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Name Holding Trade Value Shares
Change
Change in
Stake
CG
551
Caprock Group
Idaho
$569K +$76.5K +7,829 +16%
NFG
552
Norris Financial Group
South Carolina
$568K -$11.7K -1,200 -2%
CFFP
553
Center for Financial Planning
Michigan
$567K -$152K -15,584 -22%
HCM
554
Howard Capital Management
Georgia
$566K +$22.7K +2,328 +4%
ACM
555
Advance Capital Management
Michigan
$566K -$8.23K -843 -1%
CH
556
Canton Hathaway
Rhode Island
$559K +$156 +16 +0%
MGIA
557
Moneta Group Investment Advisors
Missouri
$554K -$2.37K -243 -0.4%
Koshinski Asset Management
558
Koshinski Asset Management
Illinois
$548K +$4.97K +509 +0.9%
CI Investments Inc
559
CI Investments Inc
Ontario, Canada
$546K -$4.05M -414,383 -88%
CP
560
Camelot Portfolios
Ohio
$543K +$186K +19,071 +54%
NP
561
NorthRock Partners
Minnesota
$543K +$229K +23,471 +77%
PIM
562
Profit Investment Management
Maryland
$542K -$94.9K -9,714 -15%
IB
563
Intrust Bank
Kansas
$541K +$41.3K +4,232 +9%
PVI
564
Pine Valley Investments
New Jersey
$540K -$11.3K -1,153 -2%
MWM
565
Maridea Wealth Management
New York
$538K +$386K +39,567 +280%
BAM
566
Blueshift Asset Management
New Jersey
$538K +$524K +53,654 New
KA
567
KLCM Advisors
Wisconsin
$535K +$62.2K +6,369 +14%
NS
568
NBC Securities
Alabama
$534K +$520K +53,223 +91,764%
PFGIA
569
Patriot Financial Group Insurance Agency
Massachusetts
$533K +$9.06K +928 +2%
PS
570
Principal Securities
Iowa
$530K +$2.2K +225 +0.4%
CWA
571
Centennial Wealth Advisory
Michigan
$529K +$16.2K +1,662 +3%
GWM
572
Geneos Wealth Management
Colorado
$528K +$2.62K +268 +0.5%
Financial Engines Advisors
573
Financial Engines Advisors
California
$525K -$48.9K -5,010 -9%
MOS
574
MGO One Seven
Ohio
$524K +$48.1K +4,926 +10%
YIH
575
Y-Intercept (HK)
Hong Kong
$520K +$506K +51,816 New