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Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
726
Mosaic Family Wealth Partners
Missouri
$303K +$12.7K +48 +4%
SIA
727
Soltis Investment Advisors
Utah
$301K +$24.3K +92 +9%
MAWA
728
Moss Adams Wealth Advisors
Washington
$300K +$4.76K +18 +2%
CAM
729
Cidel Asset Management
Ontario, Canada
$300K – – –
PAG
730
Poinciana Advisors Group
Florida
$298K – – –
RMC
731
Resources Management Corp
Connecticut
$297K – – –
LCM
732
Landscape Capital Management
New Jersey
$294K +$288K +1,091 New
SACTSONJ
733
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$293K -$18.5K -70 -6%
AA
734
ABC Arbitrage
France
$292K +$287K +1,084 New
CFG
735
Carr Financial Group
Massachusetts
$291K +$1.06K +4 +0.4%
EPW
736
Evolve Private Wealth
California
$290K -$575K -2,174 -67%
PIN
737
Prudent Investors Network
California
$288K -$529 -2 -0.2%
I
738
InceptionR
California
$288K +$282K +1,067 New
CCA
739
Checchi Capital Advisers
California
$284K -$9.78K -37 -3%
CAM
740
Claret Asset Management
Quebec, Canada
$282K -$69.3K -262 -20%
OAM
741
Ostrum Asset Management
France
$279K – – –
PEWA
742
Pacific Excel Wealth Advisors
California
$278K +$273K +1,033 New
HFO
743
Heritage Family Offices
Arizona
$278K +$8.99K +34 +3%
JMA
744
J.M. Arbour
Maine
$276K – – –
WRPWM
745
Werba Rubin Papier Wealth Management
California
$275K +$5.55K +21 +2%
PCP
746
Proficio Capital Partners
Massachusetts
$274K +$269K +1,016 New
Betterment LLC
747
Betterment LLC
New York
$274K +$1.06K +4 +0.4%
JIC
748
Johnson Investment Counsel
Ohio
$273K -$3.44K -13 -1%
NIM
749
Northeast Investment Management
Massachusetts
$272K -$4.23K -16 -2%
KA
750
Kovack Advisors
Florida
$271K +$266K +1,007 New