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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1051
Elmwood Wealth Management
California
$610K +$30.5K +468 +5%
KFS
1052
Kurt F. Somerville
$609K -$1.93M -29,660 -74%
BFEC
1053
Benjamin F. Edwards & Company
Missouri
$608K +$14.4K +221 +2%
TC
1054
Telemus Capital
Michigan
$607K +$250K +3,843 +59%
WA
1055
Wealth Alliance
New York
$607K +$48.1K +738 +8%
JPWM
1056
Jamison Private Wealth Management
Georgia
$602K +$670K +10,293 New
SWK
1057
Stephen W. Kidder
$599K -$942K -14,459 -59%
IP
1058
Ignite Planners
California
$599K +$388K +5,961 +134%
IIM
1059
Intact Investment Management
Quebec, Canada
$596K – – –
CG
1060
Carmignac Gestion
France
$594K – – –
TA
1061
Tectonic Advisors
Texas
$592K -$1.63K -25 -0.2%
SACTSONJ
1062
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$590K – – –
MCA
1063
Martin Capital Advisors
Texas
$590K -$7.68K -118 -1%
DT
1064
Diversified Trust
Tennessee
$590K -$126K -1,939 -16%
JWCA
1065
J.W. Cole Advisors
Florida
$587K -$59.1K -907 -8%
PTC
1066
Private Trust Company
Ohio
$586K -$483K -7,420 -43%
FCM
1067
Firsthand Capital Management
California
$585K – – –
TPW
1068
Transatlantique Private Wealth
New York
$584K +$6.51K +100 +1%
IFG
1069
Independent Financial Group
California
$583K +$78.9K +1,212 +14%
GL
1070
Graypoint LLC
New York
$580K +$68.5K +1,052 +12%
GCP
1071
Garda Capital Partners
Minnesota
$579K +$645K +9,909 New
SGI
1072
Summit Global Investments
Utah
$577K -$234K -3,586 -27%
OWM
1073
Opes Wealth Management
California
$575K +$47.5K +730 +8%
PFT
1074
Providence First Trust
Arizona
$575K – – –
JIC
1075
Johnson Investment Counsel
Ohio
$574K +$64.3K +988 +11%