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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
751
Tradewinds Capital Management
Washington
$668K +$443K +6,068 +268%
Neville Rodie & Shaw
752
Neville Rodie & Shaw
New York
$666K – – –
DF
753
Donoghue Forlines
Massachusetts
$665K -$123K -1,685 -17%
Intrua Financial
754
Intrua Financial
Texas
$662K -$18.9K -259 -3%
North Star Investment Management
755
North Star Investment Management
Illinois
$660K +$84.4K +1,156 +16%
Harbour Trust & Investment Management
756
Harbour Trust & Investment Management
Indiana
$659K – – –
Crestwood Advisors Group
757
Crestwood Advisors Group
Massachusetts
$658K -$32.8K -450 -5%
Schechter Investment Advisors
758
Schechter Investment Advisors
Michigan
$658K +$2.19K +30 +0.4%
Sage Mountain Advisors
759
Sage Mountain Advisors
Georgia
$657K -$24K -329 -4%
WCM
760
WealthBridge Capital Management
Ohio
$656K +$597K +8,183 New
FCI
761
Financial Counselors Inc
Kansas
$655K -$689K -9,444 -54%
SMF
762
Sterling Manor Financial
New York
$653K – – –
NCM
763
Next Capital Management
New York
$648K +$5.99K +82 +1%
PIA
764
Pinion Investment Advisors
Kansas
$647K +$50.9K +697 +9%
Balboa Wealth Partners
765
Balboa Wealth Partners
Arizona
$644K -$43.9K -601 -7%
Private Trust Company
766
Private Trust Company
Ohio
$644K +$56.9K +780 +11%
BCM
767
Brasada Capital Management
Texas
$641K – – –
Fisher Asset Management
768
Fisher Asset Management
Washington
$641K +$42.2K +578 +8%
Modern Wealth Management
769
Modern Wealth Management
Kansas
$636K +$579K +7,927 New
SeaBridge Investment Advisors
770
SeaBridge Investment Advisors
New Jersey
$634K -$105K -1,436 -15%
Delta Investment Management
771
Delta Investment Management
California
$627K +$219 +3 +0%
CWM
772
C2C Wealth Management
Arizona
$625K – – –
PCM
773
Pointe Capital Management
Michigan
$624K – – –
Allworth Financial
774
Allworth Financial
California
$621K +$91.8K +1,257 +19%
Advisors Management Group
775
Advisors Management Group
Wisconsin
$618K +$38.3K +525 +7%