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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
626
Accurate Investment Solutions
Pennsylvania
$18K +$17.9K +228 New
BWM
627
BerganKDV Wealth Management
Minnesota
$17K +$1.34K +17 +9%
BL
628
Balentine LLC
Georgia
$17K +$13K +165 +351%
SC
629
Solstein Capital
California
$16K +$16.2K +206 New
SLF
630
Sun Life Financial
Ontario, Canada
$15K -$5.59K -71 -28%
BWL
631
Bogart Wealth LLC
Virginia
$15K
KPCM
632
Kings Point Capital Management
New York
$15K
PFGIA
633
Patriot Financial Group Insurance Agency
Massachusetts
$14K
VFA
634
Valeo Financial Advisors
Indiana
$13K -$2.36K -30 -15%
SWM
635
Selective Wealth Management
Virginia
$13K
PW
636
Price Wealth
Texas
$13K +$2.83K +36 +27%
CLOS
637
Compagnie Lombard Odier SCmA
Switzerland
$12K
Credit Agricole
638
Credit Agricole
France
$12K
EARNEST Partners
639
EARNEST Partners
Georgia
$12K
FMII
640
Farmers & Merchants Investments Inc
Nebraska
$12K
IBOK
641
Independence Bank of Kentucky
Kentucky
$12K
CFFP
642
Center for Financial Planning
Michigan
$12K +$12.3K +156 New
RE
643
RBC Europe
United Kingdom
$11.8K
AWA
644
Arkadios Wealth Advisors
Georgia
$11.1K +$9.21K +117 New
IWA
645
Intercontinental Wealth Advisors
Texas
$11K -$7.16K -91 -41%
NICM
646
Neo Ivy Capital Management
New York
$9K -$113K -1,432 -93%
VCM
647
Vigilant Capital Management
Maine
$9K
MA
648
MUFG Americas
New York
$8K
RFA
649
Reilly Financial Advisors
California
$8K
GWS
650
Glassman Wealth Services
Virginia
$8K +$551 +7 +7%