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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
901
Twelve Points Wealth Management
Massachusetts
$772K +$297K +13,197 +52%
NW
902
Naviter Wealth
Arkansas
$768K -$390K -17,284 -31%
CF
903
Centaurus Financial
California
$767K -$35.3K -1,568 -4%
PBC
904
Pavion Blue Capital
California
$765K -$43.4K -1,926 -5%
ACM
905
Arlington Capital Management
Illinois
$764K -$83.5K -3,703 -9%
HI
906
Harbour Investments
Wisconsin
$759K -$78.2K -3,467 -8%
DS
907
DRW Securities
Illinois
$757K -$396K -17,589 -32%
MA
908
MCF Advisors
Kentucky
$757K +$199K +8,819 +30%
EDRH
909
Edmond de Rothschild Holding
Switzerland
$756K +$77.9K +3,457 +10%
SSCM
910
Sovereign's Capital Management
Georgia
$751K +$844K +37,448 New
CSP
911
Cary Street Partners
Virginia
$749K +$843K +37,376 New
ICM
912
IMS Capital Management
Oregon
$747K -$60.1K -2,665 -7%
WAP
913
Wealthcare Advisory Partners
Pennsylvania
$747K -$1.41M -62,708 -63%
HIM
914
Harbour Investment Management
Washington
$744K -$19.9K -883 -2%
FMWA
915
Forvis Mazars Wealth Advisors
Missouri
$740K -$375K -16,618 -31%
LIA
916
LS Investment Advisors
Michigan
$739K -$39.4K -1,749 -5%
HSA
917
HBK Sorce Advisory
Pennsylvania
$736K -$102K -4,505 -11%
LFA
918
Legacy Financial Advisors
Kentucky
$734K +$316 +14 +0%
KC
919
Katamaran Capital
United Kingdom
$732K +$823K +36,499 New
FB
920
Fulton Bank
Pennsylvania
$729K -$791K -35,095 -49%
JIC
921
Joel Isaacson & Co
New York
$726K -$138K -6,107 -14%
TBNY
922
Trustco Bank (New York)
New York
$725K -$23.7K -1,050 -3%
SCM
923
Schnieders Capital Management
California
$725K -$218K -9,665 -21%
IRC
924
Investors Research Corp
Georgia
$723K -$79.4K -3,521 -9%
FNFDCM
925
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$718K -$1.37M -60,749 -63%