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Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
451
Newbridge Financial Services Group
Florida
$1.28M -$285K -5,035 -20%
C
452
Certuity
Florida
$1.24M -$30.5K -540 -3%
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$1.24M -$2.82M -49,811 -72%
API
454
Advisor Partners II
California
$1.24M -$34.7K -613 -3%
AWA
455
Alta Wealth Advisors
Massachusetts
$1.22M -$13.6K -240 -1%
LBWM
456
Left Brain Wealth Management
Illinois
$1.19M +$1.04M +18,366 New
SWP
457
Stratos Wealth Partners
Ohio
$1.18M +$16.8K +298 +2%
LSA
458
L & S Advisors
California
$1.17M -$265K -4,681 -21%
IVP
459
Intrinsic Value Partners
Arizona
$1.15M -$10.4K -184 -1%
FP
460
Financial Perspectives
Minnesota
$1.15M -$1.13K -20 -0.1%
BF
461
BOK Financial
Oklahoma
$1.14M -$19.6K -347 -2%
MA
462
Montag & Associates
Georgia
$1.13M -$396 -7 -0%
TIM
463
Thornburg Investment Management
New Mexico
$1.13M
MFG
464
Merit Financial Group
Georgia
$1.13M +$517K +9,138 +110%
LP
465
LMR Partners
United Kingdom
$1.12M
GBWM
466
Granite Bay Wealth Management
New Hampshire
$1.12M +$52.9K +936 +6%
BPA
467
Beacon Pointe Advisors
California
$1.12M -$79.5K -1,406 -7%
AP
468
AtonRa Partners
Switzerland
$1.12M -$21.7K -384 -2%
CG
469
Caprock Group
Idaho
$1.11M +$46.6K +824 +5%
GCM
470
Gables Capital Management
Florida
$1.1M -$65K -1,150 -6%
YCM
471
Yousif Capital Management
Michigan
$1.1M +$15.3K +270 +2%
BIP
472
Bouvel Investment Partners
Pennsylvania
$1.1M +$33.4K +591 +4%
VCM
473
Vetamer Capital Management
California
$1.09M -$7.52K -133 -0.8%
GKWIM
474
Gerber Kawasaki Wealth & Investment Management
California
$1.08M +$226K +4,000 +31%
CMI
475
Clare Market Investments
Texas
$1.07M +$678K +11,996 +259%