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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
501
Rehmann Capital Advisory Group
Michigan
$183K +$177K +3,290 New
SA
502
SRH Advisors
Kansas
$178K
BFEC
503
Benjamin F. Edwards & Company
Missouri
$176K -$5.39K -100 -3%
EDRH
504
Edmond de Rothschild Holding
Switzerland
$170K +$165K +3,064 New
PA
505
Parallel Advisors
California
$168K +$324 +6 +0.2%
FWM
506
Focused Wealth Management
New York
$167K
AF
507
Arrow Financial
New York
$157K -$539 -10 -0.4%
WAS
508
WESPAC Advisors SoCal
California
$146K +$1.08K +20 +0.8%
WC
509
Whitney & Co
New York
$145K +$140K +2,600 New
TAM
510
Tiverton Asset Management
Delaware
$137K -$77.5K -1,436 -37%
MF
511
MHI Funds
New York
$137K +$2.37K +44 +2%
FRA
512
Front Row Advisors
California
$135K
FANJ
513
Financial Architects (New Jersey)
New Jersey
$133K -$37.2K -690 -22%
TCM
514
Tradewinds Capital Management
Washington
$117K
AIS
515
AlphaOne Investment Services
Pennsylvania
$116K +$60.9K +1,128 +118%
WAM
516
Wealthspire Advisors (Maryland)
Maryland
$112K +$7.23K +134 +7%
PA
517
Perennial Advisors
New York
$109K -$8.63K -160 -8%
TWA
518
TCI Wealth Advisors
Arizona
$106K
TSW
519
Thompson Siegel & Walmsley
Virginia
$106K
VCM
520
Versant Capital Management
Arizona
$102K
IWM
521
IHT Wealth Management
Illinois
$101K
FQ
522
First Quadrant
California
$100K
TF
523
Tompkins Financial
New York
$97K +$93.9K +1,740 New
MGIA
524
Moneta Group Investment Advisors
Missouri
$93K
POIA
525
Pin Oak Investment Advisors
Texas
$92K -$28.1K -520 -24%