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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1101
Mayflower Financial Advisors
Massachusetts
$2.2M +$81.8K +409 +5%
FW
1102
FirstPurpose Wealth
Utah
$2.2M -$1.4K -7 -0.1%
IIM
1103
Intact Investment Management
Quebec, Canada
$2.2M -$160K -800 -9%
BSAM
1104
Blue Square Asset Management
New York
$2.18M +$1.18M +5,915 +245%
CBFP
1105
Cedar Brook Financial Partners
Ohio
$2.18M -$35K -175 -2%
Verition Fund Management
1106
Verition Fund Management
Connecticut
$2.18M -$3.22M -16,094 -66%
AR
1107
Advisory Research
Illinois
$2.18M +$1.11M +5,541 +199%
MG
1108
Mather Group
Illinois
$2.18M +$74.8K +374 +5%
RIM
1109
Redwood Investment Management
Arizona
$2.18M -$415K -2,077 -20%
PCP
1110
Proficio Capital Partners
Massachusetts
$2.17M +$246K +1,230 +17%
HWM
1111
Hohimer Wealth Management
Washington
$2.17M -$13.2K -66 -0.8%
AFAS
1112
Acorn Financial Advisory Services
Virginia
$2.17M -$63.8K -319 -4%
CWM
1113
Cherrydale Wealth Management
New Jersey
$2.17M +$6.4K +32 +0.4%
NAG
1114
Northstar Advisory Group
New Jersey
$2.16M +$174K +870 +12%
LPAM
1115
Lodestar Private Asset Management
California
$2.16M +$20K +100 +1%
BMCM
1116
Bryn Mawr Capital Management
Pennsylvania
$2.16M -$1.8K -9 -0.1%
GAA
1117
Global Assets Advisory
Florida
$2.15M +$430K +2,148 +37%
SCM
1118
SOL Capital Management
Maryland
$2.15M -$10K -50 -0.6%
FCP
1119
Fidelis Capital Partners
Florida
$2.14M +$631K +3,157 +63%
LWM
1120
Lyell Wealth Management
California
$2.14M +$4K +20 +0.2%
BLAM
1121
Bourne Lent Asset Management
New York
$2.14M
OWA
1122
One Wealth Advisors
California
$2.14M
TCM
1123
Tanaka Capital Management
New York
$2.13M -$43K -215 -3%
CSA
1124
Cottage Street Advisors
Massachusetts
$2.11M +$580K +2,900 +56%
MW
1125
MBL Wealth
North Carolina
$2.1M -$5.4K -27 -0.3%