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Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
401
Hollow Brook Wealth Management
New York
$920K +$1K +2 +0.1%
P
402
Paradiem
Louisiana
$918K +$64.6K +129 +6%
WA
403
Wealth Alliance
New York
$904K -$1.5K -3 -0.1%
NL
404
NWAM LLC
Washington
$897K +$58.6K +117 +6%
SPIA
405
Steward Partners Investment Advisory
New York
$889K -$16.5K -33 -2%
PM
406
Parametrica Management
Hong Kong
$880K +$651K +1,300 +159%
Bank of Nova Scotia
407
Bank of Nova Scotia
Ontario, Canada
$873K -$80.2K -160 -7%
FFM
408
Forum Financial Management
Illinois
$870K -$15K -30 -1%
SFI
409
Siemens Fonds Invest
Germany
$870K
AWM
410
AE Wealth Management
Kansas
$864K +$41.6K +83 +4%
CS
411
Comerica Securities
Michigan
$863K +$15.5K +31 +2%
KLC
412
Knowledge Leaders Capital
Colorado
$845K -$60.1K -120 -6%
S
413
SimplyRich
California
$841K
FBC
414
Fairfield, Bush & Co
Connecticut
$841K +$1.01M +2,025 New
GSC
415
Ground Swell Capital
South Carolina
$828K +$999K +1,994 New
OIA
416
OneDigital Investment Advisors
Kansas
$827K +$998K +1,991 New
CAM
417
CenterStar Asset Management
Illinois
$817K
SIA
418
Schechter Investment Advisors
Michigan
$815K -$193K -385 -16%
IC
419
Inverness Counsel
New York
$811K +$62.1K +124 +7%
IVP
420
Intrinsic Value Partners
Arizona
$807K +$138K +275 +16%
MFGM
421
Marshall Financial Group (Maryland)
Maryland
$805K -$9.02K -18 -0.9%
IWC
422
Integrated Wealth Concepts
Massachusetts
$797K -$16K -32 -2%
VF
423
Virtu Financial
New York
$795K -$250K -499 -21%
AIP
424
Ameritas Investment Partners
Nebraska
$792K +$12K +24 +1%
SSWM
425
Smith Salley Wealth Management
North Carolina
$789K -$26.1K -52 -3%