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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
826
Windsor Capital Management
Arizona
$656K +$637K +8,802 New
CG
827
Colony Group
Massachusetts
$651K +$71.3K +985 +13%
RIM
828
Regent Investment Management
Kentucky
$634K – – –
MGWM
829
Marks Group Wealth Management
Minnesota
$625K -$74.3K -1,027 -11%
WWM
830
Western Wealth Management
Colorado
$617K +$133K +1,837 +28%
JI
831
Jeereddi Investments
California
$616K – – –
NC
832
NinePointTwo Capital
California
$615K – – –
SWM
833
Spire Wealth Management
Virginia
$610K +$108K +1,487 +22%
KPWS
834
Kestra Private Wealth Services
Texas
$607K -$326K -4,511 -36%
CWA
835
Canvas Wealth Advisors
Kansas
$607K -$55.3K -765 -10%
HW
836
Hancock Whitney
Mississippi
$605K -$78.2K -1,081 -12%
AA
837
AlphaQ Advisors
Florida
$605K +$587K +8,119 New
MFG
838
Merit Financial Group
Georgia
$602K -$8.1K -112 -1%
CBFP
839
Cedar Brook Financial Partners
Ohio
$599K +$8.39K +116 +1%
OHU
840
Odey Holdings (UK)
United Kingdom
$595K – – –
MBT
841
Montecito Bank & Trust
California
$595K +$106K +1,461 +22%
HCA
842
Harbour Capital Advisors
Virginia
$592K -$16.8K -232 -3%
CCM
843
Chiron Capital Management
Florida
$585K -$159K -2,200 -22%
BG
844
Bahl & Gaynor
Ohio
$583K -$122K -1,691 -18%
LA
845
LBP AM
France
$582K +$565K +7,813 New
HI
846
Harbour Investments
Wisconsin
$581K -$34.4K -475 -6%
FSA
847
Financial Sense Advisors
California
$581K +$564K +7,800 New
BSW
848
Buckingham Strategic Wealth
Missouri
$578K +$90.6K +1,253 +19%
CPIG
849
Chicago Partners Investment Group
Illinois
$578K +$108K +1,490 +32%
V
850
Veritable
Delaware
$577K +$110K +1,517 +24%