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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
401
Clear Harbor Asset Management
Connecticut
$814K +$732K +1,319 New
CG
402
Caprock Group
Idaho
$808K +$9.43K +17 +1%
HBWM
403
Hollow Brook Wealth Management
New York
$806K +$724K +1,305 New
PCA
404
Personal Capital Advisors
California
$802K -$83.7K -151 -10%
ACM
405
Allred Capital Management
Texas
$779K +$555 +1 +0.1%
APA
406
American Portfolios Advisors
New York
$761K +$78.8K +142 +13%
SSWM
407
Sheets Smith Wealth Management
North Carolina
$753K +$10.5K +19 +2%
ECM
408
Evergreen Capital Management
Washington
$750K +$119K +215 +22%
SI
409
Shaker Investments
Ohio
$746K +$555 +1 +0.1%
HSA
410
HBK Sorce Advisory
Pennsylvania
$746K +$16.1K +29 +2%
GIA
411
Gladstone Institutional Advisory
Florida
$738K +$663K +1,195 New
SFO
412
Stokes Family Office
Louisiana
$735K +$190K +342 +40%
CCG
413
Capital CS Group
California
$720K -$304K -548 -32%
OC
414
Oppenheimer & Co
New York
$717K +$644K +1,161 New
VC
415
Veracity Capital
Georgia
$704K +$4.44K +8 +0.7%
IWP
416
Icon Wealth Partners
Texas
$695K +$139K +250 +29%
1WA
417
180 Wealth Advisors
Washington
$693K -$26.6K -48 -4%
ACA
418
Atlas Capital Advisors
Wyoming
$690K -$7.76K -14 -1%
ETC
419
Exchange Traded Concepts
Oklahoma
$684K +$262K +473 +74%
HFM
420
Harvest Fund Management
China
$683K +$106K +191 +21%
CG
421
Colony Group
Massachusetts
$677K +$39.9K +72 +7%
BCA
422
Bay Colony Advisors
Massachusetts
$666K -$9.43K -17 -2%
EB
423
Eastern Bank
Massachusetts
$640K
PCG
424
Private Capital Group
Connecticut
$635K -$164K -295 -22%
ECM
425
EMC Capital Management
Texas
$617K