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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
701
Sigma Planning Corp
Michigan
$337K +$5.76K +64 +2%
PPH
702
Pure Portfolios Holdings
Oregon
$334K -$7.11K -79 -2%
IAIM
703
International Assets Investment Management
Florida
$334K -$25.5K -283 -7%
WWM
704
Walser Wealth Management
Florida
$330K +$325K +3,607 New
AGP
705
Autumn Glory Partners
Texas
$328K -$45K -500 -12%
Thrivent Financial for Lutherans
706
Thrivent Financial for Lutherans
Minnesota
$319K +$315K +3,494 New
SAM
707
Synergy Asset Management
Washington
$318K +$56.1K +623 +22%
BIG
708
Brooklyn Investment Group
New York
$316K +$307K +3,408 New
HWM
709
HB Wealth Management
Georgia
$316K +$311K +3,453 New
FCP
710
Fidelis Capital Partners
Florida
$314K
KWM
711
Kingsview Wealth Management
Oregon
$314K +$10.3K +114 +3%
FCM
712
Fortis Capital Management
Washington
$314K +$64.4K +715 +26%
OAM
713
Oxford Asset Management
United Kingdom
$313K +$308K +3,424 New
FM
714
Family Management
New York
$310K +$305K +3,389 New
WS
715
Wedbush Securities
California
$309K +$50.2K +557 +20%
SQA
716
Simon Quick Advisors
New Jersey
$307K +$15.1K +168 +5%
ATC
717
Argent Trust Co
Tennessee
$306K
JSSH
718
J. Safra Sarasin Holding
$302K
1C
719
111 Capital
France
$302K -$76.6K -851 -21%
AFP
720
Ausdal Financial Partners
Iowa
$301K -$112K -1,242 -27%
EFS
721
Essex Financial Services
Connecticut
$300K -$80.7K -896 -21%
QCM
722
QRG Capital Management
Illinois
$300K +$45.9K +510 +18%
Fiera Capital (Canada)
723
Fiera Capital (Canada)
Quebec, Canada
$299K -$11.4K -127 -4%
MIM
724
Morningstar Investment Management
Illinois
$296K +$292K +3,238 New
WAG
725
Wilkerson Advisory Group
Missouri
$295K +$290K +3,222 New