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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
1001
B. Riley Wealth Advisors
Florida
$1.21M -$223K -338 -16%
KCM
1002
Kathmere Capital Management
Pennsylvania
$1.21M +$111K +168 +11%
SWM
1003
Salvus Wealth Management
New Jersey
$1.21M -$138K -209 -11%
CSA
1004
Cornerstone Select Advisors
Missouri
$1.21M +$418K +635 +60%
MFWP
1005
Mosaic Family Wealth Partners
Missouri
$1.2M +$157K +238 +16%
ADL
1006
Asset Dedication LLC
California
$1.2M +$31K +47 +3%
WPC
1007
Wedmont Private Capital
Pennsylvania
$1.2M +$48.8K +74 +4%
SF
1008
Summit Financial
New Jersey
$1.19M +$103K +157 +10%
ACP
1009
Aviance Capital Partners
Florida
$1.19M +$1.32K +2 +0.1%
Capstone Investment Advisors
1010
Capstone Investment Advisors
New York
$1.19M -$647K -982 -37%
MCM
1011
Mill Capital Management
North Carolina
$1.19M – – –
SMC
1012
Smith, Moore & Co
Missouri
$1.19M +$2.64K +4 +0.2%
WTC
1013
WhitTier Trust Company
Nevada
$1.18M +$7.25K +11 +0.6%
IAS
1014
Insigneo Advisory Services
Florida
$1.18M +$237K +359 +28%
NQWM
1015
Northwest Quadrant Wealth Management
Oregon
$1.18M +$3.29K +5 +0.3%
SRA
1016
Secured Retirement Advisors
Minnesota
$1.18M +$1.09M +1,655 New
HWA
1017
HighRoad Wealth Advisors
Oregon
$1.18M – – –
HWAM
1018
Hennion & Walsh Asset Management
New Jersey
$1.18M +$142K +215 +15%
NFA
1019
Northern Financial Advisors
Michigan
$1.17M – – –
RIG
1020
RiverFront Investment Group
Virginia
$1.16M +$462K +701 +75%
PCA
1021
Purkiss Capital Advisors
Connecticut
$1.16M +$441K +669 +70%
JSSH
1022
J. Safra Sarasin Holding
$1.16M +$675K +1,024 +129%
C
1023
Certuity
Florida
$1.15M -$15.8K -24 -1%
JFG
1024
Jefferies Financial Group
New York
$1.15M -$2.19M -3,321 -67%
TSWM
1025
Triangle Securities Wealth Management
North Carolina
$1.14M -$48.1K -73 -4%