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Name Holding Trade Value Shares
Change
Change in
Stake
AC
676
Avestar Capital
New York
$675K -$7.6K -174 -1%
GWM
677
Geneos Wealth Management
Colorado
$675K +$26K +596 +4%
CLOS
678
Compagnie Lombard Odier SCmA
Switzerland
$673K +$9.83K +225 +2%
RIA
679
Realta Investment Advisors
Delaware
$668K +$432K +9,888 +197%
JA
680
JVL Associates
Michigan
$663K +$87 +2 +0%
WA
681
WP Advisors
California
$657K
CA
682
Claro Advisors
Massachusetts
$655K +$123K +2,813 +24%
PWMAG
683
Pinnacle Wealth Management Advisory Group
New Jersey
$652K -$238K -5,450 -27%
TMC
684
Trellus Management Company
Florida
$652K +$218K +5,000 +52%
VWM
685
Vigilare Wealth Management
Arizona
$652K +$636K +14,555 New
Lord, Abbett & Co
686
Lord, Abbett & Co
New Jersey
$651K -$84.5M -1,934,696 -99%
BFEC
687
Benjamin F. Edwards & Company
Missouri
$649K +$45.6K +1,043 +8%
KWM
688
Kingsview Wealth Management
Oregon
$648K -$370K -8,462 -37%
SRC
689
Sage Rhino Capital
California
$648K -$111K -2,538 -15%
CGL
690
Clarius Group LLC
Washington
$648K +$2.27K +52 +0.4%
GWMIA
691
Global Wealth Management Investment Advisory
Florida
$634K +$111K +2,545 +22%
HCM
692
HGI Capital Management
New York
$630K +$288K +6,589 +88%
HA
693
Harbor Advisors
Florida
$627K
LCH
694
Lee Capital Holdings
New York
$627K +$612K +14,000 New
WC
695
Woodstock Corp
Massachusetts
$626K
HSA
696
HBK Sorce Advisory
Pennsylvania
$621K +$23.8K +544 +4%
NCL
697
Nishkama Capital LLC
Puerto Rico
$614K +$599K +13,700 New
LWM
698
Lyell Wealth Management
California
$612K +$87.4K +2,000 +17%
WFO
699
Wealthgate Family Office
Colorado
$611K -$912K -20,862 -60%
CIBC Private Wealth Group
700
CIBC Private Wealth Group
Georgia
$607K -$429K -9,821 -42%