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Name Holding Trade Value Shares
Change
Change in
Stake
BL
776
BFSG LLC
California
$4.15M +$756K +4,981 +26%
CWM
777
Congress Wealth Management
Massachusetts
$4.15M -$30.9K -204 -0.8%
BCP
778
Blackhawk Capital Partners
Wisconsin
$4.06M +$538K +3,545 +18%
HCM
779
Helios Capital Management
Singapore
$4.05M +$1.03M +6,800 +41%
SCTC
780
Sanibel Captiva Trust Company
Florida
$4.05M +$175K +1,155 +5%
TPW
781
Transatlantique Private Wealth
New York
$4.05M +$134K +884 +4%
AF
782
Advisornet Financial
Minnesota
$4.03M -$138K -907 -4%
AAS
783
Ameritas Advisory Services
Nebraska
$3.99M +$112K +740 +3%
JHP
784
James Hambro & Partners
United Kingdom
$3.91M -$59.1M -389,924 -95%
CCFCSB
785
Cape Cod Five Cents Savings Bank
Massachusetts
$3.87M -$365K -2,404 -10%
KI
786
Keystone Investors
Singapore
$3.86M +$2.28M +15,052 +210%
PGFC
787
Peapack-Gladstone Financial Corp
New Jersey
$3.85M +$729K +4,809 +28%
GMF
788
Grace & Mercy Foundation
New York
$3.82M -$758K -5,000 -19%
RFA
789
ROI Financial Advisors
Oregon
$3.82M +$47.5K +313 +1%
TIA
790
Trust Investment Advisors
Indiana
$3.81M +$110K +726 +3%
GRP
791
Global Retirement Partners
California
$3.78M +$655K +4,315 +25%
FIA
792
Foundations Investment Advisors
Arizona
$3.77M -$38.2K -252 -1%
SSW
793
Stone Summit Wealth
Florida
$3.76M -$14.1K -93 -0.4%
SWM
794
SeaCrest Wealth Management
New York
$3.76M +$970K +6,395 +42%
Daiwa Securities Group
795
Daiwa Securities Group
Japan
$3.75M +$122K +801 +4%
EWA
796
EP Wealth Advisors
California
$3.74M +$1.06M +6,988 +48%
CAM
797
Cypress Asset Management
Texas
$3.73M -$3.19K -21 -0.1%
VVP
798
Venture Visionary Partners
Ohio
$3.73M -$97.4K -642 -3%
VWM
799
Venturi Wealth Management
Texas
$3.71M +$148K +975 +5%
JHCP
800
Jackson Hole Capital Partners
Oklahoma
$3.7M +$2.99M +19,702 +1,223%