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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
576
Institute for Wealth Management
Colorado
$711K -$2.55K -7 -0.3%
PSUF
577
People's United Financial
Connecticut
$707K
LS
578
Livforsakringsbolaget Skandia
Sweden
$702K -$72.8K -200 -8%
TSW
579
Thompson Siegel & Walmsley
Virginia
$702K +$364K +1,000 +83%
TCMNY
580
Thrive Capital Management (New York)
New York
$686K
WWM
581
Wolff Wiese Magana
California
$682K -$7.65K -21 -1%
SWP
582
Stratos Wealth Partners
Ohio
$680K +$140K +384 +22%
BFEC
583
Benjamin F. Edwards & Company
Missouri
$679K -$5.83K -16 -0.7%
IWM
584
IHT Wealth Management
Illinois
$674K -$17.8K -49 -2%
RG
585
Rathbones Group
United Kingdom
$671K +$54.3K +149 +8%
SFP
586
Sandbox Financial Partners
Maryland
$670K +$570K +1,564 +292%
Acadian Asset Management
587
Acadian Asset Management
Massachusetts
$668K +$253K +694 +49%
MC
588
Moors & Cabot
Massachusetts
$666K +$3.64K +10 +0.5%
AWM
589
Avitas Wealth Management
California
$663K +$232K +637 +44%
LNC
590
Lincoln National Corp
Pennsylvania
$653K +$251K +690 +51%
PWA
591
Phoenix Wealth Advisors
North Carolina
$651K +$46.6K +128 +7%
BBCM
592
Boardman Bay Capital Management
New York
$638K +$728K +2,000 New
LCS
593
Levin Capital Strategies
New York
$638K +$728K +2,000 New
HIA
594
Harbor Investment Advisory
Maryland
$636K -$61.9K -170 -8%
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$635K
WAP
596
Wealthcare Advisory Partners
Pennsylvania
$623K +$42.6K +117 +6%
Vanguard Personalized Indexing Management
597
Vanguard Personalized Indexing Management
California
$620K -$398K -1,092 -36%
CLOS
598
Compagnie Lombard Odier SCmA
Switzerland
$619K -$757K -2,080 -52%
SWM
599
SeaCrest Wealth Management
New York
$608K -$14.6K -40 -2%
SWA
600
Stratos Wealth Advisors
Ohio
$604K -$12K -33 -2%