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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
601
Venturi Wealth Management
Texas
$672K +$79.9K +438 +13%
KCM
602
Kanawha Capital Management
Virginia
$666K – – –
BRWA
603
B. Riley Wealth Advisors
Florida
$659K -$87.4K -479 -12%
WFI
604
West Family Investments
California
$659K +$668K +3,661 New
SFP
605
Shepherd Financial Partners
Massachusetts
$655K +$15.5K +85 +2%
KWM
606
Kingsview Wealth Management
Oregon
$655K +$115K +628 +21%
IA
607
IFG Advisory
Georgia
$654K -$2.01K -11 -0.3%
IWA
608
IVC Wealth Advisors
Pennsylvania
$654K +$66.8K +366 +11%
FWM
609
Frontier Wealth Management
Missouri
$649K +$18.3K +100 +3%
Koshinski Asset Management
610
Koshinski Asset Management
Illinois
$640K -$55.3K -303 -8%
PJSIMP
611
P.J. Schmidt Investment Management (PJS)
Wisconsin
$639K -$2.3M -12,590 -78%
SWM
612
SeaCrest Wealth Management
New York
$638K +$28.7K +157 +5%
GSWM
613
Golden State Wealth Management
California
$634K +$643K +3,523 New
IRF
614
IBM Retirement Fund
New York
$633K -$150K -820 -19%
WAM
615
World Asset Management
Michigan
$633K -$9.67K -53 -1%
GCIA
616
Gabelli & Co Investment Advisers
New York
$630K – – –
PTP
617
Platform Technology Partners
New York
$626K +$635K +3,481 New
AII
618
AGF Investments Inc
Ontario, Canada
$624K -$2.25M -12,303 -78%
NA
619
NewEdge Advisors
Louisiana
$624K +$60.6K +332 +11%
IWC
620
Integrated Wealth Concepts
Massachusetts
$623K +$64.2K +352 +11%
ACM
621
Alethea Capital Management
Washington
$623K +$632K +3,461 New
RCM
622
Radnor Capital Management
Pennsylvania
$622K – – –
FPB
623
First PREMIER Bank
South Dakota
$621K +$42K +230 +7%
TWM
624
Titus Wealth Management
California
$620K -$91.3K -500 -13%
BIM
625
Bridges Investment Management
Nebraska
$618K -$9.13K -50 -1%