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Name Holding Trade Value Shares
Change
Change in
Stake
Perigon Wealth Management
701
Perigon Wealth Management
California
$479K +$38.1K +129 +9%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$478K -$68.3K -231 -12%
Pinnacle Financial Partners (Tennessee)
703
Pinnacle Financial Partners (Tennessee)
Tennessee
$473K +$476K +1,611 New
PWG
704
Portside Wealth Group
Utah
$472K -$53.2K -180 -10%
AWA
705
Arete Wealth Advisors
Illinois
$466K +$470K +1,591 New
GHAM
706
Gilman Hill Asset Management
Connecticut
$463K +$467K +1,578 New
Boothbay Fund Management
707
Boothbay Fund Management
New York
$461K -$391K -1,321 -46%
SWA
708
Stratos Wealth Advisors
Ohio
$460K +$463K +1,565 New
EFA
709
Evernest Financial Advisors
Indiana
$457K +$105K +355 +30%
AE Wealth Management
710
AE Wealth Management
Kansas
$456K +$82.2K +278 +22%
SW
711
SVB Wealth
Massachusetts
$450K -$287K -971 -39%
Freestone Capital Holdings
712
Freestone Capital Holdings
Washington
$449K +$10.3K +35 +2%
JHP
713
James Hambro & Partners
United Kingdom
$446K -$70.3M -237,839 -99%
Avidian Wealth Enterprises
714
Avidian Wealth Enterprises
Texas
$446K +$17.7K +60 +4%
GCC
715
Game Creek Capital
Massachusetts
$440K -$148K -500 -25%
TA
716
Tectonic Advisors
Texas
$439K – – –
Prime Capital Investment Advisors
717
Prime Capital Investment Advisors
Kansas
$439K -$36.4K -123 -8%
SMA
718
Sage Mountain Advisors
Georgia
$434K +$34.6K +117 +9%
IA
719
IFG Advisors
Missouri
$430K – – –
Vident Advisory
720
Vident Advisory
Georgia
$430K -$19.3M -65,155 -98%
GIM
721
Goelzer Investment Management
Indiana
$429K -$7.69K -26 -2%
MW
722
MBL Wealth
North Carolina
$428K +$431K +1,457 New
NRS
723
Neville Rodie & Shaw
New York
$426K – – –
Brooklyn Investment Group
724
Brooklyn Investment Group
New York
$424K – – –
SIG
725
Sargent Investment Group
Maryland
$424K +$427K +1,444 New