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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$543K -$74.6K -957 -11%
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$541K +$467 +6 +0.1%
SFA
603
Sequoia Financial Advisors
Ohio
$540K -$76.7K -985 -12%
AFG
604
Atomi Financial Group
New York
$539K -$211K -2,705 -26%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
605
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$539K +$588K +7,551 New
EM
606
ELCO Management
New York
$535K +$59.2K +760 +11%
SMC
607
Smith, Moore & Co
Missouri
$531K -$7.95K -102 -1%
BJL
608
Brighton Jones LLC
Washington
$529K +$13K +167 +2%
APP
609
Avantax Planning Partners
Iowa
$529K -$1.25K -16 -0.2%
SCM
610
Shelton Capital Management
Colorado
$527K +$297K +3,810 +107%
SFI
611
Siemens Fonds Invest
Germany
$524K +$38.4K +493 +7%
FMP
612
Financial Management Professionals
Texas
$523K +$11.2K +144 +2%
TPCW
613
TD Private Client Wealth
New York
$521K -$754K -9,672 -57%
LCWP
614
Legacy Capital Wealth Partners
Arkansas
$515K +$24.1K +309 +4%
AIM
615
Aigen Investment Management
New York
$514K +$562K +7,209 New
ASG
616
Ariston Services Group
California
$513K -$2.81K -36 -0.5%
WA
617
Wealth Alliance
New York
$511K -$18.5K -238 -3%
CCA
618
Checchi Capital Advisers
California
$510K +$24.7K +317 +5%
AA
619
Advisory Alpha
Michigan
$506K +$19.9K +255 +4%
MCM
620
MAI Capital Management
Ohio
$502K +$52K +667 +10%
AAS
621
Ameritas Advisory Services
Nebraska
$497K -$11.6K -149 -2%
S
622
SignatureFD
Georgia
$495K -$26K -334 -5%
AWA
623
Aaron Wealth Advisors
Illinois
$494K -$14.5K -186 -3%
HWMO
624
Heritage Wealth Management (Ohio)
Ohio
$490K
PFM
625
Potomac Fund Management
Florida
$487K +$81.3K +1,044 +18%