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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1501
Perpetual Investment Management
Australia
$656K +$613K +4,630 New
IP
1502
Intellectus Partners
California
$654K +$16.6K +125 +3%
WPP
1503
Whalerock Point Partners
Rhode Island
$652K +$534K +4,031 +696%
CIM
1504
CIM Investment Management
Pennsylvania
$651K -$9.41K -71 -2%
BFEC
1505
Benjamin F. Edwards & Company
Missouri
$650K -$90.1K -680 -13%
SCI
1506
Stableford Capital II
Arizona
$647K +$605K +4,570 New
MW
1507
MBL Wealth
North Carolina
$646K +$605K +4,567 New
PB
1508
Pinnacle Bancorp
Nebraska
$641K
CC
1509
Cannell & Co
New York
$637K -$1.92M -14,460 -76%
MWM
1510
Modera Wealth Management
New Jersey
$632K +$591K +4,463 New
MA
1511
MCF Advisors
Kentucky
$631K
GAG
1512
GM Advisory Group
New York
$629K -$212K -1,603 -26%
MPWT
1513
MassMutual Private Wealth & Trust
Connecticut
$629K +$17.6K +133 +3%
AWM
1514
Avitas Wealth Management
California
$628K +$123K +932 +27%
DBRC
1515
D.B. Root & Company
Pennsylvania
$625K +$15.5K +117 +3%
CA
1516
Claro Advisors
Massachusetts
$624K -$64.3K -485 -10%
NSIM
1517
North Star Investment Management
Illinois
$624K +$21.3K +161 +4%
IR
1518
Invictus RG
Bermuda
$624K +$574K +4,335 +5,780%
BWP
1519
BSW Wealth Partners
Colorado
$623K +$162K +1,222 +38%
RM
1520
Resource Management
Louisiana
$620K +$76K +574 +15%
FSC
1521
Full Sail Capital
Oklahoma
$620K +$97K +732 +19%
CPWM
1522
Cypress Point Wealth Management
Texas
$619K +$580K +4,375 New
ECM
1523
Ensemble Capital Management
California
$617K -$658K -4,970 -53%
TH
1524
TCTC Holdings
Texas
$616K -$98.6K -744 -15%
LFAS
1525
Level Four Advisory Services
Texas
$614K +$41.9K +316 +8%