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Name Holding Trade Value Shares
Change
Change in
Stake
OIM
676
Oder Investment Management
California
$220K +$201K +958 New
NP
677
NorthRock Partners
Minnesota
$220K +$34.5K +164 +21%
PCS
678
Personal CFO Solutions
New Jersey
$218K +$200K +949 New
TWA
679
TCI Wealth Advisors
Arizona
$218K +$8.2K +39 +4%
DWP
680
Daymark Wealth Partners
Ohio
$214K +$196K +932 New
GT
681
Glenmede Trust
Pennsylvania
$214K +$196K +930 New
RF
682
Roxbury Financial
New Jersey
$214K +$13.5K +64 +7%
MUMSS
683
Mitsubishi UFJ Morgan Stanley Securities
Japan
$211K +$193K +919 New
LEA
684
Legacy Edge Advisors
New York
$208K +$190K +904 New
SOS
685
Silver Oak Securities
Tennessee
$207K +$187K +889 New
RFP
686
Roth Financial Partners
Texas
$207K +$189K +900 New
QI
687
Qtron Investments
Massachusetts
$206K +$188K +894 New
SCM
688
Sterling Capital Management
North Carolina
$204K +$150K +712 +402%
GVAG
689
Great Valley Advisor Group
Delaware
$203K -$151K -716 -45%
PWC
690
Pathfinder Wealth Consulting
North Carolina
$202K +$185K +880 New
MWM
691
Moran Wealth Management
Florida
$201K -$73.2K -348 -28%
LAS
692
Legacy Advisory Services
Pennsylvania
$201K -$84.1K -400 -31%
CWG
693
Crown Wealth Group
North Carolina
$201K
WA
694
Waverly Advisors
Alabama
$201K +$184K +873 New
MO
695
McMillan Office
Michigan
$193K +$177K +840 New
SAG
696
SageView Advisory Group
California
$189K +$173K +822 New
BAMCO Inc
697
BAMCO Inc
New York
$182K +$167K +793 New
HIP
698
HUB Investment Partners
Texas
$182K +$11.4K +54 +7%
HIA
699
Harbor Investment Advisory
Maryland
$172K
HNB
700
Hilltop National Bank
Wyoming
$171K