Name Holding Trade Value Shares
Change
Change in
Stake
QPW
1676
Quantum Private Wealth
Florida
$830K -$90.4K -853 -10%
KAS
1677
KPP Advisory Services
Kentucky
$829K +$81.4K +768 +11%
PWM
1678
Purus Wealth Management
California
$829K +$2.65K +25 +0.3%
SAA
1679
Southeast Asset Advisors
Georgia
$827K +$2.76K +26 +0.3%
TCOTS
1680
Trust Company of the South
North Carolina
$823K – – –
PCMI
1681
Paradigm Capital Management Inc
New York
$821K – – –
RCM
1682
RMR Capital Management
California
$821K – – –
MGWM
1683
Marks Group Wealth Management
Minnesota
$820K -$12.2K -115 -1%
AIM
1684
Aspen Investment Management
Michigan
$818K -$264K -2,494 -24%
AC
1685
Avestar Capital
New York
$818K -$15.6K -147 -2%
CWP
1686
CFM Wealth Partners
Texas
$817K -$14.2K -134 -2%
SIA
1687
Strategic Investment Advisors
Michigan
$815K +$33.5K +316 +4%
PTP
1688
Platform Technology Partners
New York
$813K +$829K +7,820 New
FBB
1689
Fulton Breakefield Broenniman
Maryland
$812K -$3.08K -29 -0.4%
1IA
1690
1834 Investment Advisors
Wisconsin
$808K -$1.69M -15,940 -67%
WIA
1691
Westbourne Investment Advisors
Maryland
$807K – – –
SF
1692
Symphony Financial
Texas
$807K -$18.7K -176 -2%
FFG
1693
Fortem Financial Group
California
$806K +$28.2K +266 +4%
TNA
1694
True North Advisors
Texas
$805K -$29.1K -274 -3%
TFM
1695
TFC Financial Management
Massachusetts
$804K -$37.5K -354 -4%
HCA
1696
Harbour Capital Advisors
Virginia
$802K – – –
KA
1697
Klingman & Associates
New York
$800K +$53.9K +508 +7%
DI
1698
DAGCO Inc
Ohio
$800K – – –
CTC
1699
Cetera Trust Company
Minnesota
$800K – – –
SMH
1700
Sanders Morris Harris
Texas
$798K – – –