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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1026
Gladstone Institutional Advisory
Florida
$960K -$169K -1,887 -14%
JPWM
1027
Jamison Private Wealth Management
Georgia
$959K -$40K -447 -4%
LGF
1028
LGT Group Foundation
Liechtenstein
$958K -$251K -2,805 -20%
MG
1029
Mather Group
Illinois
$956K +$53.2K +594 +6%
SC
1030
Syon Capital
California
$955K -$69.2K -773 -6%
KA
1031
Kovack Advisors
Florida
$955K +$53.3K +596 +6%
WBC
1032
Westpac Banking Corp
Australia
$952K -$1.53M -17,098 -60%
RE
1033
Rydar Equities
Texas
$950K -$241K -2,694 -19%
FMWA
1034
Forvis Mazars Wealth Advisors
Missouri
$947K -$30.3K -339 -3%
CI
1035
Cigna Investments
Connecticut
$944K
PP
1036
Patron Partners
Texas
$943K +$16.5K +184 +2%
BHWM
1037
Bar Harbor Wealth Management
New Hampshire
$943K -$1.76M -19,622 -64%
CA
1038
Callahan Advisors
Texas
$942K -$617K -6,888 -38%
FI
1039
Financial Insights
Washington
$937K +$62.7K +700 +7%
SIMG
1040
Sonora Investment Management Group
Arizona
$936K -$7.97K -89 -0.8%
B
1041
Bensler
Washington
$935K -$35.3K -394 -3%
USCWA
1042
U.S. Capital Wealth Advisors
Texas
$931K -$6.15M -68,669 -86%
WAS
1043
Winch Advisory Services
Wisconsin
$931K +$11K +123 +1%
AC
1044
Avestar Capital
New York
$931K -$161K -1,796 -14%
RCM
1045
Radnor Capital Management
Pennsylvania
$929K
MEG
1046
Millstone Evans Group
Colorado
$927K -$4.48K -50 -0.5%
SFG
1047
Snider Financial Group
Washington
$926K -$143K -1,600 -13%
KNW
1048
Kesler Norman & Wride
Utah
$925K +$106K +1,181 +13%
TCM
1049
Tradewinds Capital Management
Washington
$925K +$116K +1,297 +13%
LFA
1050
Legacy Financial Advisors
Kentucky
$924K -$104K -1,159 -10%