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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
CIBC World Markets
New York
$614K +$163K +1,424 +33%
SFG
477
Sovereign Financial Group
Connecticut
$613K +$464K +4,043 +240%
LWAC
478
Laurel Wealth Advisors (California)
California
$610K -$3.44K -30 -0.5%
KeyBank National Association
479
KeyBank National Association
Ohio
$609K -$472K -4,113 -42%
PWM
480
Purus Wealth Management
California
$606K -$5.17K -45 -0.8%
PCP
481
Proficio Capital Partners
Massachusetts
$606K +$342K +2,982 +111%
IWM
482
IHT Wealth Management
Illinois
$603K -$40.3K -351 -6%
HIM
483
Hillsdale Investment Management
Ontario, Canada
$602K +$644K +5,615 New
B
484
Bailard
California
$591K +$633K +5,519 New
BM
485
Brandywine Managers
Delaware
$590K
FPGK
486
Financial Partners Group (Kansas)
Kansas
$586K +$328K +2,858 +109%
CTC
487
Central Trust Company
Missouri
$584K
CFA
488
Compass Financial Advisors
Indiana
$582K +$157K +1,368 +34%
SCM
489
Silvant Capital Management
Georgia
$576K -$7.58K -66 -1%
MHS
490
M Holdings Securities
Oregon
$571K +$612K +5,329 New
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$570K -$35.2K -307 -5%
IC
492
Intersect Capital
California
$556K -$217K -1,892 -27%
Fidelity International
493
Fidelity International
Bermuda
$556K +$595K +5,187 New
AIM
494
Aspen Investment Management
Michigan
$553K -$31.6K -275 -5%
N
495
Natixis
France
$547K -$451K -3,931 -43%
SLAM
496
Swiss Life Asset Management
$547K +$586K +5,104 New
BCM
497
Beck Capital Management
Texas
$541K +$417K +3,631 +256%
AWM
498
Apollon Wealth Management
South Carolina
$540K +$39.8K +347 +7%
GG
499
Gleason Group
Kentucky
$537K +$269K +2,340 +88%
AP
500
Americana Partners
Texas
$533K +$583K +5,078 New