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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
1051
Avidian Wealth Enterprises
Texas
$213K -$24.5K -1,751 -8%
S
1052
Seeyond
France
$212K -$14.3K -1,023 -5%
MWM
1053
Modera Wealth Management
New Jersey
$212K +$7.49K +535 +3%
GG
1054
Gofen & Glossberg
Illinois
$211K +$67.9K +4,851 +35%
PWM
1055
Perigon Wealth Management
California
$210K -$97K -6,928 -27%
Vanguard Capital Wealth Advisors
1056
Vanguard Capital Wealth Advisors
Colorado
$210K +$4.74K +339 +2%
AIS
1057
AM Investment Strategies
Tennessee
$210K +$13.9K +995 +6%
PCA
1058
Personal Capital Advisors
California
$208K +$35.4K +2,531 +16%
LCM
1059
Liberty Capital Management
Michigan
$207K
NCM
1060
NCM Capital Management
New Jersey
$207K
CS
1061
Comerica Securities
Michigan
$207K +$1.01K +72 +0.4%
LIA
1062
LBMC Investment Advisors
Tennessee
$206K +$43.9K +3,138 +21%
AF
1063
Apexium Financial
Texas
$204K +$94.5K +6,752 +59%
GM
1064
GeoWealth Management
Illinois
$203K -$21.1K -1,509 -8%
TWM
1065
Triton Wealth Management
Arizona
$203K -$3.16K -226 -1%
WAM
1066
Walker Asset Management
Missouri
$203K -$462 -33 -0.2%
MFG
1067
Magnus Financial Group
New York
$203K +$35.8K +2,556 +16%
ARG
1068
Advisory Resource Group
Oklahoma
$203K +$53.5K +3,821 +27%
WAM
1069
Watershed Asset Management
California
$203K +$253K +18,093 New
MLFP
1070
MPS Loria Financial Planners
Illinois
$202K -$26.7K -1,907 -10%
SP
1071
Successful Portfolios
Florida
$202K -$546 -39 -0.2%
EFL
1072
ERn Financial LLC
Wisconsin
$202K +$5.22K +373 +2%
CPIG
1073
Chicago Partners Investment Group
Illinois
$202K +$12.9K +923 +7%
CBA
1074
Coastal Bridge Advisors
Connecticut
$202K +$107K +7,641 +74%
TF
1075
Tompkins Financial
New York
$201K +$42 +3 +0%