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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1026
Capital Planning
Washington
$961K -$28.1K -314 -3%
GIA
1027
Gladstone Institutional Advisory
Florida
$960K -$169K -1,887 -14%
JPWM
1028
Jamison Private Wealth Management
Georgia
$959K -$40K -447 -4%
LGT Group Foundation
1029
LGT Group Foundation
Liechtenstein
$958K -$251K -2,805 -20%
Mather Group
1030
Mather Group
Illinois
$956K +$53.2K +594 +6%
SC
1031
Syon Capital
California
$955K -$69.2K -773 -6%
KA
1032
Kovack Advisors
Florida
$955K +$53.3K +596 +6%
WBC
1033
Westpac Banking Corp
Australia
$952K -$1.53M -17,098 -60%
RE
1034
Rydar Equities
Texas
$950K -$241K -2,694 -19%
Forvis Mazars Wealth Advisors
1035
Forvis Mazars Wealth Advisors
Missouri
$947K -$30.3K -339 -3%
CI
1036
Cigna Investments
Connecticut
$944K – – –
PP
1037
Patron Partners
Texas
$943K +$16.5K +184 +2%
BHWM
1038
Bar Harbor Wealth Management
New Hampshire
$943K -$1.76M -19,622 -64%
CA
1039
Callahan Advisors
Texas
$942K -$617K -6,888 -38%
FI
1040
Financial Insights
Washington
$937K +$62.7K +700 +7%
SIMG
1041
Sonora Investment Management Group
Arizona
$936K -$7.97K -89 -0.8%
B
1042
Bensler
Washington
$935K -$35.3K -394 -3%
U.S. Capital Wealth Advisors
1043
U.S. Capital Wealth Advisors
Texas
$931K -$6.15M -68,669 -86%
WAS
1044
Winch Advisory Services
Wisconsin
$931K +$11K +123 +1%
AC
1045
Avestar Capital
New York
$931K -$161K -1,796 -14%
RCM
1046
Radnor Capital Management
Pennsylvania
$929K – – –
MEG
1047
Millstone Evans Group
Colorado
$927K -$4.48K -50 -0.5%
SFG
1048
Snider Financial Group
Washington
$926K -$143K -1,600 -13%
KNW
1049
Kesler Norman & Wride
Utah
$925K +$106K +1,181 +13%
TCM
1050
Tradewinds Capital Management
Washington
$925K +$116K +1,297 +13%