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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
726
Orser Capital Management
Texas
$961K +$26.1K +200 +3%
SFP
727
Shepherd Financial Partners
Massachusetts
$959K +$20.4K +156 +2%
CAN
728
Cetera Advisor Networks
California
$956K -$3.13K -24 -0.3%
FP
729
Foundry Partners
Minnesota
$954K -$134K -1,025 -13%
SMFS
730
Squar Milner Financial Services
California
$953K +$189K +1,444 +26%
S
731
Seeyond
France
$946K +$15.4K +118 +2%
CI
732
Conning Inc
Connecticut
$941K -$35K -268 -4%
IAS
733
Investment Advisory Services
Texas
$906K +$49.9K +382 +6%
VWM
734
Valley Wealth Managers
New Jersey
$901K -$430K -3,291 -33%
PRWA
735
Platte River Wealth Advisors
Colorado
$895K +$843K +6,460 New
IP
736
Intellectus Partners
California
$892K +$108K +826 +15%
CP
737
Covenant Partners
Tennessee
$883K +$64K +490 +8%
HT
738
Heritage Trust
Oklahoma
$883K +$841K +6,442 New
SWM
739
SeaCrest Wealth Management
New York
$877K +$4.05K +31 +0.5%
MIM
740
Moseley Investment Management
Florida
$875K +$91.7K +702 +12%
CGL
741
Clarius Group LLC
Washington
$874K -$22.7K -174 -3%
JCM
742
Jacobsen Capital Management
Utah
$874K +$833K +6,382 New
GW
743
GW & Wade
Massachusetts
$867K +$1.18K +9 +0.1%
APW
744
Aurora Private Wealth
New Jersey
$863K -$787K -6,027 -49%
BHWM
745
Bar Harbor Wealth Management
New Hampshire
$862K -$64.9K -497 -7%
IWC
746
Integrated Wealth Concepts
Massachusetts
$862K +$87.2K +668 +12%
WWM
747
Western Wealth Management
Colorado
$862K +$821K +6,290 New
WAM
748
Wealthspire Advisors (Maryland)
Maryland
$858K +$192K +1,473 +31%
ACM
749
AlphaCrest Capital Management
New York
$844K -$438K -3,352 -35%
WA
750
Wealth Alliance
New York
$843K +$773K +5,917 +2,550%