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Name Holding Trade Value Shares
Change
Change in
Stake
GM
301
GeoWealth Management
Illinois
$736K +$280K +5,500 +56%
EI
302
Ellevest Inc
New York
$736K -$156K -3,077 -17%
ACA
303
American Capital Advisory
Idaho
$735K -$414K -8,134 -35%
BFS
304
Bard Financial Services
Connecticut
$733K -$142K -2,800 -16%
FTUS
305
Flow Traders U.S.
New York
$731K +$770K +15,152 New
Jones Financial Companies
306
Jones Financial Companies
Missouri
$729K +$273K +5,366 +55%
LCM
307
Leisure Capital Management
California
$721K -$149K -2,921 -16%
CCC
308
Chelsea Counsel Company
California
$715K -$52.1K -1,025 -6%
AQR Capital Management
309
AQR Capital Management
Connecticut
$710K +$63.5K +1,249 +9%
ASN
310
Advisory Services Network
Georgia
$703K -$241K -4,743 -25%
DA
311
DCF Advisers
Connecticut
$699K +$178K +3,500 +32%
ProShare Advisors
312
ProShare Advisors
Maryland
$688K -$153K -3,014 -17%
BFG
313
Beacon Financial Group
Texas
$684K -$57.6K -1,133 -7%
AFW
314
Avantra Family Wealth
Pennsylvania
$673K +$709K +13,951 New
KFSC
315
Keystone Financial Services (Colorado)
Colorado
$670K +$14.1K +278 +2%
JIC
316
Johnson Investment Counsel
Ohio
$668K -$35.6K -701 -5%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$660K -$46.2K -908 -6%
VSQM
318
V-Square Quantitative Management
Illinois
$657K +$162K +3,179 +31%
VA
319
Vident Advisory
Georgia
$654K -$40.3K -792 -6%
LNB
320
Ledyard National Bank
$647K -$492K -9,684 -42%
CFG
321
Cooper Financial Group
California
$643K +$13.9K +274 +2%
PCM
322
Parsons Capital Management
Rhode Island
$635K
BRWA
323
B. Riley Wealth Advisors
Florida
$634K -$26.7K -526 -4%
KMWM
324
Keudell/Morrison Wealth Management
Oregon
$624K +$11K +217 +2%
CC
325
Callan Capital
California
$622K -$92.2K -1,813 -12%