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Name Holding Trade Value Shares
Change
Change in
Stake
CG
826
Colony Group
Massachusetts
$651K +$71.3K +985 +13%
RIM
827
Regent Investment Management
Kentucky
$634K
MGWM
828
Marks Group Wealth Management
Minnesota
$625K -$74.3K -1,027 -11%
WWM
829
Western Wealth Management
Colorado
$617K +$133K +1,837 +28%
JI
830
Jeereddi Investments
California
$616K
NC
831
NinePointTwo Capital
California
$615K
SWM
832
Spire Wealth Management
Virginia
$610K +$108K +1,487 +22%
KPWS
833
Kestra Private Wealth Services
Texas
$607K -$326K -4,511 -36%
CWA
834
Canvas Wealth Advisors
Kansas
$607K -$55.3K -765 -10%
HW
835
Hancock Whitney
Mississippi
$605K -$78.2K -1,081 -12%
AA
836
AlphaQ Advisors
Florida
$605K +$587K +8,119 New
MFG
837
Merit Financial Group
Georgia
$602K -$8.1K -112 -1%
CBFP
838
Cedar Brook Financial Partners
Ohio
$599K +$8.39K +116 +1%
OHU
839
Odey Holdings (UK)
United Kingdom
$595K
MBT
840
Montecito Bank & Trust
California
$595K +$106K +1,461 +22%
HCA
841
Harbour Capital Advisors
Virginia
$592K -$16.8K -232 -3%
CCM
842
Chiron Capital Management
Florida
$585K -$159K -2,200 -22%
BG
843
Bahl & Gaynor
Ohio
$583K -$122K -1,691 -18%
LA
844
LBP AM
France
$582K +$565K +7,813 New
HI
845
Harbour Investments
Wisconsin
$581K -$34.4K -475 -6%
FSA
846
Financial Sense Advisors
California
$581K +$564K +7,800 New
BSW
847
Buckingham Strategic Wealth
Missouri
$578K +$90.6K +1,253 +19%
CPIG
848
Chicago Partners Investment Group
Illinois
$578K +$108K +1,490 +32%
V
849
Veritable
Delaware
$577K +$110K +1,517 +24%
FAFN
850
First Affirmative Financial Network
Colorado
$577K +$42.3K +585 +8%