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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1676
SevenBridge Financial Group
Pennsylvania
$3.33M +$67K +186 +2%
SOW
1677
State of Wyoming
Wyoming
$3.31M -$186K -517 -5%
KM
1678
Kalos Management
Georgia
$3.3M +$276K +765 +8%
GIM
1679
Goelzer Investment Management
Indiana
$3.3M +$1.5M +4,160 +75%
WAS
1680
WESPAC Advisors SoCal
California
$3.3M +$191K +530 +6%
CAG
1681
Csenge Advisory Group
Florida
$3.29M +$55.5K +154 +2%
SCM
1682
Sterneck Capital Management
Missouri
$3.29M -$153K -425 -4%
IRAG
1683
Investment Research & Advisory Group
Georgia
$3.29M +$15.1K +42 +0.4%
IA
1684
IndexIQ Advisors
New York
$3.28M -$52.2K -145 -1%
BFPW
1685
BOK Financial Private Wealth
Colorado
$3.27M +$496K +1,377 +17%
SA
1686
SRN Advisors
Pennsylvania
$3.27M -$583K -1,618 -14%
CCG
1687
Cloverfields Capital Group
Minnesota
$3.26M +$798K +2,216 +30%
MWM
1688
Mission Wealth Management
California
$3.26M +$78.5K +218 +2%
TFS
1689
Thoroughbred Financial Services
Tennessee
$3.26M +$154K +428 +5%
CMANY
1690
Capital Management Associates (New York)
New York
$3.25M +$22.3K +62 +0.7%
CCM
1691
Coldstream Capital Management
Washington
$3.25M -$384K -1,067 -8%
LA
1692
Latitude Advisors
Florida
$3.25M +$1.74M +4,833 +102%
VWM
1693
Venturi Wealth Management
Texas
$3.25M -$333K -924 -9%
CWM
1694
Cabot Wealth Management
Massachusetts
$3.24M +$647K +1,797 +23%
CAAS
1695
Capital Asset Advisory Services
Michigan
$3.24M -$234K -649 -6%
SC
1696
Sawyer & Company
Massachusetts
$3.24M +$28.8K +80 +0.8%
BGDI
1697
BW Gestao de Investimentos
Brazil
$3.24M +$385K +1,070 +13%
RFN
1698
RDA Financial Network
Iowa
$3.21M +$121K +337 +4%
MF
1699
Manchester Financial
California
$3.2M -$92.2K -256 -3%
MWM
1700
Minot Wealth Management
Massachusetts
$3.2M +$329K +914 +11%