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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
951
Stratos Investment Management
Ohio
$3M +$221K +1,643 +9%
PIP
952
Peachtree Investment Partners
Florida
$2.98M -$94.5K -702 -4%
BL
953
BFSG LLC
California
$2.98M -$12.5K -93 -0.5%
MMG
954
Monetary Management Group
Missouri
$2.98M -$232K -1,725 -8%
ACM
955
Advisors Capital Management
New Jersey
$2.98M -$9.35M -69,504 -78%
VBCG
956
Valley Brook Capital Group
Pennsylvania
$2.97M +$7.4K +55 +0.3%
PCP
957
Proficio Capital Partners
Massachusetts
$2.97M -$16.4K -122 -0.6%
KFA
958
Kelleher Financial Advisors
New York
$2.97M
Vanguard Personalized Indexing Management
959
Vanguard Personalized Indexing Management
California
$2.97M +$1.61K +12 +0.1%
CWP
960
CFM Wealth Partners
Texas
$2.96M -$269K -2,000 -9%
YWP
961
YorkBridge Wealth Partners
New York
$2.95M -$20.5K -152 -0.8%
MSA
962
Marino Stram & Associates
Massachusetts
$2.95M +$2.15M +15,947 +510%
FPS
963
Fieldpoint Private Securities
Connecticut
$2.94M +$102K +759 +5%
AAS
964
Avantax Advisory Services
Texas
$2.92M +$351K +2,608 +16%
WAS
965
Winch Advisory Services
Wisconsin
$2.9M +$80.1K +595 +3%
Loomis, Sayles & Company
966
Loomis, Sayles & Company
Massachusetts
$2.89M +$780K +5,793 +45%
SAM
967
Sycomore Asset Management
France
$2.89M -$3.19M -23,699 -56%
MFS
968
Mirabella Financial Services
United Kingdom
$2.87M +$2.5M +18,591 New
RWA
969
River Wealth Advisors
Pennsylvania
$2.87M +$166K +1,231 +7%
FHB
970
First Hawaiian Bank
Hawaii
$2.86M -$1.21M -8,976 -33%
UR
971
USCA RIA
Texas
$2.83M -$978K -7,265 -28%
BMC
972
Beaton Management Company
Massachusetts
$2.83M -$13.5K -100 -0.5%
CIP
973
Capital Insight Partners
Arizona
$2.81M +$104K +770 +4%
CG
974
Colony Group
Massachusetts
$2.81M -$845K -6,281 -26%
IFWM
975
Institute for Wealth Management
Colorado
$2.8M +$28.7K +213 +1%