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Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Caprock Group
Idaho
$431K +$36.1K +107 +7%
DT
527
Diversified Trust
Tennessee
$429K +$105K +311 +23%
MIC
528
Means Investment Company
Maine
$426K -$31.4K -93 -5%
Vanguard Personalized Indexing Management
529
Vanguard Personalized Indexing Management
California
$423K +$4.72K +14 +0.9%
CF
530
Centaurus Financial
California
$423K +$35.4K +105 +7%
FIA
531
Foundations Investment Advisors
Arizona
$421K +$552K +1,636 New
SBIA
532
Sheaff Brock Investment Advisors
Indiana
$416K -$50.9K -151 -9%
WAS
533
WESPAC Advisors SoCal
California
$413K +$20.2K +60 +4%
CI
534
Cigna Investments
Connecticut
$411K -$7.75K -23 -1%
F
535
F3Logic
Minnesota
$410K +$100K +297 +23%
CAGAS
536
Capital Advisory Group Advisory Services
Minnesota
$406K +$58.3K +173 +13%
JWCA
537
J.W. Cole Advisors
Florida
$402K -$45.9K -136 -8%
CLOS
538
Compagnie Lombard Odier SCmA
Switzerland
$400K +$147K +435 +40%
MA
539
Montag & Associates
Georgia
$392K – – –
GAM
540
Griffin Asset Management
New York
$392K +$29.3K +87 +6%
SEC
541
Seven Eight Capital
New York
$392K +$506K +1,500 New
BAAM
542
Baker Avenue Asset Management
California
$390K -$6.07K -18 -1%
GWM
543
Geneos Wealth Management
Colorado
$382K -$26K -77 -5%
PA
544
PFG Advisors
Arizona
$379K +$100K +297 +26%
BG
545
Benedetti & Gucer
Georgia
$376K -$4.05K -12 -0.8%
SFG
546
Sowa Financial Group
Rhode Island
$373K +$67.4K +200 +16%
CPC
547
Congress Park Capital
New York
$373K +$480K +1,425 New
JIC
548
Joel Isaacson & Co
New York
$372K +$1.35K +4 +0.3%
1832 Asset Management
549
1832 Asset Management
Ontario, Canada
$372K +$484K +1,437 New
IWC
550
Integrated Wealth Concepts
Massachusetts
$368K +$73.5K +218 +18%