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Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
476
Mach-1 Financial Group
Arkansas
$874K +$821K +7,762 New
BP
477
Ballentine Partners
Massachusetts
$873K +$134K +1,271 +20%
QIM
478
Quantitative Investment Management
Virginia
$870K +$44.4K +420 +6%
PI
479
PFG Investments
New York
$868K -$6.34K -60 -0.8%
GAA
480
Green Alpha Advisors
Colorado
$852K +$19.5K +184 +2%
NMIMC
481
Northwestern Mutual Investment Management Company
Wisconsin
$850K +$199K +1,881 +33%
FPF
482
First Pacific Financial
Washington
$848K -$14.8K -140 -2%
MIM
483
Meridiem Investment Management
United Kingdom
$848K – – –
FLPIM
484
F.L. Putnam Investment Management
Massachusetts
$837K +$57.7K +546 +8%
AAM
485
Advisors Asset Management
Colorado
$808K -$237K -2,237 -24%
MC
486
Moors & Cabot
Massachusetts
$808K – – –
PI
487
PineBridge Investments
New York
$783K -$978K -9,250 -57%
TCOV
488
Trust Company of Vermont
Vermont
$773K -$10.2K -96 -1%
EAM
489
EdenTree Asset Management
United Kingdom
$766K +$719K +6,800 New
VIM
490
Vinva Investment Management
Australia
$761K +$98.4K +930 +16%
HL
491
HeadInvest LLC
Maine
$759K -$30.2K -286 -4%
RCM
492
Radnor Capital Management
Pennsylvania
$755K – – –
KTA
493
Keeley-Teton Advisors
Illinois
$742K +$697K +6,592 New
KAS
494
Kestra Advisory Services
Texas
$741K -$31.8K -301 -4%
GCL
495
Gouws Capital LLC
North Carolina
$734K +$20.3K +192 +3%
ASN
496
Advisory Services Network
Georgia
$721K +$30K +284 +5%
CWM
497
Circle Wealth Management
New Jersey
$721K +$439K +4,152 +185%
DAS
498
Dynamic Advisor Solutions
Arizona
$719K +$41.7K +394 +7%
CW
499
Connectus Wealth
Ohio
$715K – – –
PCS
500
Personal CFO Solutions
New Jersey
$704K +$14.2K +134 +2%