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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1101
Modera Wealth Management
New Jersey
$650K -$82.5K -5,630 -12%
DCM
1102
Donaldson Capital Management
Indiana
$649K -$11.3M -767,488 -95%
BIM
1103
Bridges Investment Management
Nebraska
$648K -$1.47K -100 -0.2%
AWM
1104
Accurate Wealth Management
Florida
$647K +$27.8K +1,895 +4%
BLAM
1105
Bourne Lent Asset Management
New York
$647K -$10.3K -700 -2%
EHC
1106
Everett Harris & Co
California
$646K -$45.4K -3,100 -7%
HT
1107
HAP Trading
New York
$646K +$323K +22,051 +105%
KF
1108
Krilogy Financial
Missouri
$646K -$580K -39,533 -48%
RWM
1109
Ritholtz Wealth Management
New York
$644K -$176K -11,979 -22%
MWM
1110
Mission Wealth Management
California
$643K +$35.2K +2,404 +6%
LAS
1111
Lloyd Advisory Services
Georgia
$643K +$628K +42,813 New
NG
1112
Norden Group
Utah
$643K +$628K +42,813 New
PWLP
1113
Prio Wealth Limited Partnership
Massachusetts
$634K -$115K -7,828 -16%
PWW
1114
Pettyjohn Wood & White
Virginia
$632K +$8.02K +547 +1%
BC
1115
Burney Company
Virginia
$632K -$16.7K -1,142 -3%
MCM
1116
McKinley Capital Management
Alaska
$630K +$6.38K +435 +1%
EF
1117
Exeter Financial
Arizona
$628K +$25.1K +1,710 +4%
LCWP
1118
Legacy Capital Wealth Partners
Arkansas
$627K +$612K +41,747 New
Parallax Volatility Advisers
1119
Parallax Volatility Advisers
California
$626K -$1.15M -78,671 -65%
KIA
1120
KCM Investment Advisors
California
$624K -$102K -6,946 -14%
SDAM
1121
Shulman DeMeo Asset Management
New York
$623K -$13.5K -919 -2%
SIM
1122
Sentry Investment Management
Wisconsin
$623K +$608K +41,478 New
APP
1123
Avantax Planning Partners
Iowa
$623K -$94.7K -6,463 -13%
EFSCE
1124
Enterprise Financial Services Corp (EFSC)
Missouri
$623K -$97.2K -6,628 -14%
ASFA
1125
All Season Financial Advisors
Colorado
$623K +$14.3K +978 +2%