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Name Holding Trade Value Shares
Change
Change in
Stake
PPP
651
Private Portfolio Partners
New Jersey
$710K +$30.2K +250 +4%
BIAS
652
Beacon Investment Advisory Services
New Jersey
$710K +$243K +2,010 +46%
SCA
653
Sassicaia Capital Advisers
New York
$708K +$773K +6,400 New
KLCM
654
KG&L Capital Management
Louisiana
$707K -$4.83K -40 -0.6%
FI
655
Fosun International
China
$703K +$810K +6,700 New
CCP
656
Cardan Capital Partners
Colorado
$697K -$60.4K -500 -7%
LCM
657
Landscape Capital Management
New Jersey
$697K -$41.1K -340 -5%
XWM
658
Xcel Wealth Management
Florida
$692K
MW
659
Marcum Wealth
Ohio
$690K +$754K +6,240 New
HAS
660
HBW Advisory Services
California
$689K -$91.8K -760 -11%
DAS
661
Dynamic Advisor Solutions
Arizona
$676K +$61.6K +510 +9%
BBA
662
BLB&B Advisors
Pennsylvania
$675K -$21.7K -180 -3%
RI
663
Redwood Investments
Massachusetts
$675K -$15.7K -130 -2%
GW
664
GW & Wade
Massachusetts
$674K +$307K +2,540 +72%
NFG
665
Next Financial Group
Texas
$672K +$127K +1,050 +21%
VAS
666
Vestmark Advisory Solutions
Massachusetts
$671K +$732K +6,060 New
IFWM
667
Institute for Wealth Management
Colorado
$668K +$23K +190 +3%
FT
668
Fiduciary Trust
Massachusetts
$667K +$729K +6,030 New
GCAC
669
Guardian Capital Advisors (Canada)
Ontario, Canada
$666K +$230K +1,900 +49%
SWM
670
Sculati Wealth Management
Michigan
$664K
JWM
671
JFG Wealth Management
Colorado
$664K +$725K +6,000 New
Daiwa Securities Group
672
Daiwa Securities Group
Japan
$657K
EWA
673
Exencial Wealth Advisors
Oklahoma
$648K -$1.21K -10 -0.2%
WP
674
WealthSource Partners
California
$647K +$207K +1,710 +41%
CAM
675
Concorde Asset Management
Michigan
$643K -$649K -5,370 -48%