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Name Holding Trade Value Shares
Change
Change in
Stake
GP
801
Girard Partners
Pennsylvania
$774K
PCM
802
Parsons Capital Management
Rhode Island
$773K +$166 +1 +0%
IWC
803
Integrated Wealth Concepts
Massachusetts
$772K -$39.8K -240 -5%
JAM
804
Jupiter Asset Management
United Kingdom
$770K +$74.9K +452 +11%
STAS
805
Strong Tower Advisory Services
Minnesota
$748K -$48.4K -292 -6%
NL
806
NWAM LLC
Washington
$747K -$42.9K -259 -6%
TWI
807
Thomas White International
Illinois
$743K
PPG
808
Peak Planning Group
Colorado
$743K +$12.4K +75 +2%
CW
809
CreativeOne Wealth
Kansas
$742K -$3.31K -20 -0.5%
CPC
810
Cookson Peirce & Co
Pennsylvania
$735K
DP
811
Dearborn Partners
Illinois
$734K +$2.65K +16 +0.4%
FPS
812
Fieldpoint Private Securities
Connecticut
$733K +$4.97K +30 +0.7%
RA
813
RFG Advisory
Alabama
$728K -$75.2K -454 -10%
IA
814
IFG Advisory
Georgia
$727K -$233K -1,406 -25%
BCA
815
Bay Colony Advisors
Massachusetts
$727K -$126K -762 -15%
LFM
816
LGT Fund Management
Liechtenstein
$726K +$696K +4,200 New
SAM
817
Seelaus Asset Management
New Jersey
$719K -$16.6K -100 -2%
SSG
818
Summit Securities Group
New York
$716K +$256K +1,542 +59%
IPW
819
Inlet Private Wealth
Florida
$714K +$1.99K +12 +0.3%
SWA
820
SFMG Wealth Advisors
Texas
$713K +$2.65K +16 +0.4%
HIM
821
Hotaling Investment Management
Pennsylvania
$711K +$99.8K +602 +17%
RCS
822
Retirement Capital Strategies
California
$708K
VWM
823
Valley Wealth Managers
New Jersey
$706K -$95.3K -575 -12%
MW
824
Marcum Wealth
Ohio
$705K -$9.28K -56 -1%
IIL
825
Insight Inv LLC
California
$705K +$676K +4,081 New