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Name Holding Trade Value Shares
Change
Change in
Stake
S
1226
SignatureFD
Georgia
$662K +$34.7K +295 +5%
VAG
1227
VisionPoint Advisory Group
Texas
$661K -$119K -1,011 -15%
PCM
1228
Prelude Capital Management
New York
$661K +$669K +5,686 New
SFS
1229
Strategic Financial Services
New York
$660K -$384K -3,262 -36%
WAP
1230
Wealthcare Advisory Partners
Pennsylvania
$660K +$7.54K +64 +1%
JFGIW
1231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$659K +$152K +1,289 +29%
SLF
1232
Sun Life Financial
Ontario, Canada
$657K -$130K -1,108 -16%
ATFA
1233
All Terrain Financial Advisors
Minnesota
$657K
CFA
1234
Capstone Financial Advisors
Illinois
$656K +$471 +4 +0.1%
QPWM
1235
Quadrant Private Wealth Management
Pennsylvania
$654K -$173K -1,466 -21%
IAMOG
1236
Investors Asset Management of Georgia
Georgia
$654K +$69.6K +591 +12%
AC
1237
Abbrea Capital
California
$653K -$4.24K -36 -0.6%
RAM
1238
Roanoke Asset Management
New Jersey
$653K
PMFA
1239
Plante Moran Financial Advisors
Michigan
$651K +$67.2K +571 +11%
FFN
1240
Focus Financial Network
Minnesota
$650K -$1.65K -14 -0.3%
NAS
1241
Nicolet Advisory Services
Wisconsin
$648K -$53.5K -454 -8%
MFW
1242
Meristem Family Wealth
Minnesota
$648K
BWM
1243
BerganKDV Wealth Management
Minnesota
$646K -$78.2K -664 -11%
MCM
1244
Magnolia Capital Management
New York
$644K -$27.1K -230 -4%
BOS
1245
Bingham Osborn & Scarborough
California
$641K -$4.24K -36 -0.6%
IFWM
1246
Institute for Wealth Management
Colorado
$640K -$64.3K -546 -9%
9WM
1247
9258 Wealth Management
Ohio
$640K +$4.24K +36 +0.6%
WA
1248
WBH Advisory
Maryland
$639K -$39K -331 -6%
PCM
1249
Palisade Capital Management
New Jersey
$637K +$54.3K +461 +9%
DA
1250
DSC Advisors
Illinois
$636K +$167K +1,421 +35%