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Name Holding Trade Value Shares
Change
Change in
Stake
VA
976
Valmark Advisers
Ohio
$634K +$89.6K +759 +21%
B
977
Bailard
California
$632K +$130K +1,104 +33%
SAM
978
SP Asset Management
California
$631K -$35.4K -300 -6%
GD
979
Grandfield & Dodd
New York
$630K +$131K +1,110 +34%
SBL
980
Sargent Bickham Lagudis
Colorado
$629K +$59.2K +501 +13%
APW
981
Austin Private Wealth
Texas
$628K +$164K +1,389 +46%
FWM
982
Frontier Wealth Management
Missouri
$628K +$519K +4,392 New
BPB
983
Badgley, Phelps & Bell
Washington
$620K +$512K +4,338 New
PW
984
Peninsula Wealth
California
$618K +$5.31K +45 +1%
VWM
985
Vigilare Wealth Management
Arizona
$615K +$45.7K +387 +10%
APW
986
Aurora Private Wealth
New Jersey
$611K +$91.7K +777 +22%
FC
987
Ferris Capital
Massachusetts
$605K -$58.4K -495 -10%
MWM
988
Mattern Wealth Management
Kansas
$605K +$14.2K +120 +3%
GLA
989
Great Lakes Advisors
Illinois
$602K +$497K +4,212 New
DI
990
Diligent Investors
California
$601K +$124K +1,050 +33%
NWP
991
Northstar Wealth Partners
Connecticut
$596K -$113K -960 -19%
GAMC
992
Garner Asset Management Corp
Texas
$596K +$70.8K +600 +17%
HR
993
Hayden Royal
North Carolina
$595K -$252K -2,136 -34%
BWM
994
BCS Wealth Management
Tennessee
$595K +$491K +4,158 New
IIC
995
Ironwood Investment Counsel
Arizona
$594K +$151K +1,275 +44%
CANY
996
Caxton Associates (New York)
New York
$594K +$491K +4,155 New
OL
997
Optas LLC
Texas
$592K
VCM
998
Virtue Capital Management
Tennessee
$592K +$159K +1,350 +48%
LWA
999
Lenox Wealth Advisors
New York
$590K +$120K +1,020 +33%
WCWM
1000
Wooster Corthell Wealth Management
Connecticut
$590K +$487K +4,125 New