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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1826
Circle Wealth Management
New Jersey
$939K +$16.7K +320 +2%
AGP
1827
Autumn Glory Partners
Texas
$938K +$942K +18,051 New
FPAS
1828
Focus Partners Advisor Solutions
Missouri
$937K +$941K +18,027 New
FFS
1829
Founders Financial Securities
Maryland
$935K +$148K +2,843 +19%
AWM
1830
Accurate Wealth Management
Florida
$934K -$19.1K -367 -2%
CWP
1831
CFM Wealth Partners
Texas
$933K -$129K -2,464 -12%
TCPWM
1832
Traverso Chambers Private Wealth Management
California
$932K +$27.4K +525 +3%
NF
1833
NTB Financial
Colorado
$931K +$935K +17,918 New
FIM
1834
Fruth Investment Management
Texas
$930K – – –
NFG
1835
Norris Financial Group
South Carolina
$927K -$28.1K -539 -3%
BAS
1836
Brown Advisory Securities
Maryland
$925K -$461K -8,844 -33%
BFA
1837
Beacon Financial Advisory
Ohio
$925K -$33.2K -636 -3%
NGA
1838
Naples Global Advisors
Florida
$925K – – –
EA
1839
Eudaimonia Advisors
Tennessee
$925K +$929K +17,800 New
CPIG
1840
Chicago Partners Investment Group
Illinois
$923K -$167K -3,194 -16%
BS
1841
Banco Santander
Spain
$923K -$105K -2,021 -10%
SAM
1842
Sabadell Asset Management
Spain
$923K +$75.2K +1,442 +9%
ROTUOC
1843
Regents of the University of California
California
$922K – – –
MJB
1844
Mark J. Bradley
$919K -$102K -1,960 -10%
BLC
1845
Brown, Lisle/Cummings
Rhode Island
$918K +$922K +17,666 New
PCM
1846
Perkins Capital Management
Minnesota
$915K -$5.63K -108 -0.6%
BFAG
1847
Blackston Financial Advisory Group
Florida
$915K +$919K +17,607 New
FA
1848
Financial Advisors
Massachusetts
$913K -$5.63K -108 -0.6%
FPS
1849
Fieldpoint Private Securities
Connecticut
$913K +$35.8K +687 +4%
CFA
1850
CWS Financial Advisors
Michigan
$911K +$915K +17,530 New