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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1876
Stamos Capital Partners
California
$947K -$58.2K -226 -7%
CFMC
1877
Curbstone Financial Management Corp
New Hampshire
$946K -$142K -552 -15%
HR
1878
Howe & Rusling
New York
$945K -$47.9K -186 -5%
RFP
1879
Roth Financial Partners
Texas
$943K – – –
TA
1880
TCM Advisors
West Virginia
$943K – – –
MHWM
1881
Montz Harcus Wealth Management
Louisiana
$941K -$12.1K -47 -1%
KFS
1882
Kurt F. Somerville
$941K -$51.5K -200 -6%
SAM
1883
Strategy Asset Managers
California
$940K +$86.8K +337 +12%
CUAMC
1884
China Universal Asset Management Company
China
$933K -$509K -1,974 -38%
ACM
1885
Allred Capital Management
Texas
$931K +$3.09K +12 +0.4%
VWA
1886
Visionary Wealth Advisors
Illinois
$929K +$124K +481 +18%
I2I
1887
Insight 2811 Inc
Illinois
$929K -$13.7K -53 -2%
FUBT
1888
First United Bank & Trust
Maryland
$928K -$14.2K -55 -2%
Capital Markets Trading (UK)
1889
Capital Markets Trading (UK)
United Kingdom
$928K +$563K +2,187 +227%
MCM
1890
MV Capital Management
Maryland
$926K – – –
SCA
1891
Sandy Cove Advisors
Massachusetts
$925K -$1.8K -7 -0.2%
BFG
1892
Bouchey Financial Group
New York
$922K +$1.03K +4 +0.1%
FWA
1893
FORM Wealth Advisors
Wisconsin
$922K – – –
VFS
1894
Valpey Financial Services
New Hampshire
$920K +$804K +3,122 New
RAG
1895
RIA Advisory Group
Iowa
$919K -$805K -3,124 -50%
RFA
1896
Reyes Financial Architecture
California
$919K +$26.8K +104 +3%
Dana Investment Advisors
1897
Dana Investment Advisors
Wisconsin
$916K – – –
AAG
1898
Armstrong Advisory Group
Massachusetts
$916K +$28.3K +110 +4%
UB
1899
Umpqua Bank
Oregon
$915K +$119K +461 +17%
PA
1900
Persium Advisors
Georgia
$914K -$15.2K -59 -2%