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Name Holding Trade Value Shares
Change
Change in
Stake
NC
2401
NovaPoint Capital
Georgia
$2.6M +$140K +1,900 +5%
KIG
2402
Kessler Investment Group
Indiana
$2.59M -$3.6M -49,008 -55%
BHWM
2403
Bay Harbor Wealth Management
Maryland
$2.59M -$5K -68 -0.2%
AFA
2404
American Financial Advisors
Georgia
$2.58M +$354K +4,816 +15%
DAC
2405
Dividend Assets Capital
South Carolina
$2.58M +$341K +4,640 +13%
FFG
2406
Fortem Financial Group
California
$2.57M -$2.02M -27,476 -40%
PBO
2407
Peoples Bank (Ohio)
Ohio
$2.57M +$74.4K +1,012 +3%
CIA
2408
Cascade Investment Advisors
Oregon
$2.57M -$418K -5,680 -12%
IP
2409
Intellectus Partners
California
$2.57M -$722K -9,820 -20%
HHGA
2410
Halbert Hargrove Global Advisors
California
$2.56M +$115K +1,564 +4%
IA
2411
IFG Advisors
Missouri
$2.56M +$408K +5,552 +16%
SCI
2412
Stableford Capital II
Arizona
$2.56M +$403K +5,476 +16%
PWS
2413
Private Wealth Strategies
Ohio
$2.54M -$297K -4,040 -9%
GCMG
2414
Gyroscope Capital Management Group
Florida
$2.54M -$29.4K -400 -1%
LCH
2415
Lee Capital Holdings
New York
$2.54M
FSCM
2416
Front Street Capital Management
Montana
$2.53M -$93.5K -1,272 -3%
EWM
2417
Elmwood Wealth Management
California
$2.52M +$1.59M +21,592 +56%
AWM
2418
Alterna Wealth Management
Texas
$2.52M -$910K -12,376 -24%
RI
2419
Redwood Investments
Massachusetts
$2.52M -$360K -4,892 -11%
LS
2420
Leelyn Smith
Illinois
$2.51M -$17.4M -236,316 -86%
TF
2421
TimeScale Financial
Massachusetts
$2.51M -$41.2K -560 -1%
PV
2422
Private Vista
Illinois
$2.51M +$87.7K +1,192 +3%
LWM
2423
Lenox Wealth Management
Ohio
$2.5M -$148K -2,016 -5%
RPGK
2424
Retirement Planning Group (Kansas)
Kansas
$2.49M +$298K +4,052 +12%
RTS
2425
Round Table Services
New Jersey
$2.49M -$387K -5,260 -12%