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Name Holding Trade Value Shares
Change
Change in
Stake
STA
751
Summit Trail Advisors
New York
$5.62M +$1.38M +5,822 +35%
CWM
752
Concentrum Wealth Management
California
$5.62M -$34.5K -145 -0.6%
MA
753
McBroom & Associates
Nevada
$5.6M +$78.7K +331 +1%
DIM
754
DLK Investment Management
California
$5.57M +$5.33M +22,416 New
MA
755
Menlo Advisors
California
$5.49M
FB
756
Fulton Bank
Pennsylvania
$5.48M -$204K -859 -4%
MMA
757
Miracle Mile Advisors
California
$5.46M -$3.28M -13,782 -39%
VWA
758
Visionary Wealth Advisors
Illinois
$5.44M +$2.64M +11,093 +103%
CIA
759
Choate Investment Advisors
Massachusetts
$5.42M -$135K -569 -3%
TWP
760
Tyche Wealth Partners
Texas
$5.41M +$5.18M +21,786 New
FFM
761
Forum Financial Management
Illinois
$5.41M +$851K +3,582 +20%
MCC
762
Malaga Cove Capital
California
$5.41M -$464K -1,952 -8%
HSA
763
HBK Sorce Advisory
Pennsylvania
$5.4M -$68.7K -289 -1%
HI
764
Harbour Investments
Wisconsin
$5.38M +$385K +1,618 +8%
Vanguard Capital Wealth Advisors
765
Vanguard Capital Wealth Advisors
Colorado
$5.37M +$55.8K +235 +1%
TFA
766
Teamwork Financial Advisors
Texas
$5.37M -$723K -3,043 -12%
MHS
767
M Holdings Securities
Oregon
$5.34M -$553K -2,326 -10%
PL
768
Plancorp LLC
Missouri
$5.33M +$143K +602 +3%
FFA
769
Farther Finance Advisors
California
$5.32M +$984K +4,140 +24%
IP
770
Ignite Planners
California
$5.27M -$58.5K -246 -1%
Fisher Asset Management
771
Fisher Asset Management
Washington
$5.25M +$1.4M +5,874 +39%
BB
772
Burford Brothers
Texas
$5.22M +$4.99M +21,009 New
Financial Engines Advisors
773
Financial Engines Advisors
California
$5.16M -$180K -759 -4%
EAM
774
EFG Asset Management
Oregon
$5.13M +$1.93M +8,139 +65%
SAW
775
Signal Advisors Wealth
Michigan
$5.13M +$4.9M +20,635 New