplicity Solutions
Minnesota
$2.85M -$286K -1,034 -9%
ATPW
558
Ashton Thomas Private Wealth
Arizona
$2.85M -$40.7K -147 -1%
EIM
559
Essex Investment Management
Massachusetts
$2.81M -$561K -2,025 -16%
DTL
560
Dynamic Technology Lab
Singapore
$2.81M +$1.78M +6,442 +146%
SSB
561
Sandy Spring Bank
Maryland
$2.81M -$368K -1,329 -11%
DWM
562
Darwin Wealth Management
Florida
$2.81M +$3M +10,824 New
GW
563
GW & Wade
Massachusetts
$2.81M +$1.2M +4,342 +67%
DCM
564
Delta Capital Management
New Jersey
$2.79M
DAM
565
Delta Asset Management
Tennessee
$2.77M -$17.7K -64 -0.6%
DAS
566
Dynamic Advisor Solutions
Arizona
$2.77M +$788K +2,846 +36%
CA
567
Cetera Advisors
Colorado
$2.76M +$984K +3,552 +50%
CBB
568
Citizens Business Bank
California
$2.75M -$693K -2,503 -19%
CCM
569
Condor Capital Management
New Jersey
$2.75M
X
570
Xponance
Pennsylvania
$2.73M -$5.47M -19,737 -65%
UF
571
Univest Financial
Pennsylvania
$2.73M -$1.47M -5,319 -34%
EOJOAM
572
E. Ohman J:or Asset Management
Sweden
$2.7M +$27.7K +100 +1%
CG
573
Colony Group
Massachusetts
$2.7M +$551K +1,990 +24%
BFEC
574
Benjamin F. Edwards & Company
Missouri
$2.69M +$912K +3,292 +47%
IFWM
575
Institute for Wealth Management
Colorado
$2.66M -$18.3K -66 -0.6%