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Name Holding Trade Value Shares
Change
Change in
Stake
TPM
726
Triasima Portfolio Management
Quebec, Canada
$1.3M -$2.18K -3 -0.2%
FTA
727
Financial & Tax Architects
Missouri
$1.29M -$121K -167 -8%
MFGM
728
Marshall Financial Group (Maryland)
Maryland
$1.29M +$119K +164 +9%
MA
729
Montag & Associates
Georgia
$1.29M +$536K +737 +61%
FSA
730
Fort Sheridan Advisors
Illinois
$1.29M +$10.9K +15 +0.8%
IC
731
Iconiq Capital
California
$1.29M -$63.3K -87 -4%
AAP
732
Arax Advisory Partners
Colorado
$1.27M -$425K -584 -23%
PWPS
733
Pinnacle Wealth Planning Services
Ohio
$1.27M +$53.8K +74 +4%
S
734
SimplyRich
California
$1.26M – – –
JFG
735
Jefferies Financial Group
New York
$1.25M +$984K +1,353 +251%
JCM
736
Jacobi Capital Management
Pennsylvania
$1.25M +$130K +179 +10%
MGWM
737
Marks Group Wealth Management
Minnesota
$1.25M +$66.2K +91 +5%
GLR
738
Great Lakes Retirement
Ohio
$1.25M +$217K +298 +19%
TSS
739
Two Sigma Securities
New York
$1.24M -$2.42M -3,331 -64%
CC
740
Callan Capital
California
$1.24M +$119K +163 +10%
F8IS
741
Figure 8 Investment Strategies
Idaho
$1.23M +$54.6K +75 +4%
DWM
742
Dakota Wealth Management
Florida
$1.23M +$652K +896 +93%
WSCM
743
Wellington Shields Capital Management
New York
$1.23M +$314K +431 +30%
PCS
744
Personal CFO Solutions
New Jersey
$1.21M +$155K +213 +13%
SLG
745
Stanley-Laman Group
Pennsylvania
$1.21M +$505K +694 +16%
PA
746
Prossimo Advisors
California
$1.21M +$3.64K +5 +0.3%
CCA
747
Checchi Capital Advisers
California
$1.21M +$2.91K +4 +0.2%
SWM
748
Spire Wealth Management
Virginia
$1.21M +$92.4K +127 +8%
ATC
749
Argent Trust Co
Tennessee
$1.2M -$18.2K -25 -1%
PPWP
750
Premier Path Wealth Partners
New Jersey
$1.2M -$112K -154 -8%