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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2101
Steph & Co
Wisconsin
$727K +$203K +1,231 +32%
KP
2102
Keel Point
Alabama
$727K +$236K +1,426 +44%
BBNB
2103
Baker Boyer National Bank
Washington
$726K -$13.7K -83 -2%
HFA
2104
HC Financial Advisors
California
$726K
MWM
2105
Merriman Wealth Management
Washington
$725K -$44K -266 -5%
LDFR
2106
Lehman & Derafelo Financial Resources
Pennsylvania
$724K -$51.6K -312 -6%
Members Trust
2107
Members Trust
Florida
$724K -$8.27K -50 -1%
AAI
2108
American Assets Inc
California
$724K
IFWM
2109
Institute for Wealth Management
Colorado
$723K +$165 +1 +0%
PPG
2110
Peak Planning Group
Colorado
$723K +$825K +4,991 New
IP
2111
Ignite Planners
California
$722K +$173K +1,048 +26%
CC
2112
Centiva Capital
New York
$721K +$822K +4,974 New
BBA
2113
Baader Bank Aktiengesellschaft
Germany
$717K -$289K -1,747 -26%
TFS
2114
TrustCore Financial Services
Tennessee
$716K +$98.4K +595 +14%
AI
2115
Accredited Investors
Minnesota
$714K -$23.5K -142 -3%
AP
2116
Atwood & Palmer
Missouri
$713K +$21.5K +130 +3%
PAG
2117
Powers Advisory Group
Illinois
$711K -$17.5K -106 -2%
BFM
2118
Boothbay Fund Management
New York
$711K +$812K +4,910 New
AW
2119
Avion Wealth
Texas
$710K +$79K +478 +11%
HLOC
2120
H.L. Ormond & Company
North Carolina
$708K -$170K -1,029 -17%
EA
2121
Eclectic Associates
California
$708K -$2.81K -17 -0.3%
GWAM
2122
Guardian Wealth Advisors (Minnesota)
Minnesota
$708K +$21.5K +130 +3%
WP
2123
WealthShield Partners
North Carolina
$708K +$32.1K +194 +4%
SCM
2124
Stevens Capital Management
Pennsylvania
$705K -$2.54M -15,387 -76%
GWS
2125
Glassman Wealth Services
Virginia
$705K +$52.1K +315 +7%