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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
201
Bleakley Financial Group
New Jersey
$396K -$3.17K -22 -0.9%
SS
202
Simplicity Solutions
Minnesota
$396K -$3.17K -22 -0.9%
MWM
203
Mission Wealth Management
California
$388K +$14K +97 +4%
NA
204
NewEdge Advisors
Louisiana
$381K +$719 +5 +0.2%
JIC
205
Johnson Investment Counsel
Ohio
$380K -$6.62K -46 -2%
TFCP
206
Twin Focus Capital Partners
Massachusetts
$377K -$85K -591 -20%
KWM
207
Kingsview Wealth Management
Oregon
$374K +$335K +2,325 New
CAWM
208
Capital Advisors Wealth Management
Washington
$371K -$20.9K -145 -6%
CHP
209
Cable Hill Partners
Oregon
$364K +$95.3K +662 +41%
DADC
210
D.A. Davidson & Co
Montana
$364K +$53K +368 +19%
WCA
211
Westover Capital Advisors
Delaware
$361K
TRCT
212
Tower Research Capital (TRC)
New York
$360K +$322K +2,235 +44,700%
HJIM
213
Henry James International Management
New York
$359K
PGFC
214
Peapack-Gladstone Financial Corp
New Jersey
$358K +$7.05K +49 +2%
ATIA
215
American Trust Investment Advisors
New Hampshire
$354K +$51.8K +360 +20%
UBS AM
216
UBS AM
Illinois
$354K
T
217
TCWP
Ohio
$354K +$4.03K +28 +1%
MBT
218
Montecito Bank & Trust
California
$347K +$7.2K +50 +2%
FSA
219
Fort Sheridan Advisors
Illinois
$347K
WFI
220
West Family Investments
California
$340K -$119K -825 -28%
CAM
221
Campion Asset Management
Virginia
$340K +$21.6K +150 +8%
BFS
222
Bradley Foster & Sargent
Connecticut
$334K +$86.3K +600 +41%
PCM
223
Parsons Capital Management
Rhode Island
$323K
CHAM
224
Clear Harbor Asset Management
Connecticut
$322K
IAA
225
Independent Advisor Alliance
North Carolina
$320K -$3.6K -25 -1%