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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
651
Prospera Financial Services
Texas
$916K +$115K +2,172 +14%
DAM
652
Doheny Asset Management
California
$910K
HPC
653
HM Payson & Co
Maine
$910K -$51.6K -970 -5%
PWM
654
Perigon Wealth Management
California
$908K +$531K +9,995 +142%
PPP
655
Private Portfolio Partners
New Jersey
$908K -$8.24K -155 -0.9%
HFM
656
Hartford Financial Management
Connecticut
$907K -$19.5K -366 -2%
CAGAS
657
Capital Advisory Group Advisory Services
Minnesota
$904K +$64.4K +1,211 +8%
RFM
658
Royal Fund Management
Florida
$902K -$75.3K -1,417 -8%
ONB
659
Old National Bancorp
Indiana
$899K +$10.5K +198 +1%
SCM
660
Shelton Capital Management
Colorado
$897K +$532 +10 +0.1%
SC
661
Searle & Co
Connecticut
$895K
BC
662
Burney Company
Virginia
$894K -$33.4K -628 -4%
MCM
663
Mork Capital Management
California
$894K
HWA
664
Heartwood Wealth Advisors
Virginia
$893K +$62.7K +1,179 +8%
OHWP
665
Oak Harbor Wealth Partners
North Carolina
$889K -$21.7K -409 -2%
RPCONE
666
Retirement Planning Company of New England
Rhode Island
$887K -$28.2K -531 -3%
Lido Advisors
667
Lido Advisors
California
$883K -$218K -4,098 -20%
HCA
668
Harbor Capital Advisors
Illinois
$882K
CFB
669
Cullen/Frost Bankers
Texas
$874K -$118K -2,223 -12%
MMA
670
Miracle Mile Advisors
California
$871K -$34K -639 -4%
SA
671
Strategic Advisors
New York
$870K -$106K -2,000 -11%
SC
672
Sawyer & Company
Massachusetts
$870K +$60.6K +1,140 +8%
IIM
673
InTrack Investment Management
Vermont
$866K -$55.8K -1,050 -6%
BCM
674
Birmingham Capital Management
Alabama
$865K -$14.1K -266 -2%
Impax Asset Management Group
675
Impax Asset Management Group
United Kingdom
$861K -$142K -2,668 -14%