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Name Holding Trade Value Shares
Change
Change in
Stake
AM
1051
AGF Management
Ontario, Canada
$860K +$303K +4,356 +58%
HIA
1052
Harbor Investment Advisory
Maryland
$859K +$3.06K +44 +0.4%
NAG
1053
Northstar Advisory Group
New Jersey
$856K -$233K -3,354 -22%
SAG
1054
SageView Advisory Group
California
$839K +$802K +11,541 New
DEM
1055
Disciplined Equity Management
Florida
$836K +$68.8K +990 +9%
TFA
1056
Teamwork Financial Advisors
Texas
$830K -$377K -5,417 -32%
CI
1057
Conning Inc
Connecticut
$829K +$175K +2,522 +28%
CM
1058
CastleKnight Management
New York
$829K
LMKC
1059
L.M. Kohn & Company
Ohio
$825K +$32.1K +462 +4%
HCA
1060
Harbor Capital Advisors
Illinois
$816K +$90.6K +1,304 +13%
TFCP
1061
Twin Focus Capital Partners
Massachusetts
$815K
FNBSF
1062
First National Bank Sioux Falls
South Dakota
$815K +$173K +2,496 +29%
Vanguard Capital Wealth Advisors
1063
Vanguard Capital Wealth Advisors
Colorado
$814K +$108K +1,550 +16%
LWA
1064
Lineweaver Wealth Advisors
Ohio
$809K +$148K +2,124 +24%
FCA
1065
FLC Capital Advisors
California
$808K +$102K +1,472 +15%
NIWA
1066
New Insight Wealth Advisors
California
$808K -$381K -5,488 -33%
UB
1067
UMB Bank
Missouri
$803K +$296K +4,252 +63%
RA
1068
RFG Advisory
Alabama
$794K -$108K -1,556 -12%
BW
1069
Bison Wealth
Georgia
$793K
GSIAS
1070
Garden State Investment Advisory Services
New Jersey
$790K +$28.4K +409 +4%
CPIG
1071
Chicago Partners Investment Group
Illinois
$778K +$293K +4,220 +52%
HSA
1072
HBK Sorce Advisory
Pennsylvania
$776K -$105K -1,513 -12%
SIA
1073
Strategic Investment Advisors
Michigan
$775K +$741K +10,659 New
BCM
1074
BluePath Capital Management
Georgia
$766K +$227K +3,262 +45%
HI
1075
Harbour Investments
Wisconsin
$764K +$14.5K +208 +2%