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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
851
M&R Capital Management
New Jersey
$72K – – –
RIM
852
Rockbridge Investment Management
New York
$72K +$6.66K +20 +11%
PA
853
Perennial Advisors
New York
$69K -$18.3K -55 -22%
PWMG
854
Prestige Wealth Management Group
New Jersey
$69K +$56.9K +171 +900%
PFBT
855
Parkside Financial Bank & Trust
Missouri
$65K +$4.66K +14 +8%
CWC
856
Carolinas Wealth Consulting
North Carolina
$62K -$19.6K -59 -26%
JGIA
857
Jackson Grant Investment Advisers
Connecticut
$61K – – –
Acadian Asset Management
858
Acadian Asset Management
Massachusetts
$61K +$55.6K +167 New
ACA
859
Atlas Capital Advisors
Wyoming
$60.2K +$3.33K +10 +6%
PCG
860
Private Capital Group
Connecticut
$59K – – –
BAM
861
Barrett Asset Management
New York
$58K – – –
SCM
862
Silvant Capital Management
Georgia
$57K – – –
GWS
863
Glassman Wealth Services
Virginia
$51K +$3.33K +10 +8%
KFS
864
Kelly Financial Services
Massachusetts
$45.4K +$34.6K +104 +495%
GAM
865
Gemmer Asset Management
California
$43K – – –
PGWM
866
Parisi Gray Wealth Management
New Jersey
$41K +$37.6K +113 New
CA
867
Capitolis Advisors
New York
$38K -$21.3M -63,858 -100%
VLKIM
868
Van Lanschot Kempen Investment Management
Netherlands
$38K +$16.3K +49 +86%
GWSG
869
GPS Wealth Strategies Group
Colorado
$37K – – –
TFIPS
870
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.2K +$33.3K +100 New
JCM
871
Jacobi Capital Management
Pennsylvania
$35K – – –
Jones Financial Companies
872
Jones Financial Companies
Missouri
$33K – – –
KPCM
873
Kings Point Capital Management
New York
$33K – – –
SWM
874
Sugarloaf Wealth Management
Georgia
$32K – – –
Loomis, Sayles & Company
875
Loomis, Sayles & Company
Massachusetts
$32K +$999 +3 +3%