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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
701
Parcion Private Wealth
Washington
$204K +$196K +6,057 New
FPS
702
Fieldpoint Private Securities
Connecticut
$203K +$195K +6,003 New
PFA
703
Pinnacle Family Advisors
Missouri
$203K +$195K +6,006 New
CIA
704
CSat Investment Advisory
Michigan
$202K -$109K -3,373 -36%
GCM
705
Gables Capital Management
Florida
$183K
HFM
706
Harvest Fund Management
China
$168K -$179K -5,527 -52%
WAM
707
Wolverine Asset Management
Illinois
$162K -$327K -10,084 -68%
MCM
708
Manchester Capital Management
Vermont
$153K
ALAM
709
Asahi Life Asset Management
Japan
$152K +$146K +4,500 New
CAGAS
710
Capital Advisory Group Advisory Services
Minnesota
$149K +$143K +4,395 New
CFG
711
Citizens Financial Group
Rhode Island
$147K +$113K +3,489 +411%
BCV
712
Banque Cantonale Vaudoise
Switzerland
$142K
CBT
713
Central Bank & Trust
Kentucky
$140K +$99.2K +3,058 +282%
HIIFS
714
Harel Insurance Investments & Financial Services
Israel
$135K +$32.4K +1,000 +33%
SPIA
715
Steward Partners Investment Advisory
New York
$131K +$6.42K +198 +5%
Carson Wealth (CWM LLC)
716
Carson Wealth (CWM LLC)
Nebraska
$128K
TFS
717
TrustCore Financial Services
Tennessee
$124K +$551 +17 +0.5%
LWM
718
Liberty Wealth Management
California
$118K +$551 +17 +0.5%
CA
719
Crewe Advisors
Utah
$116K -$6.49K -200 -6%
AIM
720
AIA Investment Management
Singapore
$115K +$110K +3,403 New
CT
721
Caldwell Trust
Florida
$114K
WCG
722
Weaver Consulting Group
California
$113K
TCM
723
Tradewinds Capital Management
Washington
$109K -$4.96K -153 -5%
MA
724
MUFG Americas
New York
$107K -$4.87K -150 -5%
EDRH
725
Edmond de Rothschild Holding
Switzerland
$107K