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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
701
Milestone Asset Management
Pennsylvania
$377K +$348K +1,492 New
AA
702
Advisory Alpha
Michigan
$375K +$346K +1,481 New
Brown Advisory
703
Brown Advisory
Maryland
$373K -$32.2K -138 -9%
GA
704
Geller Advisors
New York
$372K -$3.5K -15 -1%
AA
705
AlphaQ Advisors
Florida
$370K -$31.8K -136 -8%
CI
706
CX Institutional
Indiana
$369K +$467 +2 +0.1%
Nomura Holdings
707
Nomura Holdings
Japan
$368K -$525K -2,249 -61%
N
708
Numerai
California
$368K +$340K +1,457 New
GS
709
GTS Securities
Florida
$367K -$233K -997 -41%
PGFC
710
Peapack-Gladstone Financial Corp
New Jersey
$364K +$1.87K +8 +0.6%
NRW
711
Nova R Wealth
Kansas
$364K +$336K +1,439 New
ATPW
712
Ashton Thomas Private Wealth
Arizona
$362K -$38.8K -166 -10%
BP
713
Ballentine Partners
Massachusetts
$360K +$35K +150 +12%
IAA
714
Independent Advisor Alliance
North Carolina
$358K -$1.87K -8 -0.6%
PWPS
715
Pinnacle Wealth Planning Services
Ohio
$358K +$4.9K +21 +2%
MFS
716
Mirabella Financial Services
United Kingdom
$355K +$327K +1,402 New
Connor, Clark & Lunn Investment Management (CC&L)
717
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$354K -$13.5M -57,966 -98%
MWM
718
Modern Wealth Management
Kansas
$352K +$325K +1,391 New
MYIA
719
Mount Yale Investment Advisors
Colorado
$349K -$13.1K -56 -4%
CSPIA
720
Cary Street Partners Investment Advisory
Virginia
$345K -$59.5K -255 -16%
RWPA
721
Richard W. Paul & Associates
Michigan
$342K -$12.8K -55 -4%
DFG
722
Demars Financial Group
Washington
$342K +$316K +1,352 New
CA
723
Continuum Advisory
Idaho
$341K -$520K -2,229 -60%
FFM
724
Forum Financial Management
Illinois
$341K – – –
SIC
725
Sterling Investment Counsel
New York
$340K +$49.7K +213 +19%