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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
501
Sigma Planning Corp
Michigan
$916K -$10.2K -87 -1%
NFG
502
Nations Financial Group
Iowa
$914K +$584 +5 +0.1%
AWM
503
Apollon Wealth Management
South Carolina
$899K -$5.61K -48 -0.7%
HA
504
Herold Advisors
New York
$899K -$444K -3,800 -35%
PFS
505
Prospera Financial Services
Texas
$885K +$101K +864 +14%
PFS
506
Physicians Financial Services
North Carolina
$878K +$51.4K +440 +7%
BFA
507
Beacon Financial Advisory
Ohio
$876K -$4.79K -41 -0.6%
AIP
508
ARS Investment Partners
New York
$870K -$158K -1,355 -17%
SFA
509
Sequoia Financial Advisors
Ohio
$859K -$13.4K -115 -2%
BTC
510
Bank & Trust Company
Illinois
$858K
BC
511
Burney Company
Virginia
$854K -$112K -960 -13%
Vontobel Holding
512
Vontobel Holding
Switzerland
$854K -$204K -1,747 -21%
PCM
513
Parsons Capital Management
Rhode Island
$850K
HIMS
514
Hager Investment Management Services
New Hampshire
$848K +$59K +505 +8%
JIR
515
James Investment Research
Ohio
$848K -$223K -1,906 -23%
VFA
516
Valeo Financial Advisors
Indiana
$847K +$330K +2,822 +76%
SC
517
Sapient Capital
Indiana
$846K
IA
518
Inspire Advisors
Idaho
$840K +$82.3K +704 +12%
FWM
519
Forza Wealth Management
Florida
$839K
SS
520
SBI Securities
Japan
$839K +$653K +5,588 +628%
ECM
521
Everence Capital Management
Indiana
$830K +$57.3K +490 +8%
MCM
522
MAI Capital Management
Ohio
$830K -$12.5K -107 -2%
FAF
523
Fjarde Ap-fonden
Sweden
$827K -$2.97M -25,400 -80%
KRSITF
524
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$826K -$51.6K -442 -6%
CA
525
Cullinan Associates
Kentucky
$825K