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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
301
Bleakley Financial Group
New Jersey
$680K +$126K +7,250 +25%
AFG
302
Atomi Financial Group
New York
$679K +$622K +35,830 New
MCM
303
MAI Capital Management
Ohio
$673K +$88.4K +5,095 +17%
Toronto Dominion Bank
304
Toronto Dominion Bank
Ontario, Canada
$667K +$2.34K +135 +0.4%
RP
305
Riverwater Partners
Wisconsin
$667K
ASN
306
Advisory Services Network
Georgia
$662K +$3.12K +180 +0.5%
IAA
307
Independent Advisor Alliance
North Carolina
$657K -$56K -3,230 -9%
AAM
308
Advisors Asset Management
Colorado
$656K -$114K -6,590 -16%
SIGI
309
Susquehanna International Group (Ireland)
Ireland
$651K +$596K +34,375 New
BRWA
310
B. Riley Wealth Advisors
Florida
$645K -$306K -17,665 -34%
BTWM
311
Baker Tilly Wealth Management
Wisconsin
$638K -$35K -2,015 -6%
HSA
312
HBK Sorce Advisory
Pennsylvania
$631K -$1.56K -90 -0.3%
NAS
313
Nicolet Advisory Services
Wisconsin
$625K -$12.2K -705 -2%
CCA
314
Checchi Capital Advisers
California
$617K -$13.8K -795 -2%
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$606K -$185K -10,680 -25%
FOA
316
Five Oceans Advisors
California
$604K +$19K +1,095 +4%
PA
317
Parallel Advisors
California
$599K +$17K +980 +3%
WJWM
318
Williams Jones Wealth Management
New York
$594K
PP
319
PDS Planning
Ohio
$590K +$12K +690 +2%
AWM
320
Apollon Wealth Management
South Carolina
$586K +$262K +15,120 +95%
MPPW
321
Mitchell & Pahl Private Wealth
Oklahoma
$586K +$4.6K +265 +0.9%
PWPS
322
Pinnacle Wealth Planning Services
Ohio
$584K
RFC
323
Regions Financial Corp
Alabama
$569K +$521K +30,050 New
WG
324
Welch Group
Alabama
$568K +$86.7K +5,000 +20%
BWM
325
BKM Wealth Management
Wisconsin
$566K +$518K +29,865 New