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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
901
Golden State Wealth Management
California
$661K -$44K -330 -8%
CGF
902
Constant Guidance Financial
Massachusetts
$659K -$49.3K -370 -8%
GCM
903
Gator Capital Management
Florida
$657K – – –
Liontrust Investment Partners
904
Liontrust Investment Partners
United Kingdom
$653K +$530K +3,977 New
Hantz Financial Services
905
Hantz Financial Services
Michigan
$652K -$160K -1,199 -23%
Banque Transatlantique
906
Banque Transatlantique
France
$650K – – –
IAS
907
Insigneo Advisory Services
Florida
$649K +$60.1K +451 +13%
TW
908
TritonPoint Wealth
Maryland
$644K +$7.59K +57 +1%
HCA
909
Harbour Capital Advisors
Virginia
$641K – – –
CFM
910
Catalyst Funds Management
Australia
$640K +$520K +3,900 New
Bessemer Group
911
Bessemer Group
New Jersey
$632K -$55.4K -416 -10%
NB
912
Nicolet Bankshares
Wisconsin
$629K +$511K +3,833 New
SWA
913
SFMG Wealth Advisors
Texas
$629K -$236K -1,768 -32%
AGC
914
Aspen Grove Capital
Colorado
$625K +$133 +1 +0%
Financial Engines Advisors
915
Financial Engines Advisors
California
$621K +$504K +3,782 New
WA
916
WP Advisors
California
$621K +$22K +165 +5%
SC
917
Syon Capital
California
$620K +$145K +1,085 +40%
VCA
918
Verdence Capital Advisors
Maryland
$619K -$3.73K -28 -0.7%
FAT
919
First American Trust
California
$614K +$61K +458 +14%
FAFN
920
First Affirmative Financial Network
Colorado
$614K +$498K +3,739 New
Journey Strategic Wealth
921
Journey Strategic Wealth
New Jersey
$612K -$48K -360 -9%
PCM
922
Princeton Capital Management
New Jersey
$611K -$64K -480 -11%
SMH
923
Sanders Morris Harris
Texas
$607K +$493K +3,700 New
PGWM
924
Parisi Gray Wealth Management
New Jersey
$599K +$2.27K +17 +0.5%
PPW
925
Parcion Private Wealth
Washington
$597K -$10.9K -82 -2%