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Name Holding Trade Value Shares
Change
Change in
Stake
BW
501
Bison Wealth
Georgia
$412K +$12.6K +48 +4%
SWM
502
SeaCrest Wealth Management
New York
$410K -$1.84K -7 -0.6%
CIP
503
Convergence Investment Partners
Florida
$409K +$323K +1,231 New
VWA
504
Visionary Wealth Advisors
Illinois
$408K -$39.6K -151 -11%
HFM
505
Harvest Fund Management
China
$404K -$47.7K -182 -13%
UCFA
506
United Capital Financial Advisors
Texas
$403K -$118K -451 -27%
RIM
507
Redpoint Investment Management
Australia
$403K +$319K +1,215 New
CG
508
Cutler Group
California
$398K -$590K -2,248 -65%
HAG
509
HighPoint Advisor Group
Illinois
$395K +$222K +846 New
QI
510
Qtron Investments
Massachusetts
$394K +$311K +1,187 New
SSWM
511
Sheets Smith Wealth Management
North Carolina
$393K +$311K +1,185 New
VWM
512
Vigilare Wealth Management
Arizona
$392K -$132K -505 -30%
TNAM
513
Terra Nova Asset Management
New York
$385K +$304K +1,160 New
BCM
514
Beck Capital Management
Texas
$383K +$303K +1,154 New
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$380K -$5.51K -21 -2%
CF
516
Centaurus Financial
California
$379K +$57.7K +220 +24%
SMC
517
Smith, Moore & Co
Missouri
$379K +$299K +1,140 New
JSL
518
JT Stratford LLC
Georgia
$376K +$17.3K +66 +6%
LC
519
LCNB Corp
Ohio
$375K
RJT
520
Raymond James Trust
Florida
$374K -$91.8K -350 -24%
AW
521
ACG Wealth
Georgia
$370K +$13.1K +50 +5%
RWM
522
RKL Wealth Management
Pennsylvania
$370K +$292K +1,115 New
FFN
523
Focus Financial Network
Minnesota
$369K +$7.87K +30 +3%
FFG
524
Fortem Financial Group
California
$365K -$105K -400 -27%
PAA
525
Peregrine Asset Advisers
Oregon
$364K +$288K +1,096 New