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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
576
Forefront Wealth Management
Pennsylvania
$605K +$276 +5 +0%
EW
577
Evoke Wealth
California
$604K +$34.2K +620 +6%
PCA
578
Personal Capital Advisors
California
$604K +$38.8K +703 +7%
DI
579
DFPG Investments
Utah
$594K +$555K +10,077 New
VIA
580
Vident Investment Advisory
Georgia
$593K +$574K +10,415 New
Kayne Anderson Rudnick Investment Management
581
Kayne Anderson Rudnick Investment Management
California
$593K -$217K -3,941 -27%
SSG
582
Summit Securities Group
New York
$592K -$750K -13,600 -57%
NSIM
583
North Star Investment Management
Illinois
$589K -$5.51K -100 -1%
PBT
584
Pictet Bank & Trust
Bahamas
$587K
Lido Advisors
585
Lido Advisors
California
$586K +$122K +2,216 +27%
Toronto Dominion Bank
586
Toronto Dominion Bank
Ontario, Canada
$584K +$72.8K +1,320 +15%
SW
587
SteelPeak Wealth
California
$583K -$12.8K -232 -2%
WF
588
Welch & Forbes
Massachusetts
$583K +$104K +1,883 +23%
WI
589
WrapManager Inc
California
$582K +$35.6K +645 +7%
VVP
590
Venture Visionary Partners
Ohio
$580K -$106K -1,922 -16%
CG
591
Caprock Group
Idaho
$578K +$6.67K +121 +1%
SWS
592
SYSTM Wealth Solutions
Illinois
$578K +$559K +10,143 New
PM
593
Penbrook Management
New York
$575K -$110K -2,000 -17%
JGUA
594
John G. Ullman & Associates
New York
$575K +$11K +200 +2%
LFA
595
Legacy Financial Advisors
Kentucky
$570K +$62.9K +1,141 +13%
NCM
596
Northwest Capital Management
Oregon
$570K
SCM
597
Shelton Capital Management
Colorado
$570K
DG
598
DMC Group
Alabama
$568K +$10.7K +195 +2%
SC
599
Saturna Capital
Washington
$567K
MHR
600
Matthew Hamilton Rosenberg
$563K +$110 +2 +0%