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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
651
Anchor Investment Management
South Carolina
$1.73M +$283K +2,281 +18%
CL
652
CPWM LLC
Washington
$1.72M -$532K -4,296 -23%
9WM
653
9258 Wealth Management
Ohio
$1.72M -$21.4K -173 -1%
DIA
654
Dana Investment Advisors
Wisconsin
$1.69M +$169K +1,366 +11%
BP
655
Ballentine Partners
Massachusetts
$1.69M -$7.18K -58 -0.4%
FCI
656
Financial Counselors Inc
Kansas
$1.68M -$512K -4,133 -23%
BC
657
Bridgefront Capital
Texas
$1.67M +$1.19M +9,646 +217%
KPWS
658
Kestra Private Wealth Services
Texas
$1.66M -$31.2K -252 -2%
RG
659
Rikoon Group
New Mexico
$1.65M -$18.6K -150 -1%
CIP
660
Capital Insight Partners
Arizona
$1.64M -$41.4K -334 -2%
GBT
661
Grove Bank & Trust
Florida
$1.63M +$54.5K +440 +3%
IRAG
662
Investment Research & Advisory Group
Georgia
$1.62M +$1.7M +13,698 New
CC
663
Copperleaf Capital
North Carolina
$1.59M +$351K +2,832 +27%
CG
664
Caprock Group
Idaho
$1.59M +$14.6K +118 +0.9%
MCM
665
Mitchell Capital Management
Kansas
$1.58M +$302K +2,435 +22%
GVAG
666
Great Valley Advisor Group
Delaware
$1.57M +$1.09M +8,769 +194%
JFA
667
Johanson Financial Advisors
California
$1.57M +$16.6K +134 +1%
GWM
668
Geneos Wealth Management
Colorado
$1.55M -$88.6K -715 -5%
SIM
669
Sonora Investment Management
Arizona
$1.54M -$4.71K -38 -0.3%
JWM
670
Jupiter Wealth Management
Colorado
$1.54M +$582K +4,698 +57%
TC
671
TownSquare Capital
Utah
$1.53M +$552K +4,453 +53%
PWPS
672
Pinnacle Wealth Planning Services
Ohio
$1.51M +$88.8K +717 +6%
BCM
673
Brookstone Capital Management
Illinois
$1.51M +$460K +3,716 +41%
MWM
674
Madison Wealth Management
Ohio
$1.51M +$1.58M +12,750 New
SG
675
Stonnington Group
California
$1.49M +$1.7M +13,760 New