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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
726
BerganKDV Wealth Management
Minnesota
$641K +$539K +5,500 +3,986%
PFGIA
727
Patriot Financial Group Insurance Agency
Massachusetts
$637K -$499K -5,084 -48%
BMC
728
Beaton Management Company
Massachusetts
$633K
AC
729
Apogem Capital
New York
$625K -$586K -5,976 -52%
Bank Julius Baer & Co
730
Bank Julius Baer & Co
Switzerland
$624K +$35.3K +360 +7%
AF
731
Allworth Financial
California
$620K +$274K +2,791 +105%
AWA
732
Arete Wealth Advisors
Illinois
$618K -$106K -1,085 -17%
B
733
Bailard
California
$615K -$26K -265 -5%
LIP
734
Liontrust Investment Partners
United Kingdom
$614K
Aberdeen Group
735
Aberdeen Group
United Kingdom
$613K -$313K -3,187 -37%
WA
736
Wealth Alliance
New York
$613K -$283K -2,889 -35%
EWM
737
Echo Wealth Management
Minnesota
$613K +$9.41K +96 +2%
Kovitz Investment Group Partners
738
Kovitz Investment Group Partners
Illinois
$609K +$80.5K +821 +18%
FFM
739
Forum Financial Management
Illinois
$604K -$25K -255 -5%
AFP
740
Ausdal Financial Partners
Iowa
$603K -$69.3K -707 -12%
CF
741
Cantor Fitzgerald
New York
$598K +$288K +2,935 +126%
LC
742
Longitude (Cayman)
Cayman Islands
$591K +$510K +5,200 New
HSA
743
HBK Sorce Advisory
Pennsylvania
$589K +$254K +2,595 +100%
MWA
744
Moser Wealth Advisors
Washington
$586K -$392 -4 -0.1%
FIA
745
Foundations Investment Advisors
Arizona
$583K -$12.4K -126 -3%
CWM
746
Cornerstone Wealth Management
Missouri
$582K -$28.4K -290 -5%
TPWM
747
Twelve Points Wealth Management
Massachusetts
$582K -$4.22K -43 -0.8%
EC
748
EdgeRock Capital
Colorado
$580K +$500K +5,095 New
ECM
749
Elgethun Capital Management
South Dakota
$576K +$44.8K +457 +10%
WAM
750
WNY Asset Management
New York
$575K -$29.4K -300 -6%