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Name Holding Trade Value Shares
Change
Change in
Stake
NB
1451
Nicolet Bankshares
Wisconsin
$762K -$4.75K -42 -0.6%
WP
1452
WMS Partners
Maryland
$760K +$26.3K +233 +4%
FCM
1453
Fortis Capital Management
Washington
$758K +$268K +2,369 +54%
CWM
1454
Cornerstone Wealth Management
Missouri
$757K +$57.1K +505 +8%
AIA
1455
Allied Investment Advisors
Montana
$754K
CA
1456
Continuum Advisory
Idaho
$754K +$514K +4,549 +207%
BBNA
1457
Bremer Bank National Association
Minnesota
$753K -$43.5K -385 -5%
FHA
1458
Flagship Harbor Advisors
Massachusetts
$751K +$60.1K +532 +9%
CIM
1459
CIM Investment Management
Pennsylvania
$750K -$275K -2,430 -27%
GIM
1460
Groesbeck Investment Management
New Jersey
$749K +$116K +1,030 +18%
FCA
1461
FinTrust Capital Advisors
South Carolina
$745K -$25.9K -229 -3%
PG
1462
Pendal Group
Australia
$744K -$140K -1,237 -16%
RIA
1463
Regal Investment Advisors
Michigan
$743K +$751K +6,643 New
MGWM
1464
Marks Group Wealth Management
Minnesota
$741K +$11.9K +105 +2%
BEAM
1465
Baker Ellis Asset Management
Washington
$739K -$48.6K -430 -6%
BCM
1466
Blume Capital Management
California
$738K
CCA
1467
Cobblestone Capital Advisors
New York
$735K -$3.62K -32 -0.5%
DBIA
1468
Dumont & Blake Investment Advisors
New Jersey
$733K -$8.48K -75 -1%
WA
1469
WP Advisors
California
$730K +$11.5K +102 +2%
HPC
1470
HM Payson & Co
Maine
$730K +$47.6K +421 +7%
FWP
1471
FAS Wealth Partners
Kansas
$729K +$81.6K +722 +12%
IWA
1472
Inspirion Wealth Advisors
Illinois
$727K
FMT
1473
First Mercantile Trust
Tennessee
$726K -$154K -1,366 -17%
SCI
1474
Stableford Capital II
Arizona
$726K +$21.6K +191 +3%
GIA
1475
GHP Investment Advisors
Colorado
$724K +$5.77K +51 +0.8%