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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
676
Advantage Investment Management
Iowa
$63K -$4.15K -143 -6%
GLI
677
Guardian Life Insurance
New York
$62K – – –
SLF
678
Sun Life Financial
Ontario, Canada
$61K +$290 +10 +0.5%
RMC
679
Resources Management Corp
Connecticut
$60K -$34.8K -1,200 -35%
SBL
680
Sargent Bickham Lagudis
Colorado
$60K -$4.9K -169 -7%
TAIM
681
TD Ameritrade Investment Management
Nebraska
$60K +$37.9K +1,307 +148%
EDRH
682
Edmond de Rothschild Holding
Switzerland
$59K -$22.3M -768,150 -100%
AAP
683
Arax Advisory Partners
Colorado
$59K -$2.73K -94 -4%
KA
684
Kaizen Advisory
Illinois
$59K +$12.4K +428 +25%
DAM
685
Delta Asset Management
Tennessee
$58K – – –
FPFS
686
First Personal Financial Services
North Carolina
$55K – – –
PCP
687
Proficio Capital Partners
Massachusetts
$50K +$17.7K +610 +51%
OIA
688
Optimum Investment Advisors
Illinois
$49K – – –
SMFS
689
Squar Milner Financial Services
California
$49K +$3.31K +114 +7%
PFO
690
Pathstone Family Office
New Jersey
$48K +$50.2K +1,730 New
CBT
691
Capital Bank & Trust
California
$47K -$6.96K -240 -12%
EWM
692
Executive Wealth Management
Michigan
$47K +$49.8K +1,716 New
JA
693
JOYN Advisors
Georgia
$46K +$7.34K +253 +18%
RA
694
Rational Advisors
New York
$46K +$47.7K +1,645 +6,327%
PWMG
695
Prestige Wealth Management Group
New Jersey
$46K +$48.2K +1,660 New
RE
696
RBC Europe
United Kingdom
$45.4K – – –
SIAG
697
Signet Investment Advisory Group
Rhode Island
$44K +$46.4K +1,600 New
CTC
698
Central Trust Company
Missouri
$42K – – –
MA
699
MUFG Americas
New York
$41K – – –
BFC
700
Bedel Financial Consulting
Indiana
$39K +$1.45K +50 +4%