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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
401
King Wealth Management Group
Florida
$736K +$6.27K +192 +0.9%
IAN
402
Integrated Advisors Network
Texas
$731K +$183K +5,593 +35%
NP
403
Nilsine Partners
Colorado
$729K -$18.5K -568 -3%
BTI
404
Blue Trust Inc
Georgia
$727K -$77K -2,360 -10%
RP
405
Raelipskie Partnership
Ontario, Canada
$727K +$56.5K +1,730 +9%
FFBTD
406
First Financial Bank - Trust Division
Ohio
$724K -$69.8K -2,139 -9%
IAS
407
Insigneo Advisory Services
Florida
$723K -$9.11K -279 -1%
HIS
408
Horizon Investment Services
Indiana
$718K -$5.35K -164 -0.8%
MG
409
Mather Group
Illinois
$718K +$58.2K +1,783 +9%
ASN
410
Advisory Services Network
Georgia
$710K -$12.7K -389 -2%
GC
411
Guggenheim Capital
Illinois
$710K +$29.6K +906 +5%
CAI
412
Capital Advisors Inc
Oklahoma
$707K -$286K -8,749 -29%
MCM
413
Monarch Capital Management
Indiana
$703K -$11.4K -350 -2%
NHC
414
Nicholas Hoffman & Company
Georgia
$695K +$417K +12,773 +164%
SC
415
Syon Capital
California
$695K -$30.1K -921 -4%
MYIA
416
Mount Yale Investment Advisors
Colorado
$694K -$26.5K -813 -4%
Thrivent Financial for Lutherans
417
Thrivent Financial for Lutherans
Minnesota
$685K -$10K -307 -1%
FM
418
Foster & Motley
Ohio
$685K -$8K -245 -1%
MFIM
419
Mesirow Financial Investment Management
Illinois
$680K +$2.38K +73 +0.4%
TIAA Trust, National Association
420
TIAA Trust, National Association
North Carolina
$677K +$24.5K +752 +4%
CI
421
Cherokee Insurance
Michigan
$671K – – –
LI
422
Louisbourg Investments
New Brunswick, Canada
$665K – – –
CWM
423
Cornerstone Wealth Management
Missouri
$661K +$751 +23 +0.1%
BIG
424
Brooklyn Investment Group
New York
$660K +$530K +16,253 +496%
EB
425
Eastern Bank
Massachusetts
$659K +$4.54K +139 +0.7%