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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
951
Evergreen Capital Management
Washington
$451K +$18.2K +350 +5%
GM
952
GeoWealth Management
Illinois
$449K +$295K +5,670 +275%
RIA
953
Regal Investment Advisors
Michigan
$448K +$27.6K +530 +7%
CWP
954
Concord Wealth Partners
Virginia
$446K +$148K +2,840 +59%
DF
955
Donoghue Forlines
Massachusetts
$442K +$396K +7,610 New
CAMV
956
Concord Asset Management (Virginia)
Virginia
$442K +$396K +7,600 New
AAS
957
Annex Advisory Services
Wisconsin
$442K
HMS
958
Hanseatic Management Services
New Mexico
$442K +$396K +7,600 New
KI
959
Kapitalo Investimentos
Brazil
$440K -$416K -7,990 -51%
VFA
960
Valeo Financial Advisors
Indiana
$440K +$13K +250 +3%
PFBT
961
Parkside Financial Bank & Trust
Missouri
$438K +$21.9K +420 +6%
PWM
962
Perigon Wealth Management
California
$436K +$26.5K +510 +7%
GI
963
GAMMA Investing
California
$435K +$382K +7,330 New
FWP
964
FAS Wealth Partners
Kansas
$435K +$12.5K +240 +3%
FCA
965
FLC Capital Advisors
California
$434K
PRS
966
Pinkerton Retirement Specialists
Idaho
$433K -$54.7K -1,050 -12%
PWPS
967
Pinnacle Wealth Planning Services
Ohio
$432K -$2.08K -40 -0.5%
BAM
968
Berkshire Asset Management
Pennsylvania
$430K +$3.64K +70 +1%
JIC
969
Joel Isaacson & Co
New York
$428K +$520 +10 +0.1%
SCM
970
Stevens Capital Management
Pennsylvania
$426K -$1.45M -27,920 -79%
M
971
MOTCO
Texas
$424K -$203K -3,900 -35%
BMA
972
Brooks Moore & Associates
Tennessee
$421K
FFM
973
Forum Financial Management
Illinois
$421K
NAM
974
NorthCrest Asset Manangement
Minnesota
$421K -$22.9K -440 -6%
GAM
975
Groupama Asset Management
France
$420K +$376K +7,230 New