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Name Holding Trade Value Shares
Change
Change in
Stake
I
751
InceptionR
California
$735K -$562K -7,522 -42%
FCI
752
Financial Counselors Inc
Kansas
$734K -$456K -6,096 -37%
CCIA
753
Cherry Creek Investment Advisors
Colorado
$733K +$4.71K +63 +0.6%
APC
754
Aspire Private Capital
North Carolina
$722K +$23.6K +316 +3%
SWP
755
Stratos Wealth Partners
Ohio
$717K -$64.1K -858 -8%
SW
756
SlateStone Wealth
Florida
$715K -$1.2K -16 -0.2%
AAM
757
AR Asset Management
California
$714K
BP
758
Ballentine Partners
Massachusetts
$711K -$6.8K -91 -0.9%
EWA
759
EP Wealth Advisors
California
$709K +$117K +1,570 +19%
WMP
760
Wealth Management Partners
Arizona
$706K -$69.5K -930 -9%
VCG
761
Vantage Consulting Group
Virginia
$706K +$77.3K +1,035 +12%
BFEC
762
Benjamin F. Edwards & Company
Missouri
$704K +$4.86K +65 +0.7%
IAN
763
Integrated Advisors Network
Texas
$702K -$3.15M -42,174 -81%
MAS
764
Meeder Advisory Services
Ohio
$702K +$109K +1,465 +18%
NAMP
765
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$700K -$43K -575 -6%
MSS
766
Mitchell Sinkler & Starr
Pennsylvania
$689K +$29.9K +400 +5%
OA
767
Oxbow Advisors
Texas
$685K
PAG
768
Powers Advisory Group
Illinois
$682K +$11.1K +149 +2%
MFIM
769
Mesirow Financial Investment Management
Illinois
$680K +$299 +4 +0%
ACA
770
Atlas Capital Advisors
Wyoming
$679K +$710K +9,500 +118,750%
NIM
771
Northeast Investment Management
Massachusetts
$678K
IPW
772
Impact Partnership Wealth
Georgia
$678K +$434K +5,806 +158%
JPMIA
773
J.P. Marvel Investment Advisors
Massachusetts
$675K
SSB
774
Sandy Spring Bank
Maryland
$674K -$3.81K -51 -0.5%
MCM
775
MAI Capital Management
Ohio
$673K +$12.9K +173 +2%