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Name Holding Trade Value Shares
Change
Change in
Stake
FFW
501
Fusion Family Wealth
New York
$49K
WAM
502
Wealthspire Advisors (Maryland)
Maryland
$49K +$6.22K +189 +13%
BBA
503
Braun-Bostich & Associates
Pennsylvania
$49K +$33.2K +1,009 +155%
BFEC
504
Benjamin F. Edwards & Company
Missouri
$46K
DBT
505
Dubuque Bank & Trust
Iowa
$45K +$49.6K +1,508 New
WOC
506
West Oak Capital
California
$44.3K
RCAG
507
Rehmann Capital Advisory Group
Michigan
$42.4K
NFG
508
Next Financial Group
Texas
$40K +$28.6K +870 +181%
Marshall Wace
509
Marshall Wace
United Kingdom
$40K +$44.2K +1,343 New
BCWM
510
Bartlett & Co Wealth Management
Ohio
$38.1K
BC
511
Bartlett & Co
Ohio
$38K
MOS
512
MGO One Seven
Ohio
$35K +$38.8K +1,180 New
CG
513
Cutler Group
California
$34K -$440K -13,350 -92%
LWM
514
Liberty Wealth Management
California
$34K +$37.8K +1,147 New
AF
515
Advisornet Financial
Minnesota
$33K +$5.6K +170 +18%
WAM
516
Wolverine Asset Management
Illinois
$32K
PCM
517
Prelude Capital Management
New York
$31K +$34.7K +1,053 New
CB
518
CNB Bank
Pennsylvania
$30K
PCG
519
Private Capital Group
Connecticut
$30K +$17.3K +525 +110%
GLI
520
Guardian Life Insurance
New York
$26K
SLF
521
Sun Life Financial
Ontario, Canada
$25K +$198 +6 +0.7%
FDCDDQ
522
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K
WCM
523
WealthBridge Capital Management
Ohio
$24K +$26.8K +815 New
Acadian Asset Management
524
Acadian Asset Management
Massachusetts
$24K +$27.1K +823 New
VCM
525
Versant Capital Management
Arizona
$23K -$1.28K -39 -5%