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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
651
M&R Capital Management
New Jersey
$35K -$59.1K -1,280 -61%
BRC
652
Bell Rock Capital
Delaware
$35K
HFP
653
Holistic Financial Partners
Indiana
$35K +$37K +800 New
PW
654
Price Wealth
Texas
$35K +$37K +800 New
H
655
Hexavest
Quebec, Canada
$34K
TSW
656
Thompson Siegel & Walmsley
Virginia
$34K
PCIA
657
Prime Capital Investment Advisors
Kansas
$34K +$35.5K +768 New
HFM
658
Hartford Financial Management
Connecticut
$33K
TFS
659
TrustCore Financial Services
Tennessee
$33K +$34K +737 New
MOS
660
MGO One Seven
Ohio
$33K +$34.7K +751 New
PG
661
Patten Group
Tennessee
$29K
1IA
662
1834 Investment Advisors
Wisconsin
$29K +$29.9K +648 New
UBS AM
663
UBS AM
Illinois
$28.2K +$5.5K +119 +23%
FCB
664
First Command Bank
Texas
$28K
FCFS
665
First Command Financial Services
Texas
$28K
TDC
666
Thompson Davis & Co
Virginia
$27K -$27K -584 -49%
OSNBOA
667
Old Second National Bank of Aurora
Illinois
$27K -$14.8K -320 -35%
EWM
668
Endurance Wealth Management
Rhode Island
$27K -$4.8K -104 -15%
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
PCP
670
Proficio Capital Partners
Massachusetts
$26K -$51.4K -1,112 -65%
APSP
671
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K
PMFA
672
Plante Moran Financial Advisors
Michigan
$25K
NC
673
NewSquare Capital
Pennsylvania
$25K +$26K +562 New
TIM
674
Tortoise Investment Management
New York
$24K
WTB
675
Washington Trust Bank
Washington
$23K -$108K -2,340 -82%