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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
201
Jeppson Wealth Management
California
$1.44M +$28.8K +493 +2%
RCM
202
Radnor Capital Management
Pennsylvania
$1.43M +$1.46M +25,055 New
SFP
203
Shepherd Financial Partners
Massachusetts
$1.42M -$150K -2,561 -9%
SI
204
Sprott Inc
Ontario, Canada
$1.41M -$139K -2,383 -9%
ASN
205
Advisory Services Network
Georgia
$1.41M -$23.7K -405 -2%
SEC
206
Seven Eight Capital
New York
$1.4M +$1.44M +24,597 New
XC
207
XY Capital
Hong Kong
$1.39M -$16.9M -288,946 -92%
SFA
208
Sequoia Financial Advisors
Ohio
$1.39M -$30K -514 -2%
KIA
209
KLR Investment Advisors
Rhode Island
$1.36M +$836K +14,308 +202%
DBRC
210
D.B. Root & Company
Pennsylvania
$1.35M +$44.4K +760 +3%
Schroder Investment Management Group
211
Schroder Investment Management Group
United Kingdom
$1.34M +$128K +2,192 +10%
WI
212
Wintrust Investments
Illinois
$1.34M -$91.7K -1,569 -6%
OC
213
Oppenheimer & Co
New York
$1.32M +$141K +2,419 +12%
NB
214
Northwest Bancshares
Pennsylvania
$1.32M -$31.9K -545 -2%
AWM
215
AE Wealth Management
Kansas
$1.32M -$465K -7,948 -26%
P
216
Paradiem
Louisiana
$1.31M +$118K +2,013 +10%
CG
217
Castellan Group
Kentucky
$1.31M +$199K +3,399 +17%
AA
218
Altman Advisors
Illinois
$1.3M +$1.33M +22,780 New
NFG
219
Norris Financial Group
South Carolina
$1.3M -$23K -394 -2%
SPIA
220
Steward Partners Investment Advisory
New York
$1.21M +$71.8K +1,228 +6%
DCM
221
DGS Capital Management
New Jersey
$1.2M -$935 -16 -0.1%
Luther King Capital Management (LKCM)
222
Luther King Capital Management (LKCM)
Texas
$1.2M -$38.5K -658 -3%
BCI
223
Brinker Capital Investments
Pennsylvania
$1.19M -$64.9K -1,111 -5%
OPS
224
Orion Portfolio Solutions
Nebraska
$1.19M -$64.9K -1,111 -5%
GT
225
Greenleaf Trust
Michigan
$1.19M +$877 +15 +0.1%