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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1151
9258 Wealth Management
Ohio
$2.51M +$1.38M +47,860 +129%
LC
1152
Lavaca Capital
Texas
$2.5M
PI
1153
PHH Investments
Texas
$2.49M -$77.5K -2,684 -3%
TA
1154
TFG Advisers
Michigan
$2.49M +$39.4K +1,363 +2%
GCM
1155
Gables Capital Management
Florida
$2.49M +$116K +4,006 +5%
DWM
1156
Dakota Wealth Management
Florida
$2.48M +$498K +17,233 +26%
NC
1157
NewSquare Capital
Pennsylvania
$2.48M +$118K +4,102 +5%
WAP
1158
Wealthcare Advisory Partners
Pennsylvania
$2.48M +$21.2K +733 +0.9%
MCP
1159
Martin Capital Partners
Oregon
$2.48M -$1.46M -50,672 -38%
FG
1160
Fiduciary Group
Georgia
$2.47M -$15.9K -552 -0.7%
LFA
1161
Lighthouse Financial Advisors
Maryland
$2.47M +$2.42M +83,769 New
MWM
1162
Mattern Wealth Management
Kansas
$2.46M +$2.41M +83,493 New
PMG
1163
ProVise Management Group
Florida
$2.46M -$185K -6,420 -7%
SIAG
1164
Signet Investment Advisory Group
Rhode Island
$2.45M -$304K -10,518 -11%
KS
1165
Karpas Strategies
Connecticut
$2.45M
CS
1166
Cannell & Spears
New York
$2.45M +$7.13K +247 +0.3%
RG
1167
Rikoon Group
New Mexico
$2.43M +$14.1K +488 +0.6%
LG
1168
LaFleur & Godfrey
Michigan
$2.43M +$56.7K +1,963 +2%
CF
1169
Centaurus Financial
California
$2.42M +$221K +7,656 +10%
CAS
1170
Cascadia Advisory Services
Oregon
$2.42M +$2.37M +81,993 New
WBC
1171
West Branch Capital
Massachusetts
$2.42M +$159K +5,507 +7%
RB
1172
Rodgers Brothers
Pennsylvania
$2.42M +$20.1K +695 +0.9%
PFM
1173
Parsec Financial Management
North Carolina
$2.41M +$1.47K +51 +0.1%
FI
1174
FormulaFolio Investments
Michigan
$2.41M -$313K -10,850 -12%
PRS
1175
Pinkerton Retirement Specialists
Idaho
$2.41M +$35.7K +1,235 +2%