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Name Holding Trade Value Shares
Change
Change in
Stake
AA Financial Advisors
1201
AA Financial Advisors
Ohio
$722K – – –
JWM
1202
JFG Wealth Management
Colorado
$721K +$44.1K +98 +7%
Bar Harbor Wealth Management
1203
Bar Harbor Wealth Management
New Hampshire
$719K -$43.2K -96 -6%
OBGC
1204
O'Brien Greene & Co
Pennsylvania
$718K -$1.8K -4 -0.3%
Callan Capital
1205
Callan Capital
California
$718K +$151K +336 +28%
Kathmere Capital Management
1206
Kathmere Capital Management
Pennsylvania
$715K +$77.4K +172 +13%
PC
1207
Promus Capital
Illinois
$713K +$52.2K +116 +8%
Capital Investment Advisory Services
1208
Capital Investment Advisory Services
North Carolina
$705K -$58.1K -129 -8%
Optiver Holding
1209
Optiver Holding
Netherlands
$704K +$490K +1,089 +257%
Plancorp LLC
1210
Plancorp LLC
Missouri
$704K +$141K +313 +26%
Capital Investment Advisors
1211
Capital Investment Advisors
Georgia
$701K +$135K +300 +25%
Reynders McVeigh Capital Management
1212
Reynders McVeigh Capital Management
Massachusetts
$701K +$11.7K +26 +2%
PFG Investments
1213
PFG Investments
New York
$700K -$58.1K -129 -8%
BHA
1214
Beech Hill Advisors
New York
$698K -$2.25K -5 -0.3%
RP
1215
Riverwater Partners
Wisconsin
$698K -$39.2K -87 -5%
AWM
1216
AllSquare Wealth Management
New York
$697K – – –
PWM
1217
Prentice Wealth Management
New York
$697K +$22.5K +50 +3%
LCWP
1218
Legacy Capital Wealth Partners
Arkansas
$697K -$18.9K -42 -3%
LMKC
1219
L.M. Kohn & Company
Ohio
$692K +$3.6K +8 +0.5%
PA
1220
Prossimo Advisors
California
$691K +$4.5K +10 +0.7%
RS
1221
R Squared
Hong Kong
$689K -$1.89M -4,201 -74%
PCA
1222
Purkiss Capital Advisors
Connecticut
$688K – – –
Independent Financial Group
1223
Independent Financial Group
California
$688K -$1.8K -4 -0.3%
KPP Advisory Services
1224
KPP Advisory Services
Kentucky
$687K +$16.2K +36 +3%
MG
1225
McHugh Group
Ohio
$687K – – –