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Name Holding Trade Value Shares
Change
Change in
Stake
IFG Advisory
626
IFG Advisory
Georgia
$972K +$978K +17,152 New
ASBI
627
American State Bank (Iowa)
Iowa
$972K +$60.7K +1,065 +7%
IEQ Capital
628
IEQ Capital
California
$969K -$191K -3,356 -16%
HM Payson & Co
629
HM Payson & Co
Maine
$967K -$60.4K -1,060 -6%
EP Wealth Advisors
630
EP Wealth Advisors
California
$963K +$254K +4,448 +35%
RAM
631
Redmond Asset Management
Virginia
$960K +$198K +3,476 +26%
ADL
632
Asset Dedication LLC
California
$956K +$51.8K +909 +6%
CI
633
Cigna Investments
Connecticut
$955K -$342K -6,000 -26%
LWM
634
Laidlaw Wealth Management
New York
$955K +$960K +16,845 New
WAP
635
Wealthcare Advisory Partners
Pennsylvania
$953K +$487K +8,542 +103%
CAM
636
Columbia Asset Management
Michigan
$951K +$8.55K +150 +0.9%
Kingsview Wealth Management
637
Kingsview Wealth Management
Oregon
$950K +$101K +1,771 +12%
KA
638
Kovack Advisors
Florida
$947K -$23.9K -419 -2%
GCA
639
Greenwood Capital Associates
South Carolina
$936K +$251K +4,400 +36%
Obermeyer Wealth Partners
640
Obermeyer Wealth Partners
Colorado
$935K – – –
Ruffer LLP
641
Ruffer LLP
United Kingdom
$933K – – –
LIM
642
Leavell Investment Management
Alabama
$931K +$5.3K +93 +0.6%
MA
643
Mutual Advisors
Nebraska
$927K +$579K +10,155 +164%
CGH
644
CMG Global Holdings
Texas
$911K +$611K +10,724 +201%
PPP
645
Private Portfolio Partners
New Jersey
$909K -$3.93K -69 -0.4%
OHWP
646
Oak Harbor Wealth Partners
North Carolina
$906K +$911K +15,977 New
CNC
647
Canandaigua National Corp
New York
$902K -$65.5K -1,148 -7%
SC
648
Searle & Co
Connecticut
$899K -$3.65K -64 -0.4%
TC
649
Trilogy Capital
California
$894K +$72.2K +1,266 +9%
CQS
650
Credential Qtrade Securities
$885K +$890K +15,610 New