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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
801
Nicolet Advisory Services
Wisconsin
$525K +$3.08K +20 +0.7%
TW
802
TritonPoint Wealth
Maryland
$524K -$107K -692 -18%
FAFN
803
First Affirmative Financial Network
Colorado
$523K -$8.62K -56 -2%
SPC
804
Sigma Planning Corp
Michigan
$522K +$222K +1,444 +90%
FFM
805
Forum Financial Management
Illinois
$521K – – –
PP
806
Patron Partners
Texas
$521K -$8.62K -56 -2%
KWM
807
Kingsview Wealth Management
Oregon
$520K -$1.85K -12 -0.4%
BONH
808
Bank of New Hampshire
New Hampshire
$519K – – –
MA
809
MONECO Advisors
Connecticut
$515K +$80.7K +524 +21%
GWP
810
Gen-Wealth Partners
Michigan
$513K +$460K +2,988 New
VIA
811
Virtus Investment Advisers
Connecticut
$510K +$223K +1,448 +95%
HW
812
Hancock Whitney
Mississippi
$510K +$7.39K +48 +2%
CM
813
Castleark Management
Illinois
$508K – – –
OAM
814
Ostrum Asset Management
France
$506K +$62.2K +404 +16%
NWMG
815
National Wealth Management Group
Ohio
$504K -$104K -676 -19%
SC
816
Savant Capital
Illinois
$499K +$17.9K +116 +4%
QCIG
817
Quad-Cities Investment Group
Iowa
$499K – – –
SC
818
Syon Capital
California
$495K +$22.2K +144 +5%
PWPS
819
Pinnacle Wealth Planning Services
Ohio
$492K +$1.23K +8 +0.3%
PGA
820
Portland Global Advisors
Maine
$491K – – –
CIG
821
Cairn Investment Group
Washington
$490K – – –
PCM
822
Prelude Capital Management
New York
$490K +$439K +2,852 New
CI
823
Conning Inc
Connecticut
$489K +$22.8K +148 +5%
MC
824
Moors & Cabot
Massachusetts
$486K +$436K +2,832 New
QWP
825
Quotient Wealth Partners
Texas
$484K -$94.8K -616 -18%