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Name Holding Trade Value Shares
Change
Change in
Stake
ACS
401
Archford Capital Strategies
Illinois
$743K +$726K +4,867 New
IWC
402
Integrated Wealth Concepts
Massachusetts
$743K -$53.8K -361 -7%
PI
403
PFG Investments
New York
$734K +$97.1K +651 +16%
I
404
InceptionR
California
$726K +$709K +4,754 New
PAS
405
Park Avenue Securities
New York
$725K +$18.2K +122 +3%
PWPS
406
Pinnacle Wealth Planning Services
Ohio
$723K +$746 +5 +0.1%
CCM
407
Coldstream Capital Management
Washington
$722K -$9.99K -67 -1%
Mitsubishi UFJ Trust & Banking
408
Mitsubishi UFJ Trust & Banking
Japan
$718K -$68.1K -457 -9%
KeyBank National Association
409
KeyBank National Association
Ohio
$716K -$15.2K -102 -2%
ACM
410
Atika Capital Management
New York
$714K +$697K +4,675 New
JSSH
411
J. Safra Sarasin Holding
$711K +$694K +4,656 New
MYIA
412
Mount Yale Investment Advisors
Colorado
$710K +$73.7K +494 +12%
MCI
413
MRP Capital Investments
Georgia
$704K +$24.6K +165 +4%
NG
414
Norden Group
Utah
$699K -$227K -1,519 -25%
TWPM
415
Total Wealth Planning & Management
Florida
$675K -$59.2K -397 -8%
CFO
416
Callan Family Office
Pennsylvania
$664K +$136K +914 +27%
YMRC
417
Yorktown Management & Research Company
Virginia
$664K – – –
KBC Group
418
KBC Group
Belgium
$663K +$46.8K +314 +8%
AWM
419
AE Wealth Management
Kansas
$662K -$212K -1,423 -25%
SSA
420
Sierra Summit Advisors
Nevada
$660K +$645K +4,325 New
PA
421
Profund Advisors
Maryland
$659K -$64.1K -430 -9%
PWM
422
Prosperity Wealth Management
California
$658K +$26.1K +175 +4%
IA
423
Inspire Advisors
Idaho
$652K +$193K +1,294 +44%
BAM
424
Bosun Asset Management
Illinois
$648K +$104K +698 +20%
BFS
425
Burr Financial Services
California
$644K +$59.6K +400 +10%