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Name Holding Trade Value Shares
Change
Change in
Stake
ARI
551
Applied Research Investments
Delaware
$5.21M +$3.78M +22,155 New
RCAG
552
Rehmann Capital Advisory Group
Michigan
$5.11M -$419K -2,454 -10%
FWM
553
Focused Wealth Management
New York
$5.11M -$681K -3,990 -16%
FFA
554
First Foundation Advisors
California
$5.07M +$548K +3,213 +18%
MSFP
555
Mark Sheptoff Financial Planning
Connecticut
$5.07M -$56.3K -330 -2%
RIA
556
Realta Investment Advisors
Delaware
$5.06M -$854K -5,004 -19%
RWM
557
Ritholtz Wealth Management
New York
$5.05M +$118K +690 +3%
GP
558
Girard Partners
Pennsylvania
$5.04M +$53.2K +312 +1%
CLOS
559
Compagnie Lombard Odier SCmA
Switzerland
$5.02M +$1.93M +11,337 +113%
MOS
560
MGO One Seven
Ohio
$5.01M +$199K +1,167 +6%
MA
561
Mutual Advisors
Nebraska
$4.99M -$265K -1,554 -7%
FA
562
Financial Avengers
California
$4.99M +$3.62M +21,201 New
DWM
563
Darwin Wealth Management
Florida
$4.98M +$59.4K +348 +2%
Koshinski Asset Management
564
Koshinski Asset Management
Illinois
$4.97M -$90.1K -528 -2%
CCA
565
Checchi Capital Advisers
California
$4.96M -$562K -3,291 -14%
LCH
566
Lee Capital Holdings
New York
$4.94M +$3.58M +21,000 New
NG
567
NWK Group
California
$4.93M +$109K +636 +3%
WAM
568
Weatherly Asset Management
California
$4.91M -$28.2K -165 -0.8%
PWAG
569
Polaris Wealth Advisory Group
California
$4.86M +$70.1K +411 +3%
PIMG
570
Patriot Investment Management Group
Tennessee
$4.83M -$203K -1,188 -5%
SI
571
Stephens Inc
Arkansas
$4.82M -$501K -2,934 -13%
BCM
572
Bayesian Capital Management
New York
$4.81M -$870K -5,100 -20%
DAS
573
Dynamic Advisor Solutions
Arizona
$4.81M +$68.6K +402 +2%
GT
574
Greenleaf Trust
Michigan
$4.8M +$646K +3,783 +23%
MYLI
575
Meiji Yasuda Life Insurance
Japan
$4.8M -$774K -4,536 -18%