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Name Holding Trade Value Shares
Change
Change in
Stake
ADBIC
976
A.D. Beadell Investment Counsel
Wisconsin
$639K
GSEP
977
Golden State Equity Partners
California
$634K -$2.54K -10 -0.4%
GC
978
Grimes & Company
Massachusetts
$629K +$4.58K +18 +0.8%
NS
979
NBC Securities
Alabama
$629K +$189K +743 +47%
CI
980
Corient IA
Florida
$628K
FWCM
981
Ferguson Wellman Capital Management
Oregon
$625K -$356K -1,399 -38%
BWM
982
Biltmore Wealth Management
Arizona
$624K +$5.59K +22 +1%
MGIA
983
Moneta Group Investment Advisors
Missouri
$621K -$16K -63 -3%
HFA
984
Hutchinson Financial Advisors
Virginia
$611K +$577K +2,268 New
PCG
985
Prosperity Consulting Group
Maryland
$608K -$28.7K -113 -5%
FIB
986
First Interstate Bank
Montana
$604K -$2.54K -10 -0.4%
AL
987
ADE LLC
Maryland
$602K -$13.5K -53 -2%
FAFN
988
First Affirmative Financial Network
Colorado
$601K -$22.4K -88 -4%
BWM
989
Blossom Wealth Management
California
$600K +$16K +63 +3%
PVI
990
Pine Valley Investments
New Jersey
$598K -$24.1K -95 -4%
SC
991
Savant Capital
Illinois
$598K -$16.5K -65 -3%
SW
992
Simplicity Wealth
New Jersey
$596K +$286K +1,125 +104%
SWM
993
SeaCrest Wealth Management
New York
$594K +$16.3K +64 +3%
KHCM
994
Kirtland Hills Capital Management
Ohio
$593K
LJHT
995
Laurie J. Hall Trustee
$592K
RWM
996
Rench Wealth Management
Texas
$591K +$1.52K +6 +0.3%
GSIS
997
Global Strategic Investment Solutions
Arizona
$591K
PCS
998
Personal CFO Solutions
New Jersey
$588K -$222K -875 -29%
DWA
999
Douglass Winthrop Advisors
New York
$587K -$486K -1,911 -47%
MOS
1000
MGO One Seven
Ohio
$586K +$64.8K +255 +13%