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Name Holding Trade Value Shares
Change
Change in
Stake
NR
876
Newfound Research
Massachusetts
$77K -$20.3K -54 -20%
KIG
877
Kowal Investment Group
Wisconsin
$76K +$80.6K +214 New
SWM
878
Spire Wealth Management
Virginia
$75K -$6.41K -17 -7%
EDRH
879
Edmond de Rothschild Holding
Switzerland
$71K -$198K -525 -72%
BFC
880
Bedel Financial Consulting
Indiana
$71K
BFEC
881
Benjamin F. Edwards & Company
Missouri
$71K
CFFP
882
Center for Financial Planning
Michigan
$71K
MRCM
883
M&R Capital Management
New Jersey
$71K
RIM
884
Rockbridge Investment Management
New York
$71K
AssetMark Inc
885
AssetMark Inc
California
$67K +$42.2K +112 +147%
PFBT
886
Parkside Financial Bank & Trust
Missouri
$65K +$1.13K +3 +2%
CFA
887
Carroll Financial Associates
North Carolina
$63K +$37.7K +100 +125%
JFGIW
888
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K +$67.1K +178 New
MUMSS
889
Mitsubishi UFJ Morgan Stanley Securities
Japan
$60K -$22.6K -60 -26%
JGIA
890
Jackson Grant Investment Advisers
Connecticut
$60K
ACA
891
Atlas Capital Advisors
Wyoming
$58.9K
PCG
892
Private Capital Group
Connecticut
$58K
BAM
893
Barrett Asset Management
New York
$57K
SCM
894
Silvant Capital Management
Georgia
$56K
GWS
895
Glassman Wealth Services
Virginia
$56K +$6.41K +17 +12%
KFS
896
Kelly Financial Services
Massachusetts
$55.9K +$12.1K +32 +26%
CWC
897
Carolinas Wealth Consulting
North Carolina
$48K -$13.9K -37 -22%
CFA
898
Cahill Financial Advisors
Minnesota
$48K +$50.5K +134 New
FAM
899
Fred Alger Management
New York
$46K +$48.6K +129 New
BIA
900
Bell Investment Advisors
California
$45K +$47.9K +127 New