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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
526
F.L. Putnam Investment Management
Massachusetts
$602K -$168K -840 -22%
AWM
527
Altium Wealth Management
New York
$601K +$106K +528 +22%
VWM
528
Venturi Wealth Management
Texas
$591K -$78.7K -393 -12%
SGA
529
Strategic Global Advisors
California
$586K +$10.4K +52 +2%
GIA
530
Gladstone Institutional Advisory
Florida
$585K -$171K -853 -23%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$583K -$31.5K -157 -5%
ICG
532
InterOcean Capital Group
Tennessee
$583K -$29.9K -149 -5%
SWM
533
SeaCrest Wealth Management
New York
$582K +$310K +1,548 +117%
BCM
534
Becker Capital Management
Oregon
$575K +$4.01K +20 +0.7%
AWA
535
Amplius Wealth Advisors
Pennsylvania
$572K -$36.3K -181 -6%
IAN
536
Integrated Advisors Network
Texas
$571K +$2.81K +14 +0.5%
CHP
537
Cable Hill Partners
Oregon
$571K +$66.1K +330 +13%
FC
538
FCA Corp
Texas
$569K
HJIM
539
Henry James International Management
New York
$565K
RIA
540
Regal Investment Advisors
Michigan
$562K -$665K -3,317 -55%
Nuveen
541
Nuveen
North Carolina
$562K
CA
542
Clearstead Advisors
Ohio
$557K +$116K +581 +27%
VA
543
Valmark Advisers
Ohio
$551K +$10.4K +52 +2%
PGWM
544
Pitti Group Wealth Management
New York
$545K +$7.01K +35 +1%
AI
545
AdvisorShares Investments
Maryland
$540K +$321K +1,600 +151%
ESB
546
Essex Savings Bank
Connecticut
$537K -$4.41K -22 -0.8%
S
547
SimplyRich
California
$533K -$23.4K -117 -4%
P
548
Pitcairn
Pennsylvania
$533K +$29.3K +146 +6%
PSP
549
Principal Street Partners
Tennessee
$530K +$518K +2,587 New
FFM
550
Forum Financial Management
Illinois
$528K +$3.41K +17 +0.7%