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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Centric Wealth Management
Illinois
$5.06M +$2.02M +8,058 +55%
BP
552
Ballentine Partners
Massachusetts
$4.97M -$758K -3,018 -12%
MYLI
553
Meiji Yasuda Life Insurance
Japan
$4.95M +$459K +1,827 +9%
OCAM
554
Onex Canada Asset Management
Ontario, Canada
$4.91M +$5.09M +20,271 +1,126%
FWM
555
Focused Wealth Management
New York
$4.9M +$67K +267 +1%
Koshinski Asset Management
556
Koshinski Asset Management
Illinois
$4.89M +$204K +813 +4%
PIMJS
557
PKO Investment Management Joint-Stock
Poland
$4.88M -$6.18M -24,600 -53%
PAS
558
Park Avenue Securities
New York
$4.87M +$1.85M +7,377 +51%
PIMG
559
Patriot Investment Management Group
Tennessee
$4.86M +$319K +1,272 +6%
FAM
560
Fulcrum Asset Management
United Kingdom
$4.86M
RIA
561
Realta Investment Advisors
Delaware
$4.85M +$67.8K +270 +1%
SIM
562
Sentry Investment Management
Wisconsin
$4.84M -$21.3M -84,900 -80%
O
563
Ossiam
France
$4.84M -$1.21M -4,833 -18%
PFA
564
Pure Financial Advisors
California
$4.84M +$3.09M +12,303 +131%
PA
565
Pinnacle Associates
New York
$4.82M +$883K +3,519 +19%
G
566
GenTrust
Florida
$4.8M
JPLA
567
Joseph P. Lucia & Associates
New York
$4.8M -$3.78M -15,039 -41%
EDRH
568
Edmond de Rothschild Holding
Switzerland
$4.77M +$398K +1,584 +8%
BIM
569
Bridgecreek Investment Management
Oklahoma
$4.77M -$516K -2,055 -9%
S
570
SignatureFD
Georgia
$4.76M +$852K +3,393 +19%
VFA
571
Voya Financial Advisors
Connecticut
$4.76M -$238K -948 -4%
PIM
572
Parker Investment Management
California
$4.73M -$2.85M -11,349 -35%
PCMC
573
Private Capital Management (Colorado)
Colorado
$4.73M +$940K +3,744 +21%
FCH
574
Freestone Capital Holdings
Washington
$4.73M +$1.97M +7,863 +59%
MSFP
575
Mark Sheptoff Financial Planning
Connecticut
$4.72M -$89.6K -357 -2%