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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1676
KPP Advisory Services
Kentucky
$829K +$81.4K +768 +11%
PWM
1677
Purus Wealth Management
California
$829K +$2.65K +25 +0.3%
SAA
1678
Southeast Asset Advisors
Georgia
$827K +$2.76K +26 +0.3%
TCOTS
1679
Trust Company of the South
North Carolina
$823K
PCMI
1680
Paradigm Capital Management Inc
New York
$821K
RCM
1681
RMR Capital Management
California
$821K
MGWM
1682
Marks Group Wealth Management
Minnesota
$820K -$12.2K -115 -1%
AIM
1683
Aspen Investment Management
Michigan
$818K -$264K -2,494 -24%
AC
1684
Avestar Capital
New York
$818K -$15.6K -147 -2%
CWP
1685
CFM Wealth Partners
Texas
$817K -$14.2K -134 -2%
SIA
1686
Strategic Investment Advisors
Michigan
$815K +$33.5K +316 +4%
PTP
1687
Platform Technology Partners
New York
$813K +$829K +7,820 New
FBB
1688
Fulton Breakefield Broenniman
Maryland
$812K -$3.08K -29 -0.4%
1IA
1689
1834 Investment Advisors
Wisconsin
$808K -$1.69M -15,940 -67%
WIA
1690
Westbourne Investment Advisors
Maryland
$807K
SF
1691
Symphony Financial
Texas
$807K -$18.7K -176 -2%
FFG
1692
Fortem Financial Group
California
$806K +$28.2K +266 +4%
TNA
1693
True North Advisors
Texas
$805K -$29.1K -274 -3%
TFM
1694
TFC Financial Management
Massachusetts
$804K -$37.5K -354 -4%
HCA
1695
Harbour Capital Advisors
Virginia
$802K
KA
1696
Klingman & Associates
New York
$800K +$53.9K +508 +7%
DI
1697
DAGCO Inc
Ohio
$800K
CTC
1698
Cetera Trust Company
Minnesota
$800K
SMH
1699
Sanders Morris Harris
Texas
$798K
SBF
1700
Sara-Bay Financial
Florida
$794K -$2.01K -19 -0.2%