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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Consolidated Capital Management
California
$123K – – –
FWM
352
Frontier Wealth Management
Missouri
$121K – – –
CCM
353
Coldstream Capital Management
Washington
$121K +$122K +1,961 New
SPC
354
Sigma Planning Corp
Michigan
$120K +$1.55K +25 +1%
Nomura Holdings
355
Nomura Holdings
Japan
$120K +$120K +1,930 New
HI
356
Harbour Investments
Wisconsin
$119K +$121K +1,947 New
SP
357
Successful Portfolios
Florida
$117K -$186 -3 -0.2%
SFI
358
SPC Financial Inc
Maryland
$117K – – –
RC
359
RegentAtlantic Capital
New Jersey
$117K +$62 +1 +0.1%
BCMLT
360
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K – – –
GW
361
GW & Wade
Massachusetts
$115K – – –
NEPPG
362
New England Professional Planning Group
Rhode Island
$114K – – –
SFWC
363
Strategic Family Wealth Counselors
New Jersey
$113K – – –
SWM
364
Silverlake Wealth Management
Vermont
$112K – – –
PHK
365
Point72 Hong Kong
Hong Kong
$112K +$114K +1,833 New
GCA
366
Greenwood Capital Associates
South Carolina
$111K – – –
GSC
367
Ground Swell Capital
South Carolina
$111K +$113K +1,817 New
ICG
368
InterOcean Capital Group
Tennessee
$109K -$35.7K -575 -24%
SP
369
Symmetry Partners
Connecticut
$108K – – –
MWM
370
Mission Wealth Management
California
$108K +$311 +5 +0.3%
LFA
371
LifeGuide Financial Advisors
Pennsylvania
$107K +$683 +11 +0.6%
DADC
372
D.A. Davidson & Co
Montana
$106K – – –
GWA
373
Gibson Wealth Advisors
Texas
$106K – – –
LJAC
374
L.J. Altfest & Co
New York
$106K – – –
RCAG
375
Rehmann Capital Advisory Group
Michigan
$106K -$30.6K -492 -22%