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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1626
Highland Private Wealth Management
Washington
$489K +$11.4K +76 +3%
FPS
1627
Fieldpoint Private Securities
Connecticut
$488K +$383K +2,557 +544%
TFS
1628
Thoroughbred Financial Services
Tennessee
$487K -$14.7K -98 -3%
IC
1629
Intersect Capital
California
$486K -$82.2K -549 -15%
DP
1630
Dearborn Partners
Illinois
$486K -$65.1K -435 -13%
CS
1631
Capital Square
Tennessee
$486K +$10.9K +73 +3%
PP
1632
PDS Planning
Ohio
$485K +$9.88K +66 +2%
AG
1633
AIA Group
Hong Kong
$485K +$204K +1,366 +83%
JWM
1634
JGP Wealth Management
Oregon
$483K -$7.63K -51 -2%
UR
1635
USCA RIA
Texas
$483K -$5.84K -39 -1%
GA
1636
Greenhaven Associates
New York
$482K – – –
SSWG
1637
Seven Springs Wealth Group
Tennessee
$482K – – –
SG
1638
StoneX Group
New York
$482K +$22.3K +149 +5%
IIA
1639
ICW Investment Advisors
Arizona
$482K +$26.6K +178 +6%
LFF
1640
Level Four Financial
Texas
$480K -$45.5K -304 -9%
XF
1641
XML Financial
Maryland
$480K +$449 +3 +0.1%
FDCC
1642
Foster Dykema Cabot & Co
Massachusetts
$479K -$19.8K -132 -4%
SA
1643
Shilanski & Associates
Alaska
$479K +$445K +2,972 New
9WM
1644
9258 Wealth Management
Ohio
$478K +$11.1K +74 +3%
PCIA
1645
Prime Capital Investment Advisors
Kansas
$477K -$1.14M -7,614 -72%
PAA
1646
Peregrine Asset Advisers
Oregon
$477K -$89.5K -598 -17%
QCIG
1647
Quad-Cities Investment Group
Iowa
$477K +$299 +2 +0.1%
HT
1648
Heritage Trust
Oklahoma
$475K +$57K +381 +15%
BMM
1649
Buffington Mohr McNeal
Idaho
$473K – – –
HFG
1650
Heron Financial Group
New York
$472K – – –