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Name Holding Trade Value Shares
Change
Change in
Stake
NEPPG
351
New England Professional Planning Group
Rhode Island
$102K
SFWC
352
Strategic Family Wealth Counselors
New Jersey
$101K
PWM
353
Perigon Wealth Management
California
$101K +$4.42K +92 +5%
SWM
354
Silverlake Wealth Management
Vermont
$100K
GCA
355
Greenwood Capital Associates
South Carolina
$99.4K
VI
356
Vestcor Inc
New Brunswick, Canada
$99K -$1.78K -37 -2%
CWP
357
Cyndeo Wealth Partners
Florida
$98.5K
FFM
358
Forum Financial Management
Illinois
$98.3K +$33.7K +701 +64%
IMCOOI
359
Investment Management Corp of Ontario (IMCO)
Canada
$98.2K +$86.2K +1,795 New
CA
360
Cetera Advisors
Colorado
$97.9K +$192 +4 +0.2%
William Blair & Company
361
William Blair & Company
Illinois
$96.5K -$77.8K -1,620 -48%
QCIG
362
Quad-Cities Investment Group
Iowa
$95.9K -$26.4K -550 -24%
CCA
363
Checchi Capital Advisers
California
$95.5K +$24.1K +501 +40%
CB
364
Commerce Bank
Missouri
$95.2K -$2.64K -55 -3%
PGIM
365
Pacific Global Investment Management
California
$95K
RCAG
366
Rehmann Capital Advisory Group
Michigan
$94.1K -$1.01K -21 -1%
DADC
367
D.A. Davidson & Co
Montana
$92.7K +$10.5K +218 +15%
CIS
368
Custom Index Systems
New York
$91K +$79.9K +1,664 New
GW
369
GW & Wade
Massachusetts
$91K
CGH
370
CMG Global Holdings
Texas
$90.1K
GCA
371
Genesee Capital Advisors
New York
$89.3K +$240 +5 +0.3%
CL
372
Choreo LLC
Illinois
$89.2K +$78.3K +1,630 New
CAC
373
Certified Advisory Corp
Florida
$89.1K +$96 +2 +0.1%
AFG
374
Atomi Financial Group
New York
$88.6K +$77.9K +1,621 New
BFC
375
Bedel Financial Consulting
Indiana
$87.7K