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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Angeles Wealth Management
California
$335K -$13.8K -67 -4%
MYIA
677
Mount Yale Investment Advisors
Colorado
$332K -$1.03K -5 -0.3%
PGFC
678
Peapack-Gladstone Financial Corp
New Jersey
$332K -$48.3K -235 -14%
CCA
679
Checchi Capital Advisers
California
$330K -$14.2K -69 -5%
IAA
680
Independent Advisor Alliance
North Carolina
$329K -$11.3K -55 -4%
PF
681
Phoenix Financial
Israel
$328K -$41.1K -200 -12%
RWPA
682
Richard W. Paul & Associates
Michigan
$326K -$6.78K -33 -2%
LSAG
683
Lake Street Advisors Group
New Hampshire
$324K +$287K +1,399 New
PWPS
684
Pinnacle Wealth Planning Services
Ohio
$322K -$44.6K -217 -13%
BL
685
Balentine LLC
Georgia
$322K -$39.2K -191 -12%
AA
686
Ancora Advisors
Ohio
$321K +$10.1K +49 +4%
BIM
687
Bridges Investment Management
Nebraska
$318K -$32.4K -158 -10%
VCM
688
Virtue Capital Management
Tennessee
$318K -$130K -631 -30%
FFM
689
Forum Financial Management
Illinois
$312K
NRD
690
Nebula Research & Development
New York
$306K +$272K +1,323 New
KFC
691
Klingenstein Fields & Co
New York
$306K
TC
692
TownSquare Capital
Utah
$305K +$41.1K +200 +18%
HFS
693
Hantz Financial Services
Michigan
$302K -$262K -1,275 -49%
CCIA
694
Campbell & Co Investment Adviser
Maryland
$300K +$266K +1,295 New
SIC
695
Salem Investment Counselors
North Carolina
$298K +$28.5K +139 +12%
CAM
696
Congress Asset Management
Massachusetts
$296K -$384K -1,871 -59%
BP
697
Ballentine Partners
Massachusetts
$295K -$340K -1,657 -57%
CWS
698
Confluence Wealth Services
Pennsylvania
$294K +$40.7K +198 +18%
Capstone Investment Advisors
699
Capstone Investment Advisors
New York
$293K -$2.3M -11,190 -90%
OAM
700
Ostrum Asset Management
France
$291K -$472K -2,297 -65%