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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1401
Cornerstone Wealth Management
Missouri
$7.87M +$7.36M +76,200 New
WP
1402
WealthPLAN Partners
Nebraska
$7.87M -$3.77M -38,985 -34%
BIAS
1403
Beacon Investment Advisory Services
New Jersey
$7.86M -$256K -2,650 -3%
CAG
1404
Csenge Advisory Group
Florida
$7.85M +$65.6K +679 +0.9%
NFSG
1405
Newbridge Financial Services Group
Florida
$7.83M -$324K -3,356 -4%
PFM
1406
Privium Fund Management
Netherlands
$7.8M +$1.88M +19,500 +35%
HSA
1407
HBK Sorce Advisory
Pennsylvania
$7.8M -$4.67M -48,320 -39%
AF
1408
Arrow Financial
New York
$7.8M -$225K -2,324 -3%
CFG
1409
Cooper Financial Group
California
$7.8M -$125K -1,296 -2%
HPWA
1410
Hall Private Wealth Advisors
North Carolina
$7.8M +$455K +4,705 +7%
DPIM
1411
Duff & Phelps Investment Management
Illinois
$7.79M
M
1412
MOTCO
Texas
$7.78M +$397K +4,113 +6%
NHT
1413
New Hampshire Trust
New Hampshire
$7.78M +$279K +2,886 +4%
SFS
1414
Searcy Financial Services
Kansas
$7.78M +$88.1K +912 +1%
KA
1415
Kintegral Advisory
New York
$7.78M -$391K -4,046 -5%
HCM
1416
Hilton Capital Management
New York
$7.77M
JGUA
1417
John G. Ullman & Associates
New York
$7.76M +$2.42M +25,090 +50%
JSC
1418
Jackson Square Capital
California
$7.75M +$2.94M +30,403 +68%
BCA
1419
Bray Capital Advisors
Florida
$7.74M +$163K +1,685 +2%
CWM
1420
Curi Wealth Management
North Carolina
$7.73M -$542K -5,607 -7%
BONST
1421
Bank of Nova Scotia Trust
Ontario, Canada
$7.73M +$37.2K +385 +0.5%
FA
1422
Fagan Associates
New York
$7.72M +$24K +248 +0.3%
SSWM
1423
Sheets Smith Wealth Management
North Carolina
$7.71M +$51.3K +531 +0.7%
HCM
1424
Howland Capital Management
Massachusetts
$7.68M -$24.8K -257 -0.3%
GAM
1425
Griffin Asset Management
New York
$7.67M +$54.8K +567 +0.8%