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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
801
Regent Investment Management
Kentucky
$523K
CWM
802
Cornerstone Wealth Management
Missouri
$523K +$24.3K +450 +7%
ACM
803
Alpha Capital Management
Texas
$523K +$393K +7,260 New
CAM
804
CenterStar Asset Management
Illinois
$522K
BDF
805
Balasa Dinverno & Foltz
$520K +$391K +7,230 New
HCMNY
806
Howard Capital Management (New York)
New York
$519K
EI
807
Ellevest Inc
New York
$517K +$59.2K +1,095 +18%
DOA
808
D'Orazio & Associates
Virginia
$516K -$81.1K -1,500 -17%
GC
809
GFG Capital
Florida
$512K -$94.9K -1,755 -20%
WCM
810
WealthBridge Capital Management
Ohio
$511K +$13.8K +255 +4%
EA
811
Emerald Advisors
Washington
$508K +$381K +7,050 New
ZIG
812
Zuckerman Investment Group
Illinois
$508K +$381K +7,050 New
Bank Julius Baer & Co
813
Bank Julius Baer & Co
Switzerland
$506K -$153K -2,835 -29%
ACP
814
Aviance Capital Partners
Florida
$506K +$381K +7,035 New
FFG
815
Fortem Financial Group
California
$506K +$381K +7,035 New
FA
816
FDx Advisors
Illinois
$504K +$379K +7,005 New
MWM
817
Merriman Wealth Management
Washington
$503K +$19.5K +360 +5%
AS
818
Altshuler Shaham
Israel
$502K -$8.93K -165 -2%
CA
819
Calton & Associates
Florida
$501K +$376K +6,945 New
PFG
820
PAX Financial Group
Texas
$499K +$30K +555 +9%
WSFS
821
Wilmington Savings Fund Society
Delaware
$498K
SCG
822
Sonata Capital Group
Washington
$497K
BWM
823
BerganKDV Wealth Management
Minnesota
$489K
AWM
824
Avitas Wealth Management
California
$488K -$200K -3,705 -35%
WC
825
Woodstock Corp
Massachusetts
$488K +$3.25K +60 +0.9%