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Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
1101
Allworth Financial
California
$1.33M +$11.2K +75 +0.8%
ACM
1102
Ategra Capital Management
Virginia
$1.33M +$106K +713 +9%
Nicholas Hoffman & Company
1103
Nicholas Hoffman & Company
Georgia
$1.33M -$168K -1,129 -11%
TFM
1104
TFC Financial Management
Massachusetts
$1.33M – – –
Valeo Financial Advisors
1105
Valeo Financial Advisors
Indiana
$1.33M -$69.3K -465 -5%
Bailard
1106
Bailard
California
$1.33M +$57.2K +384 +4%
FFWA
1107
FRG Family Wealth Advisors
Washington
$1.32M -$15.2K -102 -1%
HIA
1108
Harbor Investment Advisory
Maryland
$1.31M -$18.8K -126 -1%
AWM
1109
Aberdeen Wealth Management
Illinois
$1.31M -$22.9K -154 -2%
HIC
1110
Holderness Investments Company
North Carolina
$1.31M +$16.7K +112 +1%
CIAS
1111
CFS Investment Advisory Services
New Jersey
$1.31M -$308K -2,065 -18%
MCCP
1112
Mission Creek Capital Partners
California
$1.31M -$170K -1,143 -12%
Jones Financial Companies
1113
Jones Financial Companies
Missouri
$1.3M +$27.6K +185 +2%
Pathstone Family Office
1114
Pathstone Family Office
New Jersey
$1.3M +$279K +1,874 +27%
RIM
1115
Regent Investment Management
Kentucky
$1.3M +$35.6K +239 +3%
MSA
1116
Marino Stram & Associates
Massachusetts
$1.3M +$51.8K +348 +4%
HAC
1117
Harbor Advisory Corp
New Hampshire
$1.3M +$53.5K +359 +4%
AP
1118
Appleton Partners
Massachusetts
$1.3M +$28.2K +189 +2%
PWA
1119
Providence Wealth Advisors
Illinois
$1.29M +$71.1K +477 +6%
AI
1120
Atom Investors
Texas
$1.29M +$67.2K +451 +5%
EM
1121
Excalibur Management
Massachusetts
$1.29M +$99.2K +666 +8%
CFMC
1122
Curbstone Financial Management Corp
New Hampshire
$1.28M – – –
PGA
1123
Portland Global Advisors
Maine
$1.28M – – –
TIA
1124
Tiemann Investment Advisors
California
$1.28M +$250K +1,676 +24%
Mission Wealth Management
1125
Mission Wealth Management
California
$1.28M +$182K +1,224 +17%