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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Sterling Capital Management
North Carolina
$1.74M -$554K -2,176 -23%
WFI
302
West Family Investments
California
$1.73M +$155K +610 +9%
GWM
303
Gibbs Wealth Management
Georgia
$1.72M -$451K -1,770 -20%
DG
304
DMC Group
Alabama
$1.69M +$128K +504 +8%
GRP
305
Global Retirement Partners
California
$1.68M +$1.4M +5,500 +385%
Nomura Asset Management
306
Nomura Asset Management
Japan
$1.68M -$834K -3,275 -32%
MFG
307
Merit Financial Group
Georgia
$1.65M -$69.6K -273 -4%
MAM
308
Madison Asset Management
Wisconsin
$1.65M +$274K +1,075 +19%
EGM
309
Engineers Gate Manager
New York
$1.64M +$1.72M +6,767 New
GM
310
GeoWealth Management
Illinois
$1.64M +$228K +893 +15%
PCS
311
Personal CFO Solutions
New Jersey
$1.62M -$458K -1,796 -21%
Jones Financial Companies
312
Jones Financial Companies
Missouri
$1.56M +$366K +1,438 +29%
DAS
313
Diversify Advisory Services
Utah
$1.56M -$251K -985 -13%
WCM
314
Weaver Capital Management
Georgia
$1.54M +$1.62M +6,349 New
SHC
315
SALT Holding Corp
Delaware
$1.51M +$1.59M +6,232 New
SIM
316
Sterling Investment Management
Arizona
$1.51M +$1.59M +6,224 New
AIM
317
Aigen Investment Management
New York
$1.51M +$1.58M +6,212 New
KAS
318
Kestra Advisory Services
Texas
$1.5M -$284K -1,116 -15%
PVM
319
Palogic Value Management
Texas
$1.49M +$27K +106 +2%
GWMR
320
GC Wealth Management RIA
Massachusetts
$1.48M +$168K +658 +12%
PWPS
321
Pinnacle Wealth Planning Services
Ohio
$1.46M -$26K -102 -2%
SC
322
Syon Capital
California
$1.46M +$161K +633 +12%
CCA
323
Checchi Capital Advisers
California
$1.46M -$95.8K -376 -6%
SP
324
Stablepoint Partners
Massachusetts
$1.45M +$20.4K +80 +1%
COI
325
Connable Office Inc
Michigan
$1.44M -$44.8K -176 -3%