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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
601
West Family Investments
California
$659K +$668K +3,661 New
SFP
602
Shepherd Financial Partners
Massachusetts
$655K +$15.5K +85 +2%
KWM
603
Kingsview Wealth Management
Oregon
$655K +$115K +628 +21%
IA
604
IFG Advisory
Georgia
$654K -$2.01K -11 -0.3%
IWA
605
IVC Wealth Advisors
Pennsylvania
$654K +$66.8K +366 +11%
FWM
606
Frontier Wealth Management
Missouri
$649K +$18.3K +100 +3%
Koshinski Asset Management
607
Koshinski Asset Management
Illinois
$640K -$55.3K -303 -8%
PJSIMP
608
P.J. Schmidt Investment Management (PJS)
Wisconsin
$639K -$2.3M -12,590 -78%
SWM
609
SeaCrest Wealth Management
New York
$638K +$28.7K +157 +5%
GSWM
610
Golden State Wealth Management
California
$634K +$643K +3,523 New
IRF
611
IBM Retirement Fund
New York
$633K -$150K -820 -19%
WAM
612
World Asset Management
Michigan
$633K -$9.67K -53 -1%
GCIA
613
Gabelli & Co Investment Advisers
New York
$630K
PTP
614
Platform Technology Partners
New York
$626K +$635K +3,481 New
AII
615
AGF Investments Inc
Ontario, Canada
$624K -$2.25M -12,303 -78%
NA
616
NewEdge Advisors
Louisiana
$624K +$60.6K +332 +11%
IWC
617
Integrated Wealth Concepts
Massachusetts
$623K +$64.2K +352 +11%
ACM
618
Alethea Capital Management
Washington
$623K +$632K +3,461 New
RCM
619
Radnor Capital Management
Pennsylvania
$622K
FPB
620
First PREMIER Bank
South Dakota
$621K +$42K +230 +7%
TWM
621
Titus Wealth Management
California
$620K -$91.3K -500 -13%
BIM
622
Bridges Investment Management
Nebraska
$618K -$9.13K -50 -1%
AIP
623
Ameritas Investment Partners
Nebraska
$617K -$69.4K -380 -10%
JIP
624
Jaffetilchin Investment Partners
Florida
$614K -$8.58K -47 -1%
DF
625
Donoghue Forlines
Massachusetts
$613K +$622K +3,410 New