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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
651
Capital Investment Advisory Services
North Carolina
$2.17M +$2.11M +18,009 New
CFGS
652
Concourse Financial Group Securities
Alabama
$2.14M +$158K +1,353 +8%
GWM
653
Geneos Wealth Management
Colorado
$2.13M +$460K +3,930 +29%
CIM
654
Confluence Investment Management
Missouri
$2.12M -$204K -1,744 -9%
PCS
655
Personal CFO Solutions
New Jersey
$2.12M +$112K +957 +6%
DTL
656
Dynamic Technology Lab
Singapore
$2.11M +$1.46M +12,460 +245%
LA
657
LVW Advisors
New York
$2.08M +$92.9K +793 +5%
RCAG
658
Rehmann Capital Advisory Group
Michigan
$2.08M +$5.74K +49 +0.3%
GAA
659
Green Alpha Advisors
Colorado
$2.07M +$108K +923 +6%
QC
660
Quaero Capital
Switzerland
$2.03M
BTWM
661
Baker Tilly Wealth Management
Wisconsin
$2M +$72.3K +617 +4%
APA
662
American Portfolios Advisors
New York
$2M +$373K +3,183 +24%
NIM
663
Needham Investment Management
New York
$1.99M
HNB
664
Huntington National Bank
Ohio
$1.97M +$6.44K +55 +0.3%
SWP
665
Strategic Wealth Partners
Ohio
$1.95M +$447K +3,818 +31%
COI
666
Connable Office Inc
Michigan
$1.94M -$1.17K -10 -0.1%
CIP
667
Capital Insight Partners
Arizona
$1.94M +$168K +1,436 +10%
PAM
668
Panagora Asset Management
Massachusetts
$1.94M +$49.8K +425 +3%
MC
669
Moors & Cabot
Massachusetts
$1.91M -$375K -3,205 -17%
RA
670
RiverPark Advisors
New York
$1.91M +$267K +2,276 +17%
CCA
671
Checchi Capital Advisers
California
$1.88M -$198K -1,694 -10%
9WM
672
9258 Wealth Management
Ohio
$1.87M +$77.8K +664 +4%
CB
673
Cadence Bank
Mississippi
$1.87M +$4.1K +35 +0.2%
EHC
674
Everett Harris & Co
California
$1.86M +$27.5K +235 +2%
CWA
675
Canvas Wealth Advisors
Kansas
$1.86M +$48.5K +414 +3%