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Name Holding Trade Value Shares
Change
Change in
Stake
Advisory Alpha
901
Advisory Alpha
Michigan
$621K +$83.7K +677 +15%
QPWM
902
Quadrant Private Wealth Management
Pennsylvania
$619K -$9.27K -75 -1%
Marshall Wace
903
Marshall Wace
United Kingdom
$618K +$646K +5,227 New
Savant Capital
904
Savant Capital
Illinois
$618K +$173K +1,396 +36%
PPWP
905
Premier Path Wealth Partners
New Jersey
$617K +$173K +1,395 +36%
BFA
906
Bright Financial Advisors
Michigan
$617K – – –
MP
907
McDonald Partners
Ohio
$613K -$18.5K -150 -3%
RP
908
Rowlandmiller & Partners
Georgia
$610K +$207K +1,670 +48%
HCP
909
Holt Capital Partners
Texas
$605K +$19.8K +160 +3%
Spire Wealth Management
910
Spire Wealth Management
Virginia
$604K -$26.1K -211 -4%
Moneta Group Investment Advisors
911
Moneta Group Investment Advisors
Missouri
$603K -$65K -526 -9%
TD Waterhouse Canada
912
TD Waterhouse Canada
Ontario, Canada
$600K -$799K -6,463 -56%
BHPW
913
Beverly Hills Private Wealth
California
$600K +$627K +5,074 New
Smartleaf Asset Management
914
Smartleaf Asset Management
Massachusetts
$598K +$52.6K +425 +9%
FDCP
915
Foster Dykema Cabot & Partners
Massachusetts
$596K -$12.4K -100 -2%
Valeo Financial Advisors
916
Valeo Financial Advisors
Indiana
$591K +$87.2K +705 +16%
TAM
917
Trust Asset Management
Texas
$591K – – –
MFS
918
Mirabella Financial Services
United Kingdom
$591K +$618K +4,996 New
NL
919
NWAM LLC
Washington
$586K +$74.6K +603 +14%
FSA
920
Franklin Street Advisors
North Carolina
$583K -$1.15M -9,272 -65%
HM Payson & Co
921
HM Payson & Co
Maine
$581K -$108K -877 -15%
RMCM
922
Reynders McVeigh Capital Management
Massachusetts
$580K -$247 -2 -0%
MDA
923
Minot DeBlois Advisors
Massachusetts
$580K +$56.6K +458 +10%
IAIM
924
International Assets Investment Management
Florida
$573K +$120K +973 +25%
Baker Avenue Asset Management
925
Baker Avenue Asset Management
California
$573K -$215K -1,735 -26%