Name Holding Trade Value Shares
Change
Change in
Stake
FFG
851
Fortem Financial Group
California
$628K -$2.02M -5,917 -76%
CVM
852
Cheviot Value Management
California
$627K – – –
CGL
853
Clarius Group LLC
Washington
$627K +$682 +2 +0.1%
GWP
854
Gen-Wealth Partners
Michigan
$626K -$494K -1,448 -44%
GIM
855
Generali Investments Management
Slovenia
$620K – – –
PCS
856
Personal CFO Solutions
New Jersey
$618K -$31.4K -92 -5%
SPC
857
Sigma Planning Corp
Michigan
$617K +$2.73K +8 +0.4%
CF
858
Centaurus Financial
California
$615K -$570K -1,672 -48%
DADC
859
D.A. Davidson & Co
Montana
$614K +$5.11K +15 +0.8%
O
860
Ossiam
France
$612K -$841K -2,467 -58%
Fisher Asset Management
861
Fisher Asset Management
Washington
$611K +$154K +451 +33%
AF
862
Abound Financial
California
$610K -$26.2K -77 -4%
TPA
863
Trivium Point Advisory
Connecticut
$609K +$6.48K +19 +1%
AIP
864
Ameritas Investment Partners
Nebraska
$606K -$10.9K -32 -2%
IWAO
865
Independence Wealth Advisors (Ohio)
Ohio
$605K +$611K +1,793 New
WG
866
Wellington Group
Indiana
$605K +$611K +1,791 New
ECM
867
Evergreen Capital Management
Washington
$604K -$12.3K -36 -2%
PFBT
868
Parkside Financial Bank & Trust
Missouri
$603K +$13K +38 +2%
DAS
869
Dynamic Advisor Solutions
Arizona
$602K +$25.6K +75 +4%
VDC
870
Van Diest Capital
Iowa
$601K +$607K +1,780 New
CI
871
Cigna Investments
Connecticut
$601K +$4.09K +12 +0.7%
AAG
872
Asset Advisory Group
New Jersey
$598K +$604K +1,772 New
SI
873
Stephens Inc
Arkansas
$592K -$48.7K -143 -8%
WCG
874
Weaver Consulting Group
California
$591K – – –
EA
875
Emerald Advisers
Pennsylvania
$590K -$26.9K -79 -4%