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VMRK

Vivmark Residential

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
501
NEIRG Wealth Management
Massachusetts
$225K +$13.6K +154 +7%
SIA
502
Schechter Investment Advisors
Michigan
$223K +$20K +226 +10%
AG
503
AIA Group
Hong Kong
$220K -$1.7M -19,245 -89%
TNB
504
Thomasville National Bank
Georgia
$220K – – –
WA
505
Winfield Associates
Ohio
$220K – – –
PA
506
Parallel Advisors
California
$219K -$37.8K -428 -15%
CCM
507
Carlson Capital Management
Minnesota
$218K +$530 +6 +0.2%
CWM
508
Centric Wealth Management
Illinois
$214K -$618 -7 -0.3%
HWAM
509
Hennion & Walsh Asset Management
New Jersey
$214K +$210K +2,381 New
RIA
510
Realta Investment Advisors
Delaware
$212K -$26.5K -300 -11%
CGL
511
Clarius Group LLC
Washington
$210K – – –
Capstone Investment Advisors
512
Capstone Investment Advisors
New York
$206K +$202K +2,289 New
BFM
513
Boston Financial Management
Massachusetts
$206K +$203K +2,296 New
CJL
514
Cyrus J. Lawrence
New York
$205K +$202K +2,285 New
PL
515
Plancorp LLC
Missouri
$203K +$1.68K +19 +0.8%
Bessemer Group
516
Bessemer Group
New Jersey
$202K -$21.7K -246 -10%
CWM
517
Cabot Wealth Management
Massachusetts
$202K – – –
SCM
518
Shelton Capital Management
Colorado
$201K – – –
BCM
519
BTR Capital Management
California
$200K – – –
1WA
520
180 Wealth Advisors
Washington
$200K +$194K +2,200 New
BIP
521
Blueprint Investment Partners
North Carolina
$198K -$118K -1,337 -38%
Lazard Asset Management
522
Lazard Asset Management
New York
$198K +$68.5K +776 +54%
PFS
523
Prospera Financial Services
Texas
$194K +$190K +2,156 New
OIA
524
Optimum Investment Advisors
Illinois
$180K – – –
CFGS
525
Concourse Financial Group Securities
Alabama
$174K +$91.9K +1,041 +118%