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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
676
MGO One Seven
Ohio
$17K +$17.6K +299 New
UB
677
UMB Bank
Missouri
$16.4K -$2.84M -48,090 -15%
FC
678
Ferris Capital
Massachusetts
$16K -$1.47K -25 -9%
IFAM
679
Institutional & Family Asset Management
Colorado
$16K +$236 +4 +1%
MNBTD
680
Moody National Bank Trust Division
Texas
$16K +$15.8K +268 New
PWMG
681
Prestige Wealth Management Group
New Jersey
$16K +$16.2K +274 New
PCP
682
Proficio Capital Partners
Massachusetts
$15K
RWA
683
Ropes Wealth Advisors
Massachusetts
$14K
PAMU
684
Pictet Asset Management (UK)
United Kingdom
$12.5K +$2M +34,000 +19%
EWM
685
Edge Wealth Management
New York
$12K
MCM
686
Manchester Capital Management
Vermont
$12K
MFBTD
687
MB Financial Bank - Trust Department
Illinois
$12K
TFO
688
Tarbox Family Office
California
$12K
CAW
689
Cornerstone Advisors (Washington)
Washington
$12K +$825 +14 +7%
IIM
690
Ipswich Investment Management
Massachusetts
$12K +$11.8K +200 New
EWM
691
Executive Wealth Management
Michigan
$12K +$11.8K +201 New
CB
692
Community Bank
New York
$11K
CIA
693
CSat Investment Advisory
Michigan
$11K +$766 +13 +8%
BCI
694
Brinker Capital Investments
Pennsylvania
$11K +$7.25K +123 +171%
AIA
695
Alera Investment Advisors
Illinois
$11K +$11.6K +196 New
RE
696
RBC Europe
United Kingdom
$10.9K
SWA
697
Sutton Wealth Advisors
Florida
$10.3K
EARNEST Partners
698
EARNEST Partners
Georgia
$10K
FGC
699
Financial Gravity Companies
Texas
$10K +$9.55K +162 New
ME
700
McIlrath & Eck
Washington
$10K +$10.3K +174 New