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Name Holding Trade Value Shares
Change
Change in
Stake
Perigon Wealth Management
351
Perigon Wealth Management
California
$129K -$37K -589 -22%
D.A. Davidson & Co
352
D.A. Davidson & Co
Montana
$129K – – –
CHA
353
Carmichael Hill & Associates
Maryland
$129K +$251 +4 +0.2%
JF
354
JSF Financial
California
$128K +$629 +10 +0.5%
Ferguson Wellman Capital Management
355
Ferguson Wellman Capital Management
Oregon
$127K – – –
Smith Salley Wealth Management
356
Smith Salley Wealth Management
North Carolina
$127K – – –
GCA
357
Greenwood Capital Associates
South Carolina
$126K – – –
RIA
358
Regal Investment Advisors
Michigan
$126K +$63 +1 +0%
Geneos Wealth Management
359
Geneos Wealth Management
Colorado
$126K +$2.01K +32 +2%
Sigma Planning Corp
360
Sigma Planning Corp
Michigan
$125K -$13.8K -219 -10%
AL
361
Arnhold LLC
New York
$122K – – –
Brown Brothers Harriman & Co
362
Brown Brothers Harriman & Co
New York
$122K – – –
CCM
363
Consolidated Capital Management
California
$122K – – –
SWA
364
Stratos Wealth Advisors
Ohio
$122K +$3.52K +56 +3%
Integrated Wealth Concepts
365
Integrated Wealth Concepts
Massachusetts
$122K +$22.4K +357 +22%
Independent Advisor Alliance
366
Independent Advisor Alliance
North Carolina
$121K +$31.6K +502 +34%
FWM
367
Frontier Wealth Management
Missouri
$120K – – –
Miracle Mile Advisors
368
Miracle Mile Advisors
California
$120K – – –
MW
369
Marcum Wealth
Ohio
$119K +$39.9K +635 +49%
SFI
370
SPC Financial Inc
Maryland
$117K – – –
PP
371
Palladium Partners
Virginia
$117K +$37.7K +600 +46%
AWC
372
Abundance Wealth Counselors
Pennsylvania
$116K – – –
NEPPG
373
New England Professional Planning Group
Rhode Island
$114K – – –
SP
374
Successful Portfolios
Florida
$114K +$503 +8 +0.4%
SFWC
375
Strategic Family Wealth Counselors
New Jersey
$113K – – –