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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
301
Jupiter Wealth Management
Colorado
$1.02M +$1.05M +40,000 New
Neuberger Berman Group
302
Neuberger Berman Group
New York
$1M -$50.7K -1,934 -5%
PA
303
Pinnacle Associates
New York
$1M -$19.6K -749 -2%
VVP
304
Venture Visionary Partners
Ohio
$994K +$58.5K +2,232 +6%
PP
305
Patten & Patten
Tennessee
$991K -$53.8K -2,050 -5%
SMC
306
Smith, Moore & Co
Missouri
$990K +$22.1K +842 +2%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$980K
IAIM
308
International Assets Investment Management
Florida
$972K -$1.14M -43,284 -54%
SWM
309
SeaCrest Wealth Management
New York
$968K +$41.3K +1,576 +4%
XF
310
XML Financial
Maryland
$961K -$17.1K -654 -2%
LNC
311
Lincoln National Corp
Pennsylvania
$957K -$96.3K -3,671 -9%
WJA
312
Willis Johnson & Associates
Texas
$952K -$29.3K -1,119 -3%
CCFCSB
313
Cape Cod Five Cents Savings Bank
Massachusetts
$943K -$21.4K -815 -2%
BU
314
BBVA USA
Alabama
$943K +$936K +35,702 New
IAA
315
Independent Advisor Alliance
North Carolina
$942K -$19.7K -753 -2%
IMC Chicago
316
IMC Chicago
Illinois
$938K +$931K +35,508 New
FCI
317
Financial Counselors Inc
Kansas
$937K -$86K -3,278 -8%
VCA
318
Verdence Capital Advisors
Maryland
$932K +$43.7K +1,668 +5%
ACM
319
Argyle Capital Management
Pennsylvania
$917K
SEC
320
Seven Eight Capital
New York
$915K +$909K +34,651 New
IC
321
IEQ Capital
California
$913K -$9.34K -356 -1%
BCM
322
Birmingham Capital Management
Alabama
$903K +$32.1K +1,224 +4%
SPIA
323
Steward Partners Investment Advisory
New York
$902K -$304K -11,605 -25%
CAM
324
Cresset Asset Management
Illinois
$901K +$515K +19,636 +136%
JHCP
325
Jackson Hole Capital Partners
Oklahoma
$899K +$169K +6,435 +23%