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Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
426
Mackenzie Financial
Ontario, Canada
$846K -$1.1M -5,492 -57%
GWM
427
Geneos Wealth Management
Colorado
$838K +$116K +581 +16%
UCFA
428
United Capital Financial Advisors
Texas
$835K +$47.6K +238 +6%
BCM
429
Bourgeon Capital Management
Connecticut
$835K +$810K +4,050 +9,000%
WW
430
Waterfront Wealth
Kansas
$821K -$13.6K -68 -2%
JIC
431
Joel Isaacson & Co
New York
$820K -$96K -480 -11%
B
432
Bailard
California
$820K -$67.2K -336 -8%
LCM
433
Logan Capital Management
Pennsylvania
$816K +$408K +2,039 +104%
DLG
434
Daniel L. Goodwin
$814K +$200K +1,000 +33%
QI
435
QS Investors
New York
$802K +$100K +500 +15%
RGC
436
Roberts, Glore & Co
Illinois
$791K
SWM
437
Spire Wealth Management
Virginia
$788K +$4.4K +22 +0.6%
NIM
438
NuWave Investment Management
New Jersey
$787K +$306K +1,528 +66%
FWM
439
Foresight Wealth Management
Utah
$782K +$46K +230 +6%
BFS
440
Bard Financial Services
Connecticut
$775K
BMCM
441
Black Maple Capital Management
Wisconsin
$775K +$420K +2,100 +124%
WCM Investment Management
442
WCM Investment Management
California
$765K +$199K +997 +36%
SW
443
SteelPeak Wealth
California
$762K +$267K +1,333 +55%
SC
444
Shay Capital
New York
$754K -$961K -4,803 -57%
CM
445
Castleark Management
Illinois
$748K +$734K +3,670 New
CG
446
Caprock Group
Idaho
$731K -$8.4K -42 -1%
WS
447
Wedbush Securities
California
$727K -$95K -475 -12%
DA
448
Doliver Advisors
Texas
$723K +$249K +1,243 +54%
SBWIC
449
Schaper Benz & Wise Investment Counsel
Wisconsin
$718K
LFM
450
Lumina Fund Management
New York
$714K