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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1201
Northwest Wealth Management
Iowa
$844K -$105K -2,281 -11%
IWP
1202
Integrity Wealth Partners
California
$844K +$877K +19,126 New
AWM
1203
Angeles Wealth Management
California
$843K +$6.14K +134 +0.7%
AC
1204
Amitell Capital
Singapore
$841K +$873K +19,051 New
CI
1205
Cherokee Insurance
Michigan
$838K – – –
HIM
1206
Herald Investment Management
United Kingdom
$838K – – –
GSB
1207
Greenfield Savings Bank
Massachusetts
$832K -$16.2K -354 -2%
HT
1208
Headlands Technologies
Illinois
$832K -$7.51M -163,843 -90%
OpenArc Corporate Advisory
1209
OpenArc Corporate Advisory
Georgia
$828K +$357K +7,779 +71%
RFA
1210
ROI Financial Advisors
Oregon
$828K +$266K +5,796 +45%
CWA
1211
Clarity Wealth Advisors
California
$827K -$50K -1,091 -6%
RBC
1212
Romano Brothers & Co
Illinois
$826K – – –
YLHM
1213
Yelin Lapidot Holdings Management
Israel
$823K – – –
SCM
1214
Schnieders Capital Management
California
$822K -$2.8K -61 -0.3%
PCS
1215
Personal CFO Solutions
New Jersey
$821K +$32.9K +718 +4%
ISFAN
1216
Investor's Fiduciary Advisor Network
Washington
$821K -$3.12K -68 -0.4%
CCFM
1217
Clear Creek Financial Management
Washington
$820K -$45.7K -996 -5%
BPAMU
1218
BTG Pactual Asset Management US
New York
$808K +$160K +3,500 +24%
PFG
1219
Putney Financial Group
California
$805K +$60.1K +1,312 +8%
WIA
1220
Wealthedge Investment Advisors
New York
$805K +$836K +18,233 New
IP
1221
Intellectus Partners
California
$803K -$36.7K -800 -4%
BAM
1222
BOS Asset Management
Illinois
$801K -$24.7K -538 -3%
SC
1223
Syon Capital
California
$799K +$19K +415 +2%
KTC
1224
Kentucky Trust Company
Kentucky
$796K -$26.6K -580 -3%
Harel Insurance Investments & Financial Services
1225
Harel Insurance Investments & Financial Services
Israel
$795K +$664K +14,479 +410%