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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
1501
Legacy Wealth Planning
Nevada
$926K +$16.1K +722 +2%
IFWM
1502
Institute for Wealth Management
Colorado
$925K -$514K -23,006 -35%
PL
1503
Plancorp LLC
Missouri
$923K -$243K -10,882 -20%
CBA
1504
Coastal Bridge Advisors
Connecticut
$922K +$11K +490 +1%
BWP
1505
Bernardo Wealth Planning
Pennsylvania
$921K +$207K +9,268 +28%
NPF
1506
Norris Perne & French
Michigan
$920K +$176K +7,853 +23%
WIC
1507
Whitegate Investment Counselors
New Hampshire
$919K -$96.8K -4,332 -9%
CL
1508
Choreo LLC
Illinois
$918K -$58.9K -2,636 -6%
AR
1509
Advisory Research
Illinois
$918K
CFG
1510
Cooper Financial Group
California
$915K +$63K +2,820 +7%
WP
1511
Wedgewood Partners
Missouri
$912K -$37K -1,655 -4%
CC
1512
Cannell & Co
New York
$910K -$126K -5,627 -12%
MCP
1513
Mirador Capital Partners
California
$908K -$816K -36,527 -46%
SIC
1514
Shoker Investment Counsel
Ohio
$908K -$44.7K -1,999 -5%
AWA
1515
Acorn Wealth Advisors
Michigan
$908K +$105K +4,695 +13%
CWM
1516
Connecticut Wealth Management
Connecticut
$908K +$261K +11,660 +38%
HCM
1517
Horrell Capital Management
Arkansas
$907K +$3.67K +164 +0.4%
DWM
1518
Dorchester Wealth Management
Quebec, Canada
$906K +$163K +7,311 +21%
CFA
1519
Cahill Financial Advisors
Minnesota
$905K +$5.92K +265 +0.6%
CC
1520
Cypress Capital
Tennessee
$904K -$288K -12,900 -23%
CFA
1521
Camarda Financial Advisors
Florida
$903K -$5.92K -265 -0.6%
AIL
1522
AGF Investments LLC
Ontario, Canada
$902K -$1.93M -86,393 -67%
BAM
1523
Brave Asset Management
New Jersey
$902K +$206K +9,215 +28%
FBB
1524
Fulton Breakefield Broenniman
Maryland
$901K -$13K -580 -1%
FSA
1525
Fort Sheridan Advisors
Illinois
$901K +$29.1K +1,303 +3%