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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1351
Robertson Stephens Wealth Management
California
$900K -$101K -861 -10%
MWM
1352
Merriman Wealth Management
Washington
$897K +$31.2K +267 +3%
KIC
1353
Kensington Investment Counsel
California
$894K
AMCA
1354
Arthur M. Cohen & Associates
Illinois
$893K +$18.7K +160 +2%
WP
1355
WealthSource Partners
California
$892K -$410K -3,508 -30%
TTWM
1356
TCV Trust & Wealth Management
Virginia
$888K -$1.17K -10 -0.1%
SAF
1357
Smith Anglin Financial
Texas
$888K -$12.2K -104 -1%
QT
1358
Quantamental Technologies
New York
$888K +$613K +5,239 +187%
AWM
1359
Aberdeen Wealth Management
Illinois
$887K
Verition Fund Management
1360
Verition Fund Management
Connecticut
$884K +$24.2K +207 +3%
BWM
1361
BNC Wealth Management
Oregon
$884K -$286K -2,445 -23%
NFC
1362
Northeast Financial Consultants
Connecticut
$884K -$12.5K -107 -1%
FPF
1363
First Pacific Financial
Washington
$883K +$35.1K +300 +4%
PCM
1364
Penserra Capital Management
California
$882K -$1.69M -14,412 -64%
PPW
1365
Presilium Private Wealth
Pennsylvania
$881K +$13.9K +119 +2%
EWA
1366
Encompass Wealth Advisors
Oregon
$880K +$234 +2 +0%
DIA
1367
Dana Investment Advisors
Wisconsin
$876K
CL
1368
Choreo LLC
Illinois
$875K -$11.1K -95 -1%
SSW
1369
Smith Shellnut Wilson
Mississippi
$875K -$234 -2 -0%
CT
1370
Chicago Trust
Illinois
$869K +$71.5K +611 +8%
RCAG
1371
Rehmann Capital Advisory Group
Michigan
$869K +$5.73K +49 +0.6%
KCM
1372
KRS Capital Management
Michigan
$869K +$6.55K +56 +0.7%
AOWM
1373
Alpha Omega Wealth Management
Virginia
$865K -$39.8K -340 -4%
PFBT
1374
Parkside Financial Bank & Trust
Missouri
$864K +$123K +1,050 +15%
CW
1375
CreativeOne Wealth
Kansas
$864K +$323K +2,765 +55%