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Name Holding Trade Value Shares
Change
Change in
Stake
HBK Sorce Advisory
1176
HBK Sorce Advisory
Pennsylvania
$982K +$131K +277 +16%
PP
1177
Patron Partners
Texas
$980K +$38.2K +81 +4%
MAM
1178
McLaughlin Asset Management
Illinois
$962K -$17.5K -37 -2%
BTWM
1179
Baker Tilly Wealth Management
Wisconsin
$951K +$3.77K +8 +0.4%
DWAM
1180
Duncan Williams Asset Management
Tennessee
$948K -$72.2K -153 -7%
Chicago Capital
1181
Chicago Capital
Illinois
$948K +$10.4K +22 +1%
AFT
1182
Alpha Family Trust
California
$947K +$354K +750 +65%
BOH
1183
Bank of Hawaii
Hawaii
$942K +$3.77K +8 +0.4%
BWM
1184
Baron Wealth Management
Michigan
$940K +$184K +390 +26%
BEAM
1185
Baker Ellis Asset Management
Washington
$939K -$47.2K -100 -5%
FFC
1186
First Financial Corp
Indiana
$939K -$34.9K -74 -4%
Foundations Investment Advisors
1187
Foundations Investment Advisors
Arizona
$937K +$196K +416 +28%
FAFN
1188
First Affirmative Financial Network
Colorado
$935K +$890K +1,887 New
APIM
1189
Agate Pass Investment Management
Washington
$935K +$45.8K +97 +5%
PI
1190
PFG Investments
New York
$935K +$184K +389 +26%
BMC
1191
Beaton Management Company
Massachusetts
$934K – – –
AI
1192
Atom Investors
Texas
$931K +$886K +1,878 New
PCM
1193
Parsons Capital Management
Rhode Island
$931K -$147K -312 -14%
Sowell Financial Services
1194
Sowell Financial Services
Arkansas
$928K -$72.7K -154 -8%
HIC
1195
Holderness Investments Company
North Carolina
$927K – – –
Larson Financial Group
1196
Larson Financial Group
Missouri
$919K +$216K +457 +33%
PWMG
1197
Prestige Wealth Management Group
New Jersey
$914K -$3.15M -6,666 -78%
PFBT
1198
Parkside Financial Bank & Trust
Missouri
$914K +$21.7K +46 +3%
IEFM
1199
IQ EQ Fund Management
Ireland
$907K – – –
SSA
1200
South Street Advisors
New York
$900K – – –