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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
901
CIM Investment Management
Pennsylvania
$885K -$516 -2 -0.1%
IEFM
902
IQ EQ Fund Management
Ireland
$877K -$200K -776 -20%
LFAS
903
Level Four Advisory Services
Texas
$871K -$936K -3,631 -53%
FWM
904
Frontier Wealth Management
Missouri
$869K +$50.8K +197 +7%
AC
905
Abbrea Capital
California
$867K +$31.7K +123 +4%
FHA
906
First Horizon Advisors
Tennessee
$865K +$248K +960 +43%
SCA
907
Snowden Capital Advisors
New York
$865K +$125K +485 +18%
AWM
908
AE Wealth Management
Kansas
$864K +$387K +1,501 +88%
BIM
909
Barton Investment Management
Pennsylvania
$863K
GFP
910
Gryphon Financial Partners
Ohio
$855K +$761K +2,950 +1,379%
SXL
911
Summit X LLC
Missouri
$852K +$10.3K +40 +1%
SMFG
912
Sumitomo Mitsui Financial Group
Japan
$850K -$150K -582 -16%
VCM
913
Violich Capital Management
California
$844K
NWP
914
Northstar Wealth Partners
Connecticut
$834K -$242K -939 -23%
UR
915
USCA RIA
Texas
$827K +$26.8K +104 +4%
VLC
916
Van Leeuwen & Company
New Jersey
$825K +$788K +3,056 New
CAPTRUST Financial Advisors
917
CAPTRUST Financial Advisors
North Carolina
$815K +$149K +579 +24%
NEIRG
918
New England Investment & Retirement Group
Massachusetts
$814K +$177K +685 +29%
OWD
919
Osborn Williams & Donohoe
Ohio
$811K -$41.3K -160 -5%
FI
920
FormulaFolio Investments
Michigan
$811K -$36.4K -141 -4%
IR
921
Invictus RG
Bermuda
$811K +$463K +1,796 +149%
SGCA
922
Steel Grove Capital Advisors
Tennessee
$810K
KJHP
923
K.J. Harrison & Partners
Ontario, Canada
$810K +$774K +3,000 New
BAM
924
Brave Asset Management
New Jersey
$805K -$12.9K -50 -2%
NME
925
Notis-McConarty Edward
$804K