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Name Holding Trade Value Shares
Change
Change in
Stake
PL
851
Perpetual Ltd
Australia
$844K +$750K +3,693 New
PCIA
852
Prime Capital Investment Advisors
Kansas
$840K +$49.1K +242 +7%
RL
853
Retireful LLC
Michigan
$835K +$742K +3,656 New
WA
854
WBH Advisory
Maryland
$835K +$742K +3,653 New
FLPIM
855
F.L. Putnam Investment Management
Massachusetts
$832K +$183K +900 +33%
PWMAG
856
Pinnacle Wealth Management Advisory Group
New Jersey
$831K +$11.8K +58 +2%
MLA
857
MB, Levis & Associates
Pennsylvania
$828K +$44.1K +217 +6%
DWT
858
Dorsey & Whitney Trust
South Dakota
$828K -$76.1K -375 -9%
KA
859
Kovack Advisors
Florida
$827K +$40K +197 +6%
SRG
860
SBB Research Group
Illinois
$826K +$4.87K +24 +0.7%
CL
861
Choreo LLC
Illinois
$826K +$730K +3,597 New
FM
862
Foster & Motley
Ohio
$826K -$10.2K -50 -1%
PCM
863
Prelude Capital Management
New York
$823K +$731K +3,602 New
IWM
864
IHT Wealth Management
Illinois
$822K +$17.5K +86 +2%
CC
865
Courier Capital
New York
$818K -$12.2K -60 -2%
NAMP
866
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$815K +$25.4K +125 +4%
LA
867
Lakeside Advisors
Washington
$814K – – –
HSA
868
HBK Sorce Advisory
Pennsylvania
$803K -$640K -3,151 -47%
BCV
869
Banque Cantonale Vaudoise
Switzerland
$803K -$459K -2,260 -39%
SIP
870
Scott Investment Partners
United Kingdom
$800K – – –
MWC
871
MBM Wealth Consultants
Missouri
$799K – – –
AWC
872
Abundance Wealth Counselors
Pennsylvania
$795K +$80.4K +396 +13%
SMC
873
Smith, Moore & Co
Missouri
$789K +$33.9K +167 +5%
MWM
874
Mission Wealth Management
California
$789K +$123K +608 +21%
GRP
875
Global Retirement Partners
California
$789K +$507K +2,498 +262%