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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
526
Cypress Wealth Services
California
$226K -$33.7K -643 -12%
LP
527
LMR Partners
United Kingdom
$226K
IAA
528
Independent Advisor Alliance
North Carolina
$226K +$42.4K +808 +21%
CG
529
Cutler Group
California
$224K +$90.7K +1,730 +62%
PWP
530
Private Wealth Partners
California
$223K
TG
531
TLP Group
Illinois
$222K +$231K +4,410 +6,582%
HTC
532
Haverford Trust Company
Pennsylvania
$219K -$2.04K -39 -0.9%
HIC
533
Holderness Investments Company
North Carolina
$217K
Mackenzie Financial
534
Mackenzie Financial
Ontario, Canada
$217K +$229K +4,374 New
GAM
535
Garrison Asset Management
Arkansas
$215K
GLA
536
Good Life Advisors
Pennsylvania
$212K +$5.66K +108 +3%
CA
537
Continuum Advisory
Idaho
$210K -$213K -4,057 -49%
CCA
538
Checchi Capital Advisers
California
$210K -$6.66K -127 -3%
AWP
539
Ascent Wealth Partners
New York
$210K +$24.9K +474 +13%
APA
540
American Portfolios Advisors
New York
$207K +$419 +8 +0.2%
GP
541
Girard Partners
Pennsylvania
$202K -$3.57K -68 -2%
WOC
542
West Oak Capital
California
$200K
OFW
543
Omnia Family Wealth
Florida
$192K -$48.3K -922 -19%
RIM
544
Rampart Investment Management
Connecticut
$189K -$27.5K -524 -12%
LFG
545
LifePlan Financial Group
Ohio
$188K -$1.94K -37 -1%
SIS
546
Sound Income Strategies
Florida
$178K +$52.5K +1,002 +39%
CF
547
Centaurus Financial
California
$170K +$180K +3,442 New
CCM
548
Cribstone Capital Management
Maine
$159K +$27.2K +518 +19%
WTB
549
Washington Trust Bank
Washington
$149K +$26.2K +500 +20%
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$135K -$2.46K -47 -2%