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Name Holding Trade Value Shares
Change
Change in
Stake
MSCM
651
McElhenny Sheffield Capital Management
Texas
$629K
SAM
652
S.A. Mason
Michigan
$628K
Carson Wealth (CWM LLC)
653
Carson Wealth (CWM LLC)
Nebraska
$622K +$571K +2,305 New
Verition Fund Management
654
Verition Fund Management
Connecticut
$610K -$72.8K -294 -12%
FAM
655
Formidable Asset Management
Ohio
$609K
CA
656
CoreCap Advisors
Michigan
$604K +$554K +2,238 New
JIC
657
Johnson Investment Counsel
Ohio
$602K -$18.8K -76 -3%
MC
658
Montag & Caldwell
Georgia
$588K +$29.2K +118 +6%
C
659
Certuity
Florida
$584K +$536K +2,164 New
MFW
660
Meristem Family Wealth
Minnesota
$582K
PFC
661
Phocas Financial Corp
California
$577K
CFGS
662
Concourse Financial Group Securities
Alabama
$577K +$67.8K +274 +15%
1WA
663
180 Wealth Advisors
Washington
$572K +$66.3K +268 +12%
GH
664
GAM Holding
Switzerland
$568K
WCM
665
Washington Capital Management
Washington
$566K
BRWM
666
B. Riley Wealth Management
Tennessee
$564K +$57.4K +232 +12%
TC
667
TownSquare Capital
Utah
$562K -$41.8K -169 -8%
GHAM
668
Gilman Hill Asset Management
Connecticut
$557K
RPCONE
669
Retirement Planning Company of New England
Rhode Island
$554K +$508K +2,054 New
RWM
670
Ritholtz Wealth Management
New York
$552K +$183K +738 +56%
EA
671
Eudaimonia Advisors
Tennessee
$549K +$503K +2,032 New
RCM
672
RB Capital Management
Nevada
$538K +$44.6K +180 +10%
FANJ
673
Financial Architects (New Jersey)
New Jersey
$536K
DA
674
Denali Advisors
California
$534K +$202K +815 +70%
LP
675
Lloyd Park
Illinois
$534K +$490K +1,979 New