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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Cordatus Wealth Management
Pennsylvania
$836K +$202K +364 +37%
UR
402
USCA RIA
Texas
$834K +$6.66K +12 +0.9%
ASN
403
Advisory Services Network
Georgia
$832K -$63.2K -114 -8%
CHAM
404
Clear Harbor Asset Management
Connecticut
$814K +$732K +1,319 New
CG
405
Caprock Group
Idaho
$808K +$9.43K +17 +1%
HBWM
406
Hollow Brook Wealth Management
New York
$806K +$724K +1,305 New
PCA
407
Personal Capital Advisors
California
$802K -$83.7K -151 -10%
ACM
408
Allred Capital Management
Texas
$779K +$555 +1 +0.1%
APA
409
American Portfolios Advisors
New York
$761K +$78.8K +142 +13%
SSWM
410
Sheets Smith Wealth Management
North Carolina
$753K +$10.5K +19 +2%
ECM
411
Evergreen Capital Management
Washington
$750K +$119K +215 +22%
SI
412
Shaker Investments
Ohio
$746K +$555 +1 +0.1%
HSA
413
HBK Sorce Advisory
Pennsylvania
$746K +$16.1K +29 +2%
GIA
414
Gladstone Institutional Advisory
Florida
$738K +$663K +1,195 New
SFO
415
Stokes Family Office
Louisiana
$735K +$190K +342 +40%
CCG
416
Capital CS Group
California
$720K -$304K -548 -32%
OC
417
Oppenheimer & Co
New York
$717K +$644K +1,161 New
FP
418
Financial Perspectives
Minnesota
$714K +$114K +205 +22%
IWP
419
Icon Wealth Partners
Texas
$695K +$139K +250 +29%
1WA
420
180 Wealth Advisors
Washington
$693K -$26.6K -48 -4%
ACA
421
Atlas Capital Advisors
Wyoming
$690K -$7.76K -14 -1%
ETC
422
Exchange Traded Concepts
Oklahoma
$684K +$262K +473 +74%
HFM
423
Harvest Fund Management
China
$683K +$106K +191 +21%
CG
424
Colony Group
Massachusetts
$677K +$39.9K +72 +7%
BCA
425
Bay Colony Advisors
Massachusetts
$666K -$9.43K -17 -2%