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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
801
Global Retirement Partners
California
$179K +$184K +1,740 New
CCMW
802
Cypress Capital Management (Wyoming)
Wyoming
$179K +$2.65K +25 +1%
HIIFS
803
Harel Insurance Investments & Financial Services
Israel
$177K -$43.9K -415 -19%
IIC
804
Integrated Investment Consultants
Michigan
$176K +$5.5K +52 +3%
AW
805
Alpha Windward
Massachusetts
$169K +$3.71K +35 +2%
CAW
806
Cornerstone Advisors (Washington)
Washington
$159K +$6.78K +64 +4%
NFG
807
Next Financial Group
Texas
$157K -$19.6K -185 -11%
GWM
808
Geneos Wealth Management
Colorado
$155K
CBOA
809
Commonwealth Bank of Australia
Australia
$152K -$18.2K -172 -10%
IDBONY
810
Israel Discount Bank of New York
New York
$152K +$156K +1,473 New
ACS
811
Archford Capital Strategies
Illinois
$151K -$23.7K -224 -13%
SFS
812
Sowell Financial Services
Arkansas
$148K +$132K +1,245 New
PAI
813
Pittenger & Anderson Inc
Nebraska
$144K
SIAP
814
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$134K +$138K +1,300 New
IWM
815
IHT Wealth Management
Illinois
$128K +$131K +1,233 New
TWA
816
TCI Wealth Advisors
Arizona
$124K +$10.9K +103 +9%
RWA
817
Ropes Wealth Advisors
Massachusetts
$121K +$29.1K +275 +31%
SWA
818
Sutton Wealth Advisors
Florida
$120K -$7.3K -69 -6%
WA
819
WFG Advisors
Texas
$118K
NCM
820
Nelson Capital Management
California
$112K
ST
821
Smithfield Trust
Pennsylvania
$105K
AA
822
Apriem Advisors
California
$105K +$108K +1,023 New
DSC
823
Duncker Streett & Co
Missouri
$103K
AIM
824
Acrospire Investment Management
Illinois
$103K +$95.3K +900 +900%
EDRH
825
Edmond de Rothschild Holding
Switzerland
$101K