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Name Holding Trade Value Shares
Change
Change in
Stake
IP
1601
Intellectus Partners
California
$824K +$47.5K +446 +6%
DE
1602
Day & Ennis
Georgia
$822K -$10.3K -97 -1%
TIM
1603
Thompson Investment Management
Wisconsin
$820K -$29.8K -280 -3%
CAM
1604
Close Asset Management
United Kingdom
$814K
SBF
1605
Sara-Bay Financial
Florida
$813K
SWMG
1606
Sanchez Wealth Management Group
Florida
$813K +$3.84K +36 +0.4%
AFM
1607
Abbot Financial Management
Massachusetts
$811K
CWA
1608
Consilium Wealth Advisory
Texas
$806K -$68.6K -644 -7%
PAM
1609
Private Asset Management
California
$806K -$2.24K -21 -0.3%
SIP
1610
Scott Investment Partners
United Kingdom
$803K
IIC
1611
Integrated Investment Consultants
Michigan
$801K +$21.5K +202 +3%
OA
1612
Oxbow Advisors
Texas
$798K +$13.6K +128 +2%
WPC
1613
Wedmont Private Capital
Pennsylvania
$797K +$61.3K +575 +8%
VFA
1614
Voya Financial Advisors
Connecticut
$795K +$43.4K +407 +5%
RRC
1615
Relaxing Retirement Coach
Massachusetts
$794K
PWM
1616
Peterson Wealth Management
Nevada
$794K +$116K +1,085 +15%
WCAMG
1617
Woodard & Company Asset Management Group
North Carolina
$792K
ST
1618
Sabal Trust
Florida
$792K +$411K +3,855 +89%
TWI
1619
Thomas White International
Illinois
$791K
HCA
1620
Harbour Capital Advisors
Virginia
$790K
KA
1621
Kovack Advisors
Florida
$789K -$383K -3,590 -31%
GA
1622
Geller Advisors
New York
$789K +$127K +1,193 +17%
DPI
1623
Diversified Portfolios Inc
Michigan
$786K -$170K -1,591 -16%
SWM
1624
Stockman Wealth Management
Montana
$786K -$36.9K -346 -4%
PIM
1625
Perpetual Investment Management
Australia
$784K