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Name Holding Trade Value Shares
Change
Change in
Stake
SCG
1226
Sonata Capital Group
Washington
$2.92M +$177K +2,480 +7%
CWM
1227
Circle Wealth Management
New Jersey
$2.92M +$609K +8,520 +27%
APP
1228
Avantax Planning Partners
Iowa
$2.92M -$58.6K -820 -2%
FWM
1229
Frontier Wealth Management
Missouri
$2.9M +$591K +8,260 +26%
AF
1230
Ally Financial
Michigan
$2.9M +$429K +6,000 +18%
AC
1231
Athanor Capital
New York
$2.9M +$2.86M +40,000 New
PCG
1232
Private Capital Group
Connecticut
$2.89M -$84.4K -1,180 -3%
HIM
1233
Herald Investment Management
United Kingdom
$2.89M
GP
1234
Geneva Partners
Wisconsin
$2.88M -$179K -2,500 -6%
RG
1235
Rikoon Group
New Mexico
$2.88M +$295K +4,120 +11%
AAM
1236
Azzad Asset Management
Virginia
$2.87M +$74.4K +1,040 +3%
IUHSA
1237
Itau Unibanco Holding S.A.
Brazil
$2.87M +$2.08M +29,040 +274%
PA
1238
Perennial Advisors
New York
$2.87M -$245K -3,420 -8%
NEIRG
1239
New England Investment & Retirement Group
Massachusetts
$2.86M +$2.86K +40 +0.1%
ACA
1240
Anchor Capital Advisors
Massachusetts
$2.84M +$2.45M +34,200 +684%
EWG
1241
Executive Wealth Group
Washington
$2.83M
PCP
1242
Proficio Capital Partners
Massachusetts
$2.82M +$31.5K +440 +1%
CA
1243
Clearstead Advisors
Ohio
$2.8M -$114K -1,600 -4%
ACA
1244
Atlas Capital Advisors
Wyoming
$2.8M +$2.77M +38,700 New
MCC
1245
Malaga Cove Capital
California
$2.79M +$11.4K +160 +0.4%
STMM
1246
South Texas Money Management
Texas
$2.78M -$48.6K -680 -2%
CCC
1247
Chelsea Counsel Company
California
$2.74M +$124K +1,740 +5%
WAOTB
1248
Wealth Advisors of Tampa Bay
Florida
$2.74M -$54.3K -760 -2%
WDA
1249
Wendell David Associates
New Hampshire
$2.74M
CFD
1250
Creative Financial Designs
Indiana
$2.73M +$1.81M +25,380 +205%