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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Cornerstone Wealth Management
Missouri
$715K +$38.5K +150 +6%
Capstone Investment Advisors
1002
Capstone Investment Advisors
New York
$715K -$98.9K -385 -12%
SFSG
1003
Sound Financial Strategies Group
Mississippi
$714K +$63.7K +248 +10%
MIM
1004
Merrion Investment Management
New Jersey
$709K
WPW
1005
Waldron Private Wealth
Pennsylvania
$709K -$14.4K -56 -2%
BFA
1006
Brown Financial Advisors
Ohio
$709K +$714K +2,779 New
NFSG
1007
Newbridge Financial Services Group
Florida
$708K +$604K +2,352 +557%
PPG
1008
Peak Planning Group
Colorado
$706K +$306K +1,193 +76%
GWMR
1009
GC Wealth Management RIA
Massachusetts
$700K -$28.2K -110 -4%
EFMC
1010
Empire Financial Management Company
New York
$698K +$25.7K +100 +4%
CFFP
1011
Center for Financial Planning
Michigan
$697K +$21.8K +85 +3%
ETC
1012
Exchange Traded Concepts
Oklahoma
$697K +$15.9K +62 +2%
DS
1013
DRW Securities
Illinois
$693K +$444K +1,728 +175%
SCM
1014
Shelton Capital Management
Colorado
$692K
FNBT
1015
FineMark National Bank & Trust
Florida
$691K +$70.4K +274 +11%
1W
1016
1776 Wealth
Georgia
$690K +$694K +2,703 New
LC
1017
Lindbrook Capital
California
$688K +$32.1K +125 +5%
BAM
1018
Boyar Asset Management
New York
$685K
ACGA
1019
Atlanta Consulting Group Advisors
Georgia
$685K
ECG
1020
Edge Capital Group
Georgia
$684K -$2.05K -8 -0.3%
AC
1021
Avestar Capital
New York
$682K +$214K +835 +45%
MSCM
1022
McElhenny Sheffield Capital Management
Texas
$681K -$35.7K -139 -5%
MBT
1023
Montecito Bank & Trust
California
$680K -$5.14K -20 -0.7%
HJIM
1024
Henry James International Management
New York
$680K
SFS
1025
Stiles Financial Services
Minnesota
$679K +$127K +494 +23%