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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$760K +$5.99K +40 +0.7%
OC
702
Oakmont Corp
California
$759K – – –
MMPW
703
Mitchell McLeod Pugh & Williams
Alabama
$758K – – –
RJT
704
Raymond James Trust
Florida
$757K +$24K +160 +3%
IA
705
IFG Advisory
Georgia
$756K +$4.5K +30 +0.5%
RIG
706
Roosevelt Investment Group
New York
$747K – – –
ZIM
707
Zacks Investment Management
Illinois
$744K +$7.49K +50 +0.9%
LWM
708
Laidlaw Wealth Management
New York
$740K -$70.4K -470 -8%
TIAM2
709
Tru Independence Asset Management 2
Oregon
$739K +$478K +3,190 +141%
Asset Management One
710
Asset Management One
Japan
$732K -$15K -100 -2%
CWG
711
Cornerstone Wealth Group
North Carolina
$729K – – –
FBB
712
Fulton Breakefield Broenniman
Maryland
$725K – – –
FPS
713
Fieldpoint Private Securities
Connecticut
$719K +$10.5K +70 +1%
AIM
714
Aigen Investment Management
New York
$714K -$4.08M -27,210 -84%
MC
715
Maverick Capital
Texas
$714K -$2.19M -14,600 -73%
XWM
716
Xcel Wealth Management
Florida
$712K – – –
USCWA
717
U.S. Capital Wealth Advisors
Texas
$706K +$781K +5,210 New
9WM
718
9258 Wealth Management
Ohio
$702K +$10.5K +70 +1%
UCMOK
719
United Capital Management of KS
Kansas
$701K +$53.9K +360 +7%
NGA
720
Naples Global Advisors
Florida
$698K – – –
DC
721
Davenport & Co
Virginia
$694K +$396K +2,640 +106%
ACA
722
Aptus Capital Advisors
Alabama
$693K – – –
FA
723
Financial Avengers
California
$693K +$385K +2,570 +101%
MFG
724
Merit Financial Group
Georgia
$685K +$76.4K +510 +11%
AW
725
ACG Wealth
Georgia
$683K +$12K +80 +2%