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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
526
JFS Wealth Advisors
Pennsylvania
$622K -$49.1K -5,022 -7%
FSA
527
Fort Sheridan Advisors
Illinois
$621K -$142K -14,500 -19%
SIA
528
Strategic Investment Advisors
Michigan
$619K +$23.8K +2,432 +4%
IA
529
Insight Advisors
Pennsylvania
$619K +$322 +33 +0.1%
GLA
530
Good Life Advisors
Pennsylvania
$618K -$106K -10,829 -15%
CWM
531
Congress Wealth Management
Massachusetts
$615K +$596K +61,032 New
CCM
532
Coldstream Capital Management
Washington
$615K +$49.2K +5,035 +9%
KCM
533
Kendall Capital Management
Maryland
$612K -$110K -11,290 -16%
SIG
534
Sargent Investment Group
Maryland
$609K -$123K -12,542 -17%
AB
535
ANB Bank
Colorado
$608K +$16.3K +1,666 +3%
NSEDCP
536
NJ State Employees Deferred Compensation Plan
New Jersey
$602K
AGP
537
Aspire Growth Partners
Florida
$600K +$25.3K +2,587 +5%
PP
538
Prudential plc
United Kingdom
$593K -$1.87M -191,662 -76%
MCM
539
Mainstay Capital Management
Michigan
$593K -$229K -23,440 -28%
HA
540
HFG Advisors
Ohio
$592K +$576K +59,000 New
ETC
541
Exchange Traded Concepts
Oklahoma
$590K +$180K +18,444 +46%
EFL
542
ERn Financial LLC
Wisconsin
$586K -$5.75K -589 -1%
BB
543
Burford Brothers
Texas
$584K +$5.48K +561 +1%
WAAG
544
Wealth Alliance Advisory Group
Kansas
$583K +$4.09K +419 +0.7%
CWS
545
Cypress Wealth Services
California
$578K +$13.1K +1,338 +2%
TAM
546
Trust Asset Management
Texas
$576K -$8.76K -897 -2%
EWA
547
EP Wealth Advisors
California
$576K -$32.5K -3,331 -5%
SWM
548
SeaCrest Wealth Management
New York
$571K +$121K +12,383 +28%
LCM
549
Lazari Capital Management
California
$569K +$1.97K +202 +0.4%
CG
550
Caprock Group
Idaho
$569K +$76.5K +7,829 +16%