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Name Holding Trade Value Shares
Change
Change in
Stake
PF
726
Phoenix Financial
Israel
$4.48M -$324K -3,019 -7%
DSC
727
Duncker Streett & Co
Missouri
$4.47M -$720K -6,702 -14%
DTL
728
Dynamic Technology Lab
Singapore
$4.4M +$4.36M +40,564 New
ADL
729
Asset Dedication LLC
California
$4.4M +$713K +6,633 +20%
H
730
HoyleCohen
California
$4.38M +$159K +1,479 +4%
DI
731
DFPG Investments
Utah
$4.37M +$613K +5,703 +16%
AT
732
American Trust
Kentucky
$4.37M -$188K -1,747 -4%
JWCA
733
J.W. Coons Advisors
Ohio
$4.37M -$32.2K -300 -0.7%
Carson Wealth (CWM LLC)
734
Carson Wealth (CWM LLC)
Nebraska
$4.36M +$697K +6,485 +19%
RWA
735
Roberts Wealth Advisors
California
$4.34M +$49.6K +462 +4%
NIC
736
Northwest Investment Counselors
Oregon
$4.33M +$609K +5,672 +17%
MFWP
737
Mosaic Family Wealth Partners
Missouri
$4.23M +$7.63K +71 +0.2%
PC
738
Permanens Capital
New York
$4.21M +$1.09M +10,115 +36%
NMIMC
739
Northwestern Mutual Investment Management Company
Wisconsin
$4.21M +$8.06K +75 +0.2%
RSS
740
Rosenblum Silverman Sutton
California
$4.2M -$298K -2,770 -7%
WFG
741
Wills Financial Group
Virginia
$4.19M -$45.6K -424 -1%
CUAMC
742
China Universal Asset Management Company
China
$4.18M +$2.81M +26,144 +212%
WAC
743
William Allan Corp
Colorado
$4.16M -$15K -140 -0.4%
AAM
744
Augustine Asset Management
Florida
$4.15M +$174K +1,622 +4%
GAAM
745
Guinness Atkinson Asset Management
California
$4.14M -$89.2K -830 -2%
Verition Fund Management
746
Verition Fund Management
Connecticut
$4.1M -$1.07M -9,920 -21%
OLA
747
Oliver Luxxe Assets
New Jersey
$4.07M +$215 +2 +0%
SW
748
SteelPeak Wealth
California
$4.07M -$137K -1,275 -3%
CIA
749
Concurrent Investment Advisors
Florida
$4.06M +$4.02M +37,388 New
FG
750
Fiduciary Group
Georgia
$4.05M +$358K +3,333 +10%