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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$922K -$370K -74,075 -27%
FFN
102
Focus Financial Network
Minnesota
$907K +$6.6K +1,321 +0.7%
CAAS
103
Capital Asset Advisory Services
Michigan
$855K -$49.6K -9,936 -5%
CCIA
104
Campbell & Co Investment Adviser
Maryland
$837K -$609K -122,012 -40%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$815K +$20.7K +4,141 +2%
LCM
106
LCM Capital Management
Illinois
$806K +$2.33K +467 +0.3%
JMPWA
107
JP Morgan Private Wealth Advisors
California
$758K -$8.74K -1,749 -1%
IAMOG
108
Investors Asset Management of Georgia
Georgia
$742K +$5K +1,000 +0.6%
SCM
109
SOL Capital Management
Maryland
$714K -$8.04K -1,609 -1%
SEI Investments
110
SEI Investments
Pennsylvania
$701K +$1.28K +256 +0.2%
PCM
111
Pennsylvania Capital Management
Pennsylvania
$696K
FFM
112
Forum Financial Management
Illinois
$693K -$15.5K -3,097 -2%
DA
113
DCF Advisers
Connecticut
$692K
MHP
114
Manatuck Hill Partners
Connecticut
$692K +$749K +150,000 New
BHB
115
Bank Hapoalim BM
Israel
$674K
LNWWM
116
Laird Norton Wetherby Wealth Management
California
$665K +$12.3K +2,462 +2%
SCM
117
Shelton Capital Management
Colorado
$661K -$404K -80,786 -36%
PFO
118
Pathstone Family Office
New Jersey
$646K +$363K +72,726 +108%
OWM
119
OneAscent Wealth Management
Alabama
$634K +$10.1K +2,027 +1%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$620K -$326K -65,284 -33%
Creative Planning
121
Creative Planning
Kansas
$618K +$203K +40,671 +44%
WA
122
WealthTrust Axiom
Pennsylvania
$588K -$125K -25,091 -16%
FIM
123
Freedom Investment Management
Connecticut
$587K -$976K -195,330 -61%
BCI
124
Brinker Capital Investments
Pennsylvania
$579K -$34.3K -6,857 -5%
PI
125
PEAK6 Investments
Illinois
$551K +$662K +132,547 New