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Name Holding Trade Value Shares
Change
Change in
Stake
PLFAM
1301
Pineno Levin & Ford Asset Management
Virginia
$1.88M – – –
PWM
1302
Peterson Wealth Management
Nevada
$1.88M +$42.6K +131 +2%
Merit Financial Group
1303
Merit Financial Group
Georgia
$1.87M +$29.3K +90 +2%
AP
1304
Appleton Partners
Massachusetts
$1.86M – – –
BPM
1305
Bowling Portfolio Management
Ohio
$1.86M +$816K +2,511 +84%
PWPS
1306
Pinnacle Wealth Planning Services
Ohio
$1.85M -$14K -43 -0.8%
SFSIG
1307
San Francisco Sentry Investment Group
California
$1.84M +$16.6K +51 +0.9%
RWA
1308
Ropes Wealth Advisors
Massachusetts
$1.84M +$99.2K +305 +6%
Equitable Holdings
1309
Equitable Holdings
New York
$1.83M +$143K +440 +9%
FAN
1310
Financial Advisors Network
California
$1.81M -$190K -583 -10%
OIS
1311
Okabena Investment Services
Minnesota
$1.81M -$622K -1,914 -26%
NIA
1312
Northstar Investment Advisors
Colorado
$1.8M -$111K -342 -6%
NPF
1313
Norris Perne & French
Michigan
$1.8M +$23.7K +73 +1%
ArrowMark Colorado Holdings
1314
ArrowMark Colorado Holdings
Colorado
$1.79M +$1.72M +5,300 New
PCM
1315
Princeton Capital Management
New Jersey
$1.79M – – –
AWA
1316
Arete Wealth Advisors
Illinois
$1.77M +$75.4K +232 +5%
CWM
1317
Connecticut Wealth Management
Connecticut
$1.77M +$1.7M +5,236 New
KCM
1318
Kendall Capital Management
Maryland
$1.77M +$35.8K +110 +2%
FAIM
1319
Financial Advocates Investment Management
Washington
$1.76M +$30.9K +95 +2%
Alpha Cubed Investments
1320
Alpha Cubed Investments
California
$1.76M +$124K +382 +8%
KI
1321
Kapitalo Investimentos
Brazil
$1.76M -$2.7M -8,312 -62%
Citizens Financial Group
1322
Citizens Financial Group
Rhode Island
$1.75M -$209K -644 -11%
Summit Trail Advisors
1323
Summit Trail Advisors
New York
$1.75M +$959K +2,950 +124%
S
1324
SimplyRich
California
$1.75M – – –
CCA
1325
Cobblestone Capital Advisors
New York
$1.74M -$5.2K -16 -0.3%