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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
451
Cypress Wealth Services
California
$1.33M +$319K +5,636 +41%
WAM
452
Weinberger Asset Management
California
$1.29M – – –
NFSG
453
Newbridge Financial Services Group
Florida
$1.28M -$285K -5,035 -20%
C
454
Certuity
Florida
$1.24M -$30.5K -540 -3%
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$1.24M -$2.82M -49,811 -72%
API
456
Advisor Partners II
California
$1.24M -$34.7K -613 -3%
AWA
457
Alta Wealth Advisors
Massachusetts
$1.22M -$13.6K -240 -1%
LBWM
458
Left Brain Wealth Management
Illinois
$1.19M +$1.04M +18,366 New
SWP
459
Stratos Wealth Partners
Ohio
$1.18M +$16.8K +298 +2%
LSA
460
L & S Advisors
California
$1.17M -$265K -4,681 -21%
IVP
461
Intrinsic Value Partners
Arizona
$1.15M -$10.4K -184 -1%
FP
462
Financial Perspectives
Minnesota
$1.15M -$1.13K -20 -0.1%
BF
463
BOK Financial
Oklahoma
$1.14M -$19.6K -347 -2%
MA
464
Montag & Associates
Georgia
$1.13M -$396 -7 -0%
TIM
465
Thornburg Investment Management
New Mexico
$1.13M – – –
MFG
466
Merit Financial Group
Georgia
$1.13M +$517K +9,138 +110%
LP
467
LMR Partners
United Kingdom
$1.12M – – –
GBWM
468
Granite Bay Wealth Management
New Hampshire
$1.12M +$52.9K +936 +6%
BPA
469
Beacon Pointe Advisors
California
$1.12M -$79.5K -1,406 -7%
AP
470
AtonRa Partners
Switzerland
$1.12M -$21.7K -384 -2%
CG
471
Caprock Group
Idaho
$1.11M +$46.6K +824 +5%
GCM
472
Gables Capital Management
Florida
$1.1M -$65K -1,150 -6%
YCM
473
Yousif Capital Management
Michigan
$1.1M +$15.3K +270 +2%
BIP
474
Bouvel Investment Partners
Pennsylvania
$1.1M +$33.4K +591 +4%
VCM
475
Vetamer Capital Management
California
$1.09M -$7.52K -133 -0.8%