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Name Holding Trade Value Shares
Change
Change in
Stake
STA
1126
Summit Trail Advisors
New York
$701K +$273K +1,663 +65%
JF
1127
Jump Financial
Illinois
$696K +$691K +4,200 New
NWM
1128
Northwest Wealth Management
Iowa
$695K +$272K +1,657 +65%
SGCA
1129
Steel Grove Capital Advisors
Tennessee
$695K +$33.9K +206 +5%
MMG
1130
Monetary Management Group
Missouri
$694K
SS
1131
Sunbelt Securities
Texas
$694K +$246K +1,495 +53%
PP
1132
PDS Planning
Ohio
$693K +$49.7K +302 +8%
PTP
1133
Platform Technology Partners
New York
$692K -$39K -237 -5%
FAM
1134
Formidable Asset Management
Ohio
$691K -$4.77K -29 -0.7%
DL
1135
DOHJ LLC
Washington
$689K -$17.1K -104 -2%
PFC
1136
Phocas Financial Corp
California
$688K +$21.4K +130 +3%
WSTAM
1137
Wilbanks Smith & Thomas Asset Management
Virginia
$687K -$134K -814 -16%
CAM
1138
Campion Asset Management
Virginia
$684K
CA
1139
Calton & Associates
Florida
$684K -$103K -629 -13%
CM
1140
Columbus Macro
Pennsylvania
$681K +$25.2K +153 +4%
ZIG
1141
Zullo Investment Group
Pennsylvania
$681K +$37.2K +226 +6%
DTC
1142
Davidson Trust Company
Washington
$680K +$2.96K +18 +0.4%
NFP
1143
Narus Financial Partners
Utah
$680K -$42.7K -260 -6%
BL
1144
BFSG LLC
California
$679K +$71.8K +437 +12%
PBC
1145
Pavion Blue Capital
California
$677K
CA
1146
Cambridge Advisors
Nebraska
$677K
SVCP
1147
Silicon Valley Capital Partners
California
$677K +$85.8K +522 +15%
EWM
1148
Empirical Wealth Management
Washington
$676K +$29.4K +179 +5%
H
1149
HoyleCohen
California
$676K +$116K +704 +21%
KIC
1150
Keating Investment Counselors
Florida
$672K -$184K -1,122 -22%