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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
301
Financial Management Professionals
Texas
$831K +$4K +100 +0.6%
MWM
302
Meridian Wealth Management
Kentucky
$824K -$26K -650 -4%
NFG
303
Next Financial Group
Texas
$820K +$114K +2,852 +23%
OIA
304
OneDigital Investment Advisors
Kansas
$816K -$285K -7,108 -32%
William Blair & Company
305
William Blair & Company
Illinois
$808K -$111K -2,776 -15%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$805K +$59.8K +1,493 +11%
VHAM
307
Van Hulzen Asset Management
California
$803K -$5.61K -140 -0.9%
DCM
308
Dupont Capital Management
Delaware
$794K +$140K +3,506 +31%
SFG
309
Sovereign Financial Group
Connecticut
$783K
NIM
310
NXG Investment Management
Texas
$773K +$24K +600 +4%
BAIA
311
Bel Air Investment Advisors
California
$766K +$577K +14,400 New
JMPWA
312
JP Morgan Private Wealth Advisors
California
$759K +$263K +6,567 +85%
IWM
313
IHT Wealth Management
Illinois
$755K +$11.4K +285 +2%
PWM
314
Perigon Wealth Management
California
$735K -$115K -2,880 -17%
GWMIA
315
Global Wealth Management Investment Advisory
Florida
$735K +$220K +5,496 +66%
JIP
316
Jaffetilchin Investment Partners
Florida
$734K +$236K +5,884 +68%
AII
317
AGF Investments Inc
Ontario, Canada
$702K -$1.72K -43 -0.3%
ICM
318
Infini Capital Management
Hong Kong
$673K +$112K +2,800 New
IMF
319
Infini Master Fund
Hong Kong
$673K +$112K +2,800 New
SFS
320
Sowell Financial Services
Arkansas
$668K -$107K -2,669 -18%
APA
321
American Portfolios Advisors
New York
$655K +$16.9K +421 +4%
TWM
322
Tradition Wealth Management
Minnesota
$646K +$472K +11,790 +3,257%
KeyBank National Association
323
KeyBank National Association
Ohio
$637K +$18.4K +459 +4%
AW
324
ACG Wealth
Georgia
$634K -$93K -2,321 -16%
CB
325
Commerce Bank
Missouri
$619K -$53.2K -1,329 -10%