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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1226
Plancorp LLC
Missouri
$1M -$21K -196 -2%
VF
1227
Virtu Financial
New York
$1M +$856K +7,973 New
PCS
1228
Personal CFO Solutions
New Jersey
$1M +$16.1K +150 +2%
FAS
1229
Formuepleje A/S
Denmark
$996K +$99.8K +930 +13%
B
1230
Bailard
California
$996K +$174K +1,625 +26%
MWM
1231
Mission Wealth Management
California
$992K +$152K +1,418 +22%
XWM
1232
Xcel Wealth Management
Florida
$992K +$849K +7,904 New
RHP
1233
Royal Harbor Partners
Texas
$991K -$30.2K -281 -3%
GG
1234
Gleason Group
Kentucky
$987K +$2.15K +20 +0.3%
IC
1235
Intersect Capital
California
$987K +$127K +1,185 +18%
FCB
1236
First Command Bank
Texas
$985K +$247K +2,298 +41%
FCFS
1237
First Command Financial Services
Texas
$985K +$247K +2,298 +41%
BDWM
1238
Brewin Dolphin Wealth Management
Ireland
$983K +$612K +5,698 +267%
LW
1239
Linscomb Wealth
Texas
$983K +$15K +140 +2%
MCIA
1240
Mountain Capital Investment Advisors
Colorado
$983K +$815K +7,590 New
CIA
1241
CSat Investment Advisory
Michigan
$981K -$471K -4,390 -36%
MCM
1242
Manchester Capital Management
Vermont
$979K -$136K -1,268 -14%
BWP
1243
Bernardo Wealth Planning
Pennsylvania
$977K -$13.1K -122 -2%
TI
1244
Tidal Investments
Wisconsin
$977K +$110K +1,026 +15%
CLCM
1245
Crawford Lake Capital Management
New Jersey
$974K +$833K +7,761 New
DAM
1246
Diamant Asset Management
Connecticut
$973K -$51K -475 -6%
QCG
1247
Quadrant Capital Group
Ohio
$972K -$83.2K -775 -9%
NFG
1248
Nations Financial Group
Iowa
$969K -$14.7K -137 -2%
NNP
1249
Nachman Norwood & Parrott
South Carolina
$969K -$11.4K -106 -1%
OPTFSNA
1250
Old Point Trust & Financial Services N A
Virginia
$967K