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Name Holding Trade Value Shares
Change
Change in
Stake
I
801
InceptionR
California
$575K +$571K +7,443 New
NF
802
Norwood Financial
Pennsylvania
$573K +$6.91K +90 +1%
SPWG
803
Syntegra Private Wealth Group
Missouri
$572K +$569K +7,409 New
E
804
ETFidea
New York
$569K
CCIA
805
Campbell & Co Investment Adviser
Maryland
$569K -$249K -3,243 -31%
LMKC
806
L.M. Kohn & Company
Ohio
$568K +$77 +1 +0%
SW
807
Simplicity Wealth
New Jersey
$566K -$2.46K -32 -0.4%
RWA
808
Rainsberger Wealth Advisors
Colorado
$566K
IFU
809
iSAM Funds (UK)
United Kingdom
$565K +$562K +7,320 New
WIC
810
Woodmont Investment Counsel
Tennessee
$562K
CPIG
811
Chicago Partners Investment Group
Illinois
$561K -$21K -274 -4%
CWP
812
Core Wealth Partners
California
$560K -$248K -3,229 -31%
SWM
813
Segment Wealth Management
Texas
$560K +$2.46K +32 +0.4%
HT
814
HighTower Trust
Texas
$559K +$3.61K +47 +0.6%
TSS
815
Two Sigma Securities
New York
$559K +$556K +7,239 New
MC
816
Machina Capital
France
$550K +$547K +7,128 New
MWA
817
Meridian Wealth Advisors
Texas
$550K -$3.99K -52 -0.7%
RBFC
818
Roman Butler Fullerton & Co
Missouri
$550K +$93.2K +1,215 +20%
SFG
819
SevenBridge Financial Group
Pennsylvania
$550K -$4.14K -54 -0.8%
AF
820
Allworth Financial
California
$549K +$47.7K +621 +10%
CFD
821
Creative Financial Designs
Indiana
$548K +$33.7K +439 +7%
CLOS
822
Compagnie Lombard Odier SCmA
Switzerland
$547K +$479K +6,235 +740%
WSC
823
Wellington Shields & Co
New York
$546K
JHP
824
James Hambro & Partners
United Kingdom
$540K
Koshinski Asset Management
825
Koshinski Asset Management
Illinois
$539K -$2.53K -33 -0.5%