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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1426
Integrated Investment Consultants
Michigan
$745K +$40.5K +87 +6%
PWM
1427
Perigon Wealth Management
California
$744K +$68.8K +148 +11%
BFA
1428
Beaumont Financial Advisors
Massachusetts
$742K +$19.5K +42 +3%
VC
1429
Veracity Capital
Georgia
$741K -$30.7K -66 -4%
MS
1430
Madden Securities
Texas
$740K -$276K -594 -28%
GCM
1431
Gables Capital Management
Florida
$738K +$29.8K +64 +4%
CAG
1432
Csenge Advisory Group
Florida
$737K -$394K -847 -35%
EWM
1433
Evermay Wealth Management
Virginia
$735K -$14K -30 -2%
HCM
1434
Howland Capital Management
Massachusetts
$735K +$23.3K +50 +3%
HCM
1435
Hall Capital Management
Rhode Island
$734K +$3.26K +7 +0.5%
FFA
1436
First Foundation Advisors
California
$729K +$159K +342 +30%
SFA
1437
Souders Financial Advisors
Ohio
$727K +$8.84K +19 +1%
AC
1438
Avestar Capital
New York
$727K +$62.8K +135 +10%
PG
1439
Patten Group
Tennessee
$723K +$46.5K +100 +7%
BHIA
1440
Birch Hill Investment Advisors
Massachusetts
$717K
RSWM
1441
Robertson Stephens Wealth Management
California
$715K +$678K +1,458 New
RIA
1442
Realta Investment Advisors
Delaware
$714K +$677K +1,456 New
WCM
1443
Windward Capital Management
California
$706K -$7.91K -17 -1%
RIG
1444
Ramiah Investment Group
Wisconsin
$705K -$12.1K -26 -2%
JFGIW
1445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$698K +$102K +219 +18%
PAM
1446
Private Asset Management
California
$694K -$23.3K -50 -3%
SFG
1447
Sather Financial Group
Texas
$693K
FNT
1448
First National Trust
Pennsylvania
$693K +$41.9K +90 +7%
CBFP
1449
Cedar Brook Financial Partners
Ohio
$693K +$237K +510 +57%
TIA
1450
Tiemann Investment Advisors
California
$692K +$11.6K +25 +2%