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Name Holding Trade Value Shares
Change
Change in
Stake
AW
801
Apricus Wealth
South Carolina
$452K – – –
MK
802
MASTERINVEST Kapitalanlage
$449K – – –
PWPS
803
Pinnacle Wealth Planning Services
Ohio
$448K +$2.3K +10 +0.5%
SWP
804
Stratos Wealth Partners
Ohio
$446K +$15.9K +69 +4%
BI
805
Bolthouse Investments
California
$445K +$424K +1,839 New
LFG
806
Larson Financial Group
Missouri
$442K +$57.1K +248 +16%
LS
807
Livforsakringsbolaget Skandia
Sweden
$441K – – –
FWIA
808
Fort Washington Investment Advisors
Ohio
$439K – – –
RAM
809
Ramirez Asset Management
New York
$434K – – –
FM
810
Family Management
New York
$424K -$1.81M -7,843 -82%
7WCP
811
71 West Capital Partners
Massachusetts
$422K +$94.2K +409 +31%
CCA
812
Checchi Capital Advisers
California
$420K +$1.61K +7 +0.4%
CSIA
813
Conrad Siegel Investment Advisors
Pennsylvania
$420K -$53.9K -234 -12%
LMFP
814
Larry Mathis Financial Planning
Arizona
$419K +$399K +1,730 New
JF
815
JMN Financial
Ohio
$412K +$392K +1,703 New
FLPIM
816
F.L. Putnam Investment Management
Massachusetts
$411K -$14.3K -62 -4%
BAMCO Inc
817
BAMCO Inc
New York
$406K +$387K +1,680 New
PWMAG
818
Pinnacle Wealth Management Advisory Group
New Jersey
$400K -$14.7K -64 -4%
PCP
819
Proficio Capital Partners
Massachusetts
$399K +$380K +1,649 New
PA
820
Pinnacle Associates
New York
$398K -$19.6K -85 -5%
DCU
821
Dara Capital US
Florida
$393K +$89.6K +389 +31%
WDA
822
Wendell David Associates
New Hampshire
$393K -$104K -450 -22%
PP
823
PDS Planning
Ohio
$390K -$6.22K -27 -2%
PPWP
824
Premier Path Wealth Partners
New Jersey
$389K +$4.15K +18 +1%
BTWM
825
Baker Tilly Wealth Management
Wisconsin
$388K -$29.9K -130 -8%