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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
726
Forum Financial Management
Illinois
$680K
UOC
727
UBS O'Connor
Illinois
$678K +$685K +18,894 New
TCM
728
Teza Capital Management
Illinois
$667K +$196K +5,394 +41%
SWM
729
SeaCrest Wealth Management
New York
$666K +$1.49K +41 +0.2%
SAM
730
Smithbridge Asset Management
Pennsylvania
$663K +$154K +4,241 +30%
S
731
SignatureFD
Georgia
$660K +$35.8K +987 +6%
PCM
732
Parsons Capital Management
Rhode Island
$652K
MOS
733
MGO One Seven
Ohio
$636K +$7.25K +200 +1%
PPW
734
Parcion Private Wealth
Washington
$629K
BCM
735
Brookstone Capital Management
Illinois
$628K +$542K +14,953 New
AIP
736
Ameritas Investment Partners
Nebraska
$626K -$18K -496 -3%
MMPW
737
Mitchell McLeod Pugh & Williams
Alabama
$626K +$45.5K +1,256 +8%
CI
738
Cigna Investments
Connecticut
$624K -$30.1K -829 -5%
MIAN
739
Mariner Independent Advisor Network
Kansas
$623K -$20.6K -568 -3%
AP
740
Appleton Partners
Massachusetts
$619K -$12.4K -342 -2%
BCM
741
BTR Capital Management
California
$617K -$2.18K -60 -0.3%
SWA
742
Stratos Wealth Advisors
Ohio
$614K +$227K +6,247 +58%
V
743
Veritable
Delaware
$612K -$182K -5,006 -23%
CPM
744
Connective Portfolio Management
New York
$612K +$580K +16,000 New
NB
745
Nicolet Bankshares
Wisconsin
$610K -$6.75K -186 -1%
ACM
746
Allred Capital Management
Texas
$609K +$689 +19 +0.1%
SIC
747
Samalin Investment Counsel
New York
$583K -$41.3K -1,138 -7%
YAL
748
Your Advocates Ltd
Texas
$576K
WI
749
Wahed Invest
New York
$576K +$39.9K +1,101 +7%
WF
750
Welch & Forbes
Massachusetts
$574K -$5.8K -160 -1%