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Name Holding Trade Value Shares
Change
Change in
Stake
SW
201
SlateStone Wealth
Florida
$1.11M +$732K +6,400 +202%
CWG
202
Cornerstone Wealth Group
North Carolina
$1.11M +$1.09M +9,506 New
FC
203
FORA Capital
Florida
$1.1M +$378K +3,303 +54%
APA
204
American Portfolios Advisors
New York
$1.08M -$162K -1,417 -13%
CA
205
Cetera Advisors
Colorado
$1.07M +$195K +1,707 +23%
CAM
206
Contour Asset Management
New York
$1.06M +$1.04M +9,090 New
WSFS
207
Wilmington Savings Fund Society
Delaware
$1.04M
CRC
208
Curi RMB Capital
Illinois
$1.02M +$14.9K +130 +2%
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$942K +$240K +2,098 +35%
PP
210
PDT Partners
New York
$933K +$916K +8,010 New
DSAM
211
Dock Street Asset Management
Florida
$919K +$902K +7,888 New
AFC
212
AFT Forsyth & Company
Florida
$915K +$166K +1,455 +23%
MF
213
Magnetar Financial
Illinois
$915K +$898K +7,854 New
Russell Investments Group
214
Russell Investments Group
United Kingdom
$896K -$332K -2,903 -27%
KFP
215
KMG Fiduciary Partners
Ohio
$891K +$2.06K +18 +0.2%
HIIFS
216
Harel Insurance Investments & Financial Services
Israel
$869K +$735K +6,426 +621%
TVWM
217
Tower View Wealth Management
Wisconsin
$867K +$851K +7,444 New
PIM
218
Platinum Investment Management
Australia
$862K
FHB
219
First Hawaiian Bank
Hawaii
$861K +$321K +2,805 +61%
SBIA
220
Sheaff Brock Investment Advisors
Indiana
$846K +$120K +1,050 +17%
IAA
221
Independent Advisor Alliance
North Carolina
$846K +$407K +3,560 +96%
VIA
222
Vident Investment Advisory
Georgia
$838K +$88.1K +770 +12%
MML Investors Services
223
MML Investors Services
Massachusetts
$835K +$128K +1,121 +19%
MWM
224
Meridian Wealth Management
Kentucky
$828K -$246K -2,149 -23%
GVAG
225
Great Valley Advisor Group
Delaware
$825K -$275K -2,408 -25%