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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Affinity Wealth Management
Delaware
$225K +$220K +2,446 New
BBA
552
Braun-Bostich & Associates
Pennsylvania
$225K +$220K +2,446 New
ETC
553
Exchange Traded Concepts
Oklahoma
$224K -$363K -4,024 -62%
CFG
554
Citizens Financial Group
Rhode Island
$223K -$3.69K -41 -2%
ML
555
McAdam LLC
Pennsylvania
$218K +$2.25K +25 +1%
PCS
556
Personal CFO Solutions
New Jersey
$218K +$213K +2,365 New
FCI
557
Financial Counselors Inc
Kansas
$217K +$8.11K +90 +4%
FFM
558
Forum Financial Management
Illinois
$217K +$213K +2,358 New
PTC
559
Petrus Trust Company
Texas
$213K +$209K +2,316 New
FRM
560
Fox Run Management
Connecticut
$213K +$209K +2,317 New
HWIS
561
Hancock Whitney Investment Services
Louisiana
$212K +$207K +2,299 New
IC
562
Intersect Capital
California
$212K +$207K +2,301 New
FRA
563
Frank Rimerman Advisors
California
$212K – – –
MCM
564
Morton Capital Management
California
$212K +$207K +2,300 New
FB
565
Fulton Bank
Pennsylvania
$206K +$202K +2,236 New
CIAS
566
Capital Investment Advisory Services
North Carolina
$204K -$49.3K -547 -20%
MSE
567
MUFG Securities EMEA
United Kingdom
$202K +$166K +1,843 +527%
DG
568
Doman Group
New York
$202K +$198K +2,193 New
MGWM
569
Marks Group Wealth Management
Minnesota
$202K +$198K +2,200 New
WCG
570
Weaver Consulting Group
California
$201K +$197K +2,190 New
EFM
571
E Fund Management
China
$200K -$20.5K -228 -10%
TAM
572
Trust Asset Management
Texas
$200K +$196K +2,175 New
GWM
573
Geneos Wealth Management
Colorado
$199K – – –
GC
574
Globeflex Capital
California
$198K – – –
AIM
575
ARK Investment Management
Florida
$196K +$192K +2,133 New