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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
1451
Stableford Capital II
Arizona
$721K +$25.4K +540 +4%
FWM
1452
Focused Wealth Management
New York
$717K +$104K +2,213 +18%
BFC
1453
Blue Fin Capital
Rhode Island
$716K +$111K +2,350 +19%
SBL
1454
Sargent Bickham Lagudis
Colorado
$715K +$128K +2,731 +23%
SWA
1455
Sutton Wealth Advisors
Florida
$715K +$753 +16 +0.1%
OIA
1456
OneDigital Investment Advisors
Kansas
$714K -$236K -5,011 -26%
TFA
1457
Transamerica Financial Advisors
Florida
$712K -$23.5K -499 -3%
OC
1458
Oakworth Capital
Alabama
$711K +$79.3K +1,686 +13%
VFPI
1459
Vantage Financial Partners (Illinois)
Illinois
$709K +$14.1K +300 +2%
MAM
1460
Morse Asset Management
Connecticut
$709K +$92.9K +1,974 +16%
AWM
1461
Affinity Wealth Management
Delaware
$704K -$5.36K -114 -0.8%
SP
1462
Sarasin & Partners
United Kingdom
$703K
CCM
1463
Cribstone Capital Management
Maine
$700K -$26.5K -564 -4%
AWM
1464
AllSquare Wealth Management
New York
$698K -$18.8K -400 -3%
Wolverine Trading
1465
Wolverine Trading
Illinois
$695K -$2.25M -47,837 -77%
AWA
1466
Arete Wealth Advisors
Illinois
$695K +$116K +2,460 +21%
NAMA
1467
Nikko Asset Management Americas
New York
$693K
TIA
1468
Tiemann Investment Advisors
California
$688K
SAM
1469
Sequent Asset Management
Texas
$687K -$1.13K -24 -0.2%
KFA
1470
Kelleher Financial Advisors
New York
$686K
SC
1471
Searle & Co
Connecticut
$678K
SCG
1472
Sonata Capital Group
Washington
$677K
MCWS
1473
McKinley Carter Wealth Services
West Virginia
$675K -$32.3K -687 -5%
FAM
1474
Formidable Asset Management
Ohio
$673K -$1.79K -38 -0.3%
BAM
1475
Berkshire Asset Management
Pennsylvania
$671K -$67.1K -1,426 -10%