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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
526
Institute for Wealth Management
Colorado
$2.91M +$177K +881 +6%
NRS
527
Neville Rodie & Shaw
New York
$2.91M -$16.1K -80 -0.5%
FFN
528
Focus Financial Network
Minnesota
$2.88M -$497K -2,477 -14%
RGI
529
River Global Investors
United Kingdom
$2.88M +$371K +1,850 +14%
MA
530
MUFG Americas
New York
$2.88M +$292K +1,455 +11%
LCH
531
Lee Capital Holdings
New York
$2.87M
CFG
532
Citizens Financial Group
Rhode Island
$2.87M +$51K +254 +2%
APA
533
American Portfolios Advisors
New York
$2.86M +$223K +1,110 +8%
SIA
534
Soltis Investment Advisors
Utah
$2.84M -$43.6K -217 -1%
WSCM
535
Wellington Shields Capital Management
New York
$2.83M -$501K -2,495 -14%
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$2.83M +$133K +661 +5%
CAM
537
Cresset Asset Management
Illinois
$2.82M +$22.7K +113 +0.8%
1WA
538
180 Wealth Advisors
Washington
$2.8M +$87.7K +437 +3%
TH
539
TCTC Holdings
Texas
$2.78M +$60.2K +300 +2%
IFG
540
Independent Financial Group
California
$2.78M +$44.6K +222 +2%
LWAC
541
Laurel Wealth Advisors (California)
California
$2.77M -$66.8K -333 -2%
SA
542
SAM Advisors
California
$2.75M +$72.3K +360 +3%
LS
543
Leelyn Smith
Illinois
$2.75M +$267K +1,328 +10%
HCM
544
Hodges Capital Management
Texas
$2.75M -$247K -1,231 -8%
EWA
545
EP Wealth Advisors
California
$2.74M -$135K -673 -4%
BS
546
Boenning & Scattergood
Pennsylvania
$2.71M -$182K -907 -6%
EWM
547
EPG Wealth Management
Georgia
$2.69M +$119K +593 +4%
HWA
548
HCR Wealth Advisors
California
$2.68M -$3.41K -17 -0.1%
RFM
549
Royal Fund Management
Florida
$2.68M -$24.5K -122 -0.9%
EDRH
550
Edmond de Rothschild Holding
Switzerland
$2.67M +$1.5M +7,449 +114%