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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2051
Acropolis Investment Management
Missouri
$529K +$44.4K +1,539 +9%
IFG
2052
Investors Financial Group
Minnesota
$529K +$518K +17,927 New
CMTU
2053
Capital Markets Trading (UK)
United Kingdom
$529K +$518K +17,930 New
MPCG
2054
Matrix Private Capital Group
New York
$528K +$517K +17,895 New
CFG
2055
Capstone Financial Group
Oklahoma
$526K +$514K +17,818 New
LWCFA
2056
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$522K -$120K -4,154 -19%
EDRIA
2057
Edmonds Duncan Registered Investment Advisors
Kansas
$522K +$1.56K +54 +0.3%
PFG
2058
Piershale Financial Group
Illinois
$521K +$3.87K +134 +0.8%
GWAG
2059
Garrett Wealth Advisory Group
Texas
$520K +$10K +348 +2%
SRC
2060
Shufro Rose & Co
New York
$519K +$25.6K +887 +5%
PIA
2061
Perennial Investment Advisors
California
$516K +$505K +17,475 New
SWA
2062
Sutton Wealth Advisors
Florida
$514K +$20.1K +695 +4%
IC
2063
InterOcean Capital
Illinois
$514K -$613K -21,237 -55%
VFP
2064
Verus Financial Partners
Virginia
$514K +$5.69K +197 +1%
PFA
2065
Pure Financial Advisors
California
$514K +$185K +6,409 +58%
GH
2066
GAM Holding
Switzerland
$513K -$4.22M -146,029 -89%
LIA
2067
LBMC Investment Advisors
Tennessee
$513K -$74.8K -2,592 -13%
BBL
2068
Beck Bode LLC
Massachusetts
$511K -$36.7K -1,270 -7%
JWBC
2069
John W. Brooker & Co
California
$510K +$499K +17,270 New
SFG
2070
Sunburst Financial Group
Alabama
$510K +$499K +17,272 New
RGC
2071
Roberts, Glore & Co
Illinois
$509K +$286K +9,900 +134%
SC
2072
Steph & Co
Wisconsin
$509K +$498K +17,254 New
TIM
2073
Thompson Investment Management
Wisconsin
$507K -$32.8K -1,137 -6%
SWM
2074
Segment Wealth Management
Texas
$507K -$1.65K -57 -0.3%
MIP
2075
Marietta Investment Partners
Wisconsin
$506K +$495K +17,144 New