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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
476
Perigon Wealth Management
California
$929K -$527K -7,349 -36%
ET
477
Entropy Technologies
New York
$925K +$922K +12,871 New
TC
478
TownSquare Capital
Utah
$919K +$51.6K +720 +6%
MWM
479
Marion Wealth Management
Pennsylvania
$917K +$13.6K +190 +2%
SMWM
480
Silvia McColl Wealth Management
California
$915K -$90.3K -1,260 -9%
ETC
481
Exchange Traded Concepts
Oklahoma
$907K +$888K +12,394 +5,252%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$906K +$6.16K +86 +0.7%
Vontobel Holding
483
Vontobel Holding
Switzerland
$904K -$41K -572 -4%
SLI
484
Sumitomo Life Insurance
Japan
$900K -$31.8K -444 -3%
DAS
485
Diversify Advisory Services
Utah
$899K +$903K +12,594 New
SCI
486
Stableford Capital II
Arizona
$893K +$76.8K +1,072 +9%
S
487
SimplyRich
California
$892K +$6.67K +93 +0.8%
KCM
488
Kornitzer Capital Management
Kansas
$876K
SI
489
Stephens Inc
Arkansas
$873K +$44.6K +623 +5%
ZB
490
Zions Bancorporation
Utah
$870K -$208K -2,906 -19%
TT
491
TI-Trust
Illinois
$865K
PBF
492
Petix & Botte Financial
California
$856K -$854K -11,916 -50%
TPA
493
Trivium Point Advisory
Connecticut
$839K -$32.6K -455 -4%
CT
494
Chicago Trust
Illinois
$835K -$10K -140 -1%
EP
495
Edgestream Partners
New Jersey
$835K +$604K +8,422 +263%
QIM
496
Quantitative Investment Management
Virginia
$830K +$436K +6,077 +111%
CQS
497
Credential Qtrade Securities
$829K +$66.7K +930 +9%
RAM
498
Readystate Asset Management
Illinois
$824K +$823K +11,477 New
GCP
499
GSA Capital Partners
United Kingdom
$815K +$814K +11,353 New
SA
500
SpiderRock Advisors
Delaware
$808K +$821K +11,450 New