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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
826
Centric Wealth Management
Illinois
$4.44M +$457K +1,362 +12%
BLAM
827
Bourne Lent Asset Management
New York
$4.44M
CPA
828
Cardiff Park Advisors
California
$4.43M +$4.22M +12,579 New
HWA
829
HCR Wealth Advisors
California
$4.41M -$140K -417 -3%
AMCA
830
Arthur M. Cohen & Associates
Illinois
$4.39M -$264K -786 -6%
WKSWA
831
White Knight Strategic Wealth Advisors
New Jersey
$4.38M +$4.17M +12,441 New
AA
832
Altman Advisors
Illinois
$4.38M -$2.03M -6,066 -30%
FFM
833
Forum Financial Management
Illinois
$4.38M +$4.17M +12,429 New
PWLP
834
Prio Wealth Limited Partnership
Massachusetts
$4.37M +$15.1K +45 +0.4%
SMC
835
Smith, Moore & Co
Missouri
$4.35M +$55.3K +165 +1%
FAM
836
Fulcrum Asset Management
United Kingdom
$4.35M
OIM
837
Oder Investment Management
California
$4.34M +$387K +1,155 +10%
OCM
838
Oribel Capital Management
New York
$4.33M +$4.13M +12,300 New
TPWA
839
TRUE Private Wealth Advisors
Oregon
$4.33M -$1.35M -4,029 -25%
FFS
840
Founders Financial Securities
Maryland
$4.32M -$64.4K -192 -2%
NEI
841
Northwest & Ethical Investments
Ontario, Canada
$4.31M +$4.1M +12,228 New
CAG
842
Crestwood Advisors Group
Massachusetts
$4.3M -$37.2K -111 -0.9%
PPW
843
Pinnacle Private Wealth
Massachusetts
$4.29M +$4.08M +12,174 New
P
844
Pitcairn
Pennsylvania
$4.28M +$105K +312 +3%
RA
845
RFG Advisory
Alabama
$4.26M +$223K +666 +6%
ACI
846
Alpha Cubed Investments
California
$4.26M -$669K -1,995 -14%
FFG
847
Frisch Financial Group
New York
$4.24M +$93.6K +279 +2%
SFG
848
SNS Financial Group
Minnesota
$4.23M -$18.1K -54 -0.4%
PP
849
Paloma Partners
Connecticut
$4.23M -$604K -1,800 -13%
First Manhattan
850
First Manhattan
New York
$4.23M +$18.1K +54 +0.5%