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Name Holding Trade Value Shares
Change
Change in
Stake
LCC
2051
Lincoln Capital Corp
Rhode Island
$1.09M +$1.06M +37,488 New
KWMG
2052
King Wealth Management Group
Florida
$1.08M +$146K +5,152 +16%
HFM
2053
Hartford Financial Management
Connecticut
$1.08M -$143K -5,032 -12%
RPG
2054
Risk Paradigm Group
Texas
$1.08M -$57.2K -2,016 -5%
PFM
2055
Peak Financial Management
Massachusetts
$1.07M
RTS
2056
Round Table Services
New Jersey
$1.07M -$7.83K -276 -0.7%
VWM
2057
Venturi Wealth Management
Texas
$1.06M -$16K -564 -2%
DWM
2058
Darwin Wealth Management
Florida
$1.06M -$16.1K -568 -2%
CCM
2059
Colorado Capital Management
Colorado
$1.05M +$49.1K +1,732 +5%
IWA
2060
Intercontinental Wealth Advisors
Texas
$1.05M -$286K -10,072 -22%
BIA
2061
Barry Investment Advisors
Massachusetts
$1.04M -$421K -14,860 -29%
BL
2062
Balentine LLC
Georgia
$1.04M -$1.36K -48 -0.1%
VKH
2063
Virtu KCG Holdings
New York
$1.03M -$12.1M -427,736 -92%
IWC
2064
Integrated Wealth Counsel
California
$1.02M +$19.3K +680 +2%
SCP
2065
Syntal Capital Partners
Texas
$1.02M
IIC
2066
Integrated Investment Consultants
Michigan
$1.01M
HA
2067
Harfst & Associates
Wyoming
$1.01M +$35.6K +1,256 +4%
CCM
2068
Context Capital Management
California
$1.01M +$987K +34,800 New
MCMT
2069
Moon Capital Management (Tennessee)
Tennessee
$1M +$680 +24 +0.1%
BIG
2070
Bellwether Investment Group
Tennessee
$1M +$980K +34,568 New
First Eagle Investment Management
2071
First Eagle Investment Management
New York
$997K -$851K -30,000 -47%
LWM
2072
Lenox Wealth Management
Ohio
$990K -$226K -7,964 -19%
SFPIA
2073
Stevens First Principles Investment Advisors
California
$981K -$2.7M -95,120 -74%
1GA
2074
1st Global Advisors
Texas
$981K +$24.9K +880 +3%
WGCA
2075
Wolf Group Capital Advisors
Virginia
$981K +$76.5K +2,700 +9%