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Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SVB Wealth
Massachusetts
$1.1M +$47.3K +236 +5%
CNBTD
402
Citizens National Bank Trust Department
Mississippi
$1.09M -$129K -645 -10%
BFEC
403
Benjamin F. Edwards & Company
Missouri
$1.08M +$205K +1,023 +24%
BRC
404
Bell Rock Capital
Delaware
$1.08M -$248K -1,239 -19%
6CM
405
683 Capital Management
New York
$1.08M -$3.27M -16,300 -75%
AAS
406
Avantax Advisory Services
Texas
$1.07M +$83.6K +417 +9%
SF
407
Summit Financial
New Jersey
$1.07M +$121K +602 +13%
SC
408
Solstein Capital
California
$1.06M
CFB
409
Cullen/Frost Bankers
Texas
$1.05M
HCWM
410
Harrison & Co Wealth Management
Virginia
$1.05M -$17.6K -88 -2%
MFGM
411
Marshall Financial Group (Maryland)
Maryland
$1.05M +$72.3K +361 +7%
IPAM
412
ICICI Prudential Asset Management
India
$1.05M
CT
413
Caldwell Trust
Florida
$1.05M
WA
414
Wealth Alliance
New York
$1.03M -$2.81K -14 -0.3%
CFA
415
CWS Financial Advisors
Michigan
$1.01M
HWA
416
Heritage Wealth Advisors
Virginia
$1.01M
HCA
417
Harbour Capital Advisors
Virginia
$1.01M -$25K -125 -2%
Voloridge Investment Management
418
Voloridge Investment Management
Florida
$1.01M +$995K +4,965 New
PCM
419
Parsons Capital Management
Rhode Island
$1.01M
SCA
420
Sandy Cove Advisors
Massachusetts
$1M +$6.01K +30 +0.6%
IFS
421
Intelligent Financial Strategies
Minnesota
$1M -$130K -649 -12%
RIA
422
Realta Investment Advisors
Delaware
$1M -$28.9K -144 -3%
CS
423
Comerica Securities
Michigan
$994K -$6.61K -33 -0.7%
SPC
424
Sigma Planning Corp
Michigan
$988K +$72.3K +361 +8%
WCM
425
Wunderlich Capital Managemnt
Tennessee
$987K -$7.01K -35 -0.7%