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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
551
Personal CFO Solutions
New Jersey
$218K +$213K +2,365 New
FCI
552
Financial Counselors Inc
Kansas
$217K +$8.11K +90 +4%
FFM
553
Forum Financial Management
Illinois
$217K +$213K +2,358 New
PTC
554
Petrus Trust Company
Texas
$213K +$209K +2,316 New
FRM
555
Fox Run Management
Connecticut
$213K +$209K +2,317 New
HWIS
556
Hancock Whitney Investment Services
Louisiana
$212K +$207K +2,299 New
IC
557
Intersect Capital
California
$212K +$207K +2,301 New
FRA
558
Frank Rimerman Advisors
California
$212K
MCM
559
Morton Capital Management
California
$212K +$207K +2,300 New
FB
560
Fulton Bank
Pennsylvania
$206K +$202K +2,236 New
CIAS
561
Capital Investment Advisory Services
North Carolina
$204K -$49.3K -547 -20%
MSE
562
MUFG Securities EMEA
United Kingdom
$202K +$166K +1,843 +527%
DG
563
Doman Group
New York
$202K +$198K +2,193 New
MGWM
564
Marks Group Wealth Management
Minnesota
$202K +$198K +2,200 New
WCG
565
Weaver Consulting Group
California
$201K +$197K +2,190 New
EFM
566
E Fund Management
China
$200K -$20.5K -228 -10%
TAM
567
Trust Asset Management
Texas
$200K +$196K +2,175 New
GWM
568
Geneos Wealth Management
Colorado
$199K
GC
569
Globeflex Capital
California
$198K
AIM
570
ARK Investment Management
Florida
$196K +$192K +2,133 New
HNB
571
Huntington National Bank
Ohio
$193K +$7.75K +86 +4%
FWM
572
Focused Wealth Management
New York
$191K
SIM
573
Sentry Investment Management
Wisconsin
$189K -$5.41K -60 -3%
VanEck Associates
574
VanEck Associates
New York
$162K +$69.8K +775 +79%
Carson Wealth (CWM LLC)
575
Carson Wealth (CWM LLC)
Nebraska
$161K +$158K +1,750 New