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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Segment Wealth Management
Texas
$748K +$142K +425 +23%
DCM
477
Davidson Capital Management
Texas
$745K -$221K -663 -23%
SPC
478
Sigma Planning Corp
Michigan
$743K +$23.7K +71 +3%
BFM
479
Boothbay Fund Management
New York
$740K +$750K +2,247 New
DCM
480
Driehaus Capital Management
Illinois
$735K -$1.16M -3,465 -61%
AWM
481
AE Wealth Management
Kansas
$724K -$305K -914 -29%
GAG
482
GM Advisory Group
New York
$724K -$63.7K -191 -8%
PFA
483
Pinnacle Family Advisors
Missouri
$721K
HFP
484
Holistic Financial Partners
Indiana
$717K +$324K +970 +80%
LCP
485
Legacy Capital Partners
Wisconsin
$713K -$46.7K -140 -6%
BCM
486
Beck Capital Management
Texas
$694K -$124K -372 -15%
APA
487
American Portfolios Advisors
New York
$687K +$215K +643 +45%
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$685K +$16K +48 +2%
LWM
489
Loveless Wealth Management
Montana
$685K -$28.4K -85 -4%
USGIU
490
U.S. Global Investors (USGI)
Texas
$675K +$684K +2,050 New
MOS
491
MGO One Seven
Ohio
$672K +$667 +2 +0.1%
AF
492
Alerus Financial
North Dakota
$670K -$54.7K -164 -7%
MAFM
493
Mid Atlantic Financial Management
Pennsylvania
$668K -$82.1K -246 -11%
FWIA
494
Fort Washington Investment Advisors
Ohio
$668K +$677K +2,028 New
IWC
495
Integrated Wealth Concepts
Massachusetts
$659K +$83.1K +249 +14%
RFM
496
Royal Fund Management
Florida
$645K +$22.4K +67 +4%
LSPW
497
Lake Street Private Wealth
Illinois
$644K +$48.4K +145 +8%
LWPC
498
Legacy Wealth Partners (California)
California
$641K -$224K -670 -26%
SWP
499
Stratos Wealth Partners
Ohio
$634K +$243K +729 +61%
QCM
500
Quantinno Capital Management
New York
$630K +$638K +1,913 New