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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1076
Jones Financial Companies
Missouri
$479K +$39.9K +155 +10%
KM
1077
Kalos Management
Georgia
$478K -$195K -757 -33%
PIM
1078
Profit Investment Management
Maryland
$478K – – –
GFS
1079
GYL Financial Synergies
Connecticut
$476K +$60.8K +236 +16%
CG
1080
Corundum Group
Colorado
$475K +$19.8K +77 +5%
TW
1081
TrinityPoint Wealth
Connecticut
$473K – – –
CCM
1082
Coldstream Capital Management
Washington
$472K +$16.2K +63 +4%
GTAM
1083
Global Trust Asset Management
Florida
$471K +$70.3K +273 +20%
PCA
1084
Personal Capital Advisors
California
$470K +$30.4K +118 +8%
VIA
1085
Vident Investment Advisory
Georgia
$470K +$169K +655 +65%
IF
1086
Intrua Financial
Texas
$470K +$421K +1,633 New
BFA
1087
Bragg Financial Advisors
North Carolina
$469K +$27.3K +106 +7%
AWM
1088
Altium Wealth Management
New York
$466K +$58.5K +227 +16%
IIC
1089
Ironwood Investment Counsel
Arizona
$465K -$2.73M -10,596 -87%
ECG
1090
Edge Capital Group
Georgia
$464K – – –
HMS
1091
Hanseatic Management Services
New Mexico
$464K +$773 +3 +0.2%
VWA
1092
Visionary Wealth Advisors
Illinois
$464K +$5.92K +23 +1%
ARMC
1093
American Research & Management Company
Massachusetts
$462K – – –
SIG
1094
Sargent Investment Group
Maryland
$462K +$90.2K +350 +27%
MWM
1095
Marietta Wealth Management
Georgia
$459K – – –
MWM
1096
Mission Wealth Management
California
$456K -$10K -39 -2%
IGGA
1097
Iron Gate Global Advisors
Utah
$456K -$3.86K -15 -0.9%
AGM
1098
Alpine Global Management
New York
$455K +$412K +1,601 New
CIA
1099
Capital Investment Advisors
Georgia
$453K -$33.7K -131 -8%
OPS
1100
Orion Portfolio Solutions
Nebraska
$453K -$18K -70 -4%