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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
576
Blueshift Asset Management
New Jersey
$687K +$619K +7,638 New
QIM
577
Quest Investment Management
Oregon
$687K -$135K -1,665 -18%
CAG
578
Crestwood Advisors Group
Massachusetts
$686K +$120K +1,482 +24%
EI
579
Ellevest Inc
New York
$676K +$608K +7,509 New
WPA
580
West Paces Advisors
Georgia
$674K -$51.3K -634 -8%
ST
581
Sageworth Trust
Pennsylvania
$673K +$606K +7,480 New
AA
582
Advisory Alpha
Michigan
$671K +$53.4K +660 +10%
CIBC Private Wealth Group
583
CIBC Private Wealth Group
Georgia
$668K +$59.8K +738 +11%
APP
584
Avantax Planning Partners
Iowa
$666K
PA
585
PFG Advisors
Arizona
$664K +$205K +2,529 +52%
VWM
586
Venturi Wealth Management
Texas
$661K -$27K -333 -4%
JIC
587
Johnson Investment Counsel
Ohio
$659K +$236K +2,915 +66%
SCM
588
Shelton Capital Management
Colorado
$658K
BHCM
589
Brevan Howard Capital Management
Jersey
$654K -$490K -6,056 -45%
SMC
590
Smith, Moore & Co
Missouri
$651K
TA
591
TKG Advisors
Indiana
$642K +$39.6K +489 +7%
PFM
592
Potomac Fund Management
Florida
$638K -$6.72K -83 -1%
IF
593
Intrua Financial
Texas
$637K -$4.05K -50 -0.7%
VT
594
Vise Technologies
New York
$632K -$659K -8,139 -54%
ASG
595
Ariston Services Group
California
$627K -$16.9K -209 -3%
BAM
596
Byrne Asset Management
New Jersey
$623K
FMP
597
Financial Management Professionals
Texas
$622K +$3.4K +42 +0.6%
FBT
598
First Bankers Trust
Kentucky
$622K +$9.15K +113 +2%
JCM
599
Jacobi Capital Management
Pennsylvania
$618K +$24.5K +302 +5%
HWMO
600
Heritage Wealth Management (Ohio)
Ohio
$618K