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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
401
Cresset Asset Management
Illinois
$516K -$127K -1,644 -21%
RFC
402
Regions Financial Corp
Alabama
$515K
ACM
403
Advisors Capital Management
New Jersey
$514K +$10.5K +136 +2%
FFM
404
Forum Financial Management
Illinois
$513K +$154 +2 +0%
JWCA
405
J.W. Coons Advisors
Ohio
$512K +$2.39K +31 +0.5%
Baird Financial Group
406
Baird Financial Group
Wisconsin
$511K -$69.1K -896 -12%
CC
407
Centiva Capital
New York
$510K +$483K +6,261 New
REMPR
408
Roof Eidam Maycock Peralta (REMP)
California
$508K +$263K +3,410 +120%
BMCM
409
Burns Matteson Capital Management
New York
$502K +$475K +6,165 New
WS
410
Wedbush Securities
California
$498K +$59.4K +771 +14%
BP
411
Ballentine Partners
Massachusetts
$494K -$63.4K -823 -12%
QCG
412
Quadrant Capital Group
Ohio
$494K +$147K +1,905 +46%
MWC
413
MBM Wealth Consultants
Missouri
$494K +$36.2K +470 +8%
SCM
414
Shelton Capital Management
Colorado
$491K -$32.1K -417 -6%
WA
415
Wealthstar Advisors
Texas
$491K +$465K +6,027 New
CAG
416
Csenge Advisory Group
Florida
$490K -$1.7K -22 -0.3%
IWM
417
IHT Wealth Management
Illinois
$488K +$4.55K +59 +1%
CIBC Asset Management
418
CIBC Asset Management
Ontario, Canada
$488K +$11.9K +155 +3%
IAMOG
419
Investors Asset Management of Georgia
Georgia
$483K -$22.2K -288 -5%
JWCA
420
J.W. Cole Advisors
Florida
$482K -$54.6K -708 -11%
PL
421
Plancorp LLC
Missouri
$481K +$456K +5,910 New
BIG
422
Brooklyn Investment Group
New York
$480K -$12.9K -167 -3%
GT
423
Glenview Trust
Kentucky
$478K
Lido Advisors
424
Lido Advisors
California
$476K +$41.3K +536 +10%
AWM
425
Aries Wealth Management
Maine
$476K