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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1426
Nations Financial Group
Iowa
$722K +$183K +529 +31%
CPC
1427
Cookson Peirce & Co
Pennsylvania
$721K -$287K -830 -27%
LDB
1428
Lee, Danner & Bass
Tennessee
$715K +$51.8K +150 +7%
WP
1429
WealthSource Partners
California
$712K +$430K +1,245 +129%
SCP
1430
Sandhill Capital Partners
New York
$708K +$19K +55 +3%
NEIRG
1431
New England Investment & Retirement Group
Massachusetts
$708K +$66K +191 +10%
WWM
1432
Windsor Wealth Management
Indiana
$707K +$44.9K +130 +6%
JA
1433
JOYN Advisors
Georgia
$706K -$97.1K -281 -11%
BOPW
1434
Brandywine Oak Private Wealth
Pennsylvania
$705K +$756K +2,187 New
HCM
1435
Hudson Capital Management
New Jersey
$703K +$142K +411 +23%
RIA
1436
Regal Investment Advisors
Michigan
$701K -$175K -507 -19%
BIC
1437
Beach Investment Counsel
Pennsylvania
$701K -$25.9K -75 -4%
PGAM
1438
Princeton Global Asset Management
New Jersey
$701K +$751K +2,174 New
BOTW
1439
Bank of the West
California
$699K +$58K +168 +8%
AIA
1440
Alera Investment Advisors
Illinois
$694K +$743K +2,152 New
FC
1441
Ferris Capital
Massachusetts
$693K -$12.1K -35 -2%
BPA
1442
Beacon Pointe Advisors
California
$693K +$744K +2,155 New
PP
1443
Patten & Patten
Tennessee
$692K -$1.04K -3 -0.1%
WIA
1444
World Investment Advisors
California
$692K +$582K +1,686 New
UCMOK
1445
United Capital Management of KS
Kansas
$691K -$18.3K -53 -2%
GLA
1446
Good Life Advisors
Pennsylvania
$689K +$135K +392 +22%
AAS
1447
Annex Advisory Services
Wisconsin
$688K +$79.5K +230 +12%
HFA
1448
High Falls Advisors
New York
$687K -$48.7K -141 -6%
SIC
1449
Salem Investment Counselors
North Carolina
$686K -$1.38K -4 -0.2%
MWC
1450
MBM Wealth Consultants
Missouri
$686K +$734K +2,126 New