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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1026
Peterson Wealth Management
Nevada
$2.21M -$488K -1,402 -18%
TIA
1027
Tiemann Investment Advisors
California
$2.2M -$58.8K -169 -3%
CAM
1028
Covenant Asset Management
New Jersey
$2.2M
DI
1029
DFPG Investments
Utah
$2.19M +$252K +724 +14%
CWM
1030
Calamos Wealth Management
Illinois
$2.19M +$49.8K +143 +2%
OAMG
1031
Odey Asset Management Group
United Kingdom
$2.19M +$2.16M +6,200 New
SG
1032
Somerset Group
Minnesota
$2.18M -$89.1K -256 -4%
NFG
1033
Next Financial Group
Texas
$2.18M +$47K +135 +2%
FG
1034
Fiduciary Group
Georgia
$2.17M +$353K +1,014 +21%
WG
1035
Winton Group
United Kingdom
$2.17M +$633K +1,818 +42%
BMC
1036
Benin Management Corp
Connecticut
$2.16M +$383K +1,100 +22%
RE
1037
RBC Europe
United Kingdom
$2.16M -$98.9K -284 -4%
BAAM
1038
Baker Avenue Asset Management
California
$2.15M +$179K +515 +9%
GPFA
1039
Game Plan Financial Advisors
Ohio
$2.15M +$231K +663 +12%
RPC
1040
Rossmore Private Capital
Connecticut
$2.15M +$23.7K +68 +1%
USGIU
1041
U.S. Global Investors (USGI)
Texas
$2.14M
CAC
1042
Certified Advisory Corp
Florida
$2.14M +$2.11M +6,064 New
MFS
1043
Madrona Financial Services
Washington
$2.13M +$10.1K +29 +0.5%
MRCM
1044
M&R Capital Management
New Jersey
$2.12M -$76.6K -220 -4%
MWA
1045
Meridian Wealth Advisors
Texas
$2.12M +$312K +897 +18%
BRG
1046
Bay Rivers Group
Virginia
$2.12M +$1.02M +2,933 +96%
GAM
1047
Geier Asset Management
Maryland
$2.11M +$2.79K +8 +0.1%
BDF
1048
Balasa Dinverno & Foltz
$2.1M +$161K +463 +8%
EWM
1049
Elmwood Wealth Management
California
$2.1M +$2.07M +5,951 New
CI
1050
Conning Inc
Connecticut
$2.1M -$178K -510 -8%