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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
651
Herald Investment Management
United Kingdom
$770K – – –
DJSG
652
D.J. St. Germain
Massachusetts
$765K – – –
HPCM
653
High Pointe Capital Management
Illinois
$765K – – –
IA
654
IFP Advisors
Florida
$764K -$110K -1,441 -13%
SFA
655
Semmax Financial Advisors
North Carolina
$759K +$712K +9,363 New
W
656
WealthStone
Ohio
$758K +$207K +2,719 +41%
SFA
657
Sequoia Financial Advisors
Ohio
$755K -$116K -1,526 -14%
WFG
658
Wills Financial Group
Virginia
$755K +$264K +3,470 +59%
IB
659
Intrust Bank
Kansas
$747K +$94.8K +1,247 +16%
NIP
660
Nicholas Investment Partners
California
$741K – – –
CL
661
CSS LLC
Illinois
$738K +$692K +9,100 New
OIA
662
OneDigital Investment Advisors
Kansas
$728K +$191K +2,514 +39%
RIM
663
Regent Investment Management
Kentucky
$725K -$343K -4,511 -34%
IAN
664
Integrated Advisors Network
Texas
$723K – – –
SWM
665
Strategic Wealth Management
Washington
$722K +$289K +3,801 +75%
PG
666
Patten Group
Tennessee
$710K -$10.6K -140 -2%
TNBTD
667
Trustmark National Bank Trust Department
Mississippi
$710K +$665K +8,754 New
MIM
668
Martin Investment Management
Florida
$694K +$287K +3,775 +79%
RE
669
RBC Europe
United Kingdom
$684K +$5.55K +73 +0.9%
FCM
670
Fairbanks Capital Management
California
$683K – – –
MGWM
671
Marks Group Wealth Management
Minnesota
$677K -$70.7K -930 -10%
MPCG
672
Matrix Private Capital Group
New York
$672K -$152 -2 -0%
NA
673
Navellier & Associates
Nevada
$670K +$97.8K +1,287 +18%
AIA
674
Angeles Investment Advisors
California
$670K +$149K +1,960 +31%
BCM
675
Birch Capital Management
Texas
$665K -$2.89K -38 -0.5%