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Name Holding Trade Value Shares
Change
Change in
Stake
SWG
726
Summit Wealth Group
Vermont
$16K +$14.4K +26 New
BAM
727
Barrett Asset Management
New York
$15K – – –
CHA
728
Carmichael Hill & Associates
Maryland
$15K – – –
TIM
729
Tortoise Investment Management
New York
$14K – – –
HR
730
Howe & Rusling
New York
$13K -$16.1K -29 -58%
OAJ
731
Ogorek Anthony Joseph
New York
$13K – – –
SA
732
SRH Advisors
Kansas
$12K – – –
LFG
733
Larson Financial Group
Missouri
$12K +$9.43K +17 +850%
OCM
734
Orion Capital Management
California
$12K +$11.1K +20 New
AWA
735
Arkadios Wealth Advisors
Georgia
$11K – – –
DWP
736
Destiny Wealth Partners
Florida
$11K – – –
AF
737
Allworth Financial
California
$10K – – –
PB
738
Pinnacle Bancorp
Nebraska
$10K +$8.87K +16 New
DWA
739
Dorsey Wright & Associates
California
$9.29K +$580K +1,046 +7%
SIS
740
Sound Income Strategies
Florida
$9.27K – – –
WAS
741
Winch Advisory Services
Wisconsin
$9K – – –
EDRH
742
Edmond de Rothschild Holding
Switzerland
$9K +$7.76K +14 New
VNA
743
Valley National Advisers
Pennsylvania
$9K +$7.76K +14 New
SIM
744
Sonora Investment Management
Arizona
$9K +$8.32K +15 New
SCA
745
Stonebridge Capital Advisors
Minnesota
$9K +$8.32K +15 New
CQS
746
Credential Qtrade Securities
$8.03K -$3.88K -7 -35%
HWM
747
Holloway Wealth Management
Florida
$8K – – –
FMP
748
Financial Management Professionals
Texas
$8K +$3.33K +6 +86%
LWA
749
Lenox Wealth Advisors
New York
$7K -$16.6K -30 -73%
AWM
750
Avior Wealth Management
Nebraska
$7K – – –