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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
401
Integrated Wealth Concepts
Massachusetts
$743K -$53.8K -361 -7%
PI
402
PFG Investments
New York
$734K +$97.1K +651 +16%
I
403
InceptionR
California
$726K +$709K +4,754 New
PAS
404
Park Avenue Securities
New York
$725K +$18.2K +122 +3%
PWPS
405
Pinnacle Wealth Planning Services
Ohio
$723K +$746 +5 +0.1%
CCM
406
Coldstream Capital Management
Washington
$722K -$9.99K -67 -1%
Mitsubishi UFJ Trust & Banking
407
Mitsubishi UFJ Trust & Banking
Japan
$718K -$68.1K -457 -9%
KeyBank National Association
408
KeyBank National Association
Ohio
$716K -$15.2K -102 -2%
ACM
409
Atika Capital Management
New York
$714K +$697K +4,675 New
JSSH
410
J. Safra Sarasin Holding
$711K +$694K +4,656 New
MYIA
411
Mount Yale Investment Advisors
Colorado
$710K +$73.7K +494 +12%
MCI
412
MRP Capital Investments
Georgia
$704K +$24.6K +165 +4%
NG
413
Norden Group
Utah
$699K -$227K -1,519 -25%
TWPM
414
Total Wealth Planning & Management
Florida
$675K -$59.2K -397 -8%
CFO
415
Callan Family Office
Pennsylvania
$664K +$136K +914 +27%
YMRC
416
Yorktown Management & Research Company
Virginia
$664K
KBC Group
417
KBC Group
Belgium
$663K +$46.8K +314 +8%
AWM
418
AE Wealth Management
Kansas
$662K -$212K -1,423 -25%
SSA
419
Sierra Summit Advisors
Nevada
$660K +$645K +4,325 New
PA
420
Profund Advisors
Maryland
$659K -$64.1K -430 -9%
PWM
421
Prosperity Wealth Management
California
$658K +$26.1K +175 +4%
IA
422
Inspire Advisors
Idaho
$652K +$193K +1,294 +44%
BAM
423
Bosun Asset Management
Illinois
$648K +$104K +698 +20%
BFS
424
Burr Financial Services
California
$644K +$59.6K +400 +10%
PHS
425
Pekin Hardy Strauss
Illinois
$637K -$961K -6,445 -61%