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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1326
Fagan Associates
New York
$6.8M +$3.66M +37,780 +118%
RIA
1327
RPG Investment Advisory
California
$6.8M -$174K -1,800 -3%
JWM
1328
Jupiter Wealth Management
Colorado
$6.77M +$2.63M +27,180 +85%
WEC
1329
Winslow Evans & Crocker
Massachusetts
$6.76M -$732K -7,560 -10%
MC
1330
Martin Currie
United Kingdom
$6.74M -$416K -4,300 -6%
AWM
1331
Altium Wealth Management
New York
$6.74M +$842K +8,700 +14%
MS
1332
Maven Securities
Jersey
$6.74M +$6.12M +63,280 +1,084%
BBNA
1333
Bremer Bank National Association
Minnesota
$6.74M +$296K +3,060 +5%
NFG
1334
Next Financial Group
Texas
$6.73M +$178K +1,840 +3%
GVAG
1335
Great Valley Advisor Group
Delaware
$6.72M -$1.98M -20,420 -23%
BHB
1336
Bank Hapoalim BM
Israel
$6.7M +$6.65M +68,720 New
SAG
1337
Spotlight Asset Group
Illinois
$6.65M -$50.3K -520 -0.8%
KIP
1338
Kayak Investment Partners
California
$6.63M +$3.18M +32,840 +93%
MWM
1339
Merriman Wealth Management
Washington
$6.63M -$50.3K -520 -0.8%
DR
1340
Davis Rea
Ontario, Canada
$6.62M -$7.74K -80 -0.1%
BEC
1341
Blue Edge Capital
Virginia
$6.61M +$1.39M +14,340 +27%
IFWM
1342
Institute for Wealth Management
Colorado
$6.6M -$507K -5,240 -7%
CWM
1343
Chronos Wealth Management
Florida
$6.6M -$387K -4,000 -6%
FIM
1344
Frontier Investment Management
Texas
$6.58M -$679K -7,020 -9%
NPT
1345
Nixon Peabody Trust
Massachusetts
$6.57M +$174K +1,800 +3%
HCM
1346
Harvey Capital Management
Florida
$6.56M -$5.62M -58,100 -46%
SWM
1347
SVA Wealth Management
Wisconsin
$6.54M +$2.02M +20,860 +45%
APW
1348
Aurora Private Wealth
New Jersey
$6.52M +$2.67M +27,560 +70%
ANRIA
1349
American National Registered Investment Advisor
Texas
$6.5M -$29K -300 -0.4%
LW
1350
Linscomb Wealth
Texas
$6.5M +$1.18M +12,220 +22%