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Name Holding Trade Value Shares
Change
Change in
Stake
I
826
InceptionR
California
$889K +$898K +6,069 New
PWP
827
Principle Wealth Partners
Connecticut
$884K
MIP
828
Marietta Investment Partners
Wisconsin
$883K -$103K -694 -10%
WI
829
WrapManager Inc
California
$876K +$4K +27 +0.5%
HA
830
Harbor Advisors
Florida
$876K
SSG
831
Summit Securities Group
New York
$875K +$844K +5,704 +2,152%
HFS
832
Haverford Financial Services
Pennsylvania
$873K
PNAA
833
Pictet North America Advisors
Switzerland
$871K
PA
834
Perennial Advisors
New York
$867K +$303K +2,048 +53%
GLR
835
Great Lakes Retirement
Ohio
$858K +$866K +5,854 New
IMOV
836
Investment Management of Virginia
Virginia
$853K
CI
837
Cigna Investments
Connecticut
$849K +$3.55K +24 +0.4%
HT
838
Heritage Trust
Oklahoma
$848K +$19.2K +130 +2%
BC
839
Bridgefront Capital
Texas
$844K +$852K +5,756 New
BCM
840
Brookstone Capital Management
Illinois
$843K -$7.99K -54 -0.9%
AT
841
Arden Trust
Delaware
$840K -$556K -3,758 -40%
MIM
842
MTM Investment Management
South Carolina
$833K +$206K +1,393 +32%
PPC
843
Park Place Capital
Alabama
$832K +$840K +5,678 New
NF
844
Nvest Financial
New Hampshire
$830K -$4.88K -33 -0.6%
LWAM
845
Legacy Wealth Asset Management
Minnesota
$828K +$57.9K +391 +7%
AWA
846
Arkadios Wealth Advisors
Georgia
$827K +$33.3K +225 +4%
HWM
847
HB Wealth Management
Georgia
$824K +$388K +2,625 +88%
PFS
848
Prospera Financial Services
Texas
$822K -$113K -767 -12%
HIA
849
Harbor Investment Advisory
Maryland
$821K -$148K -1,000 -15%
GWM
850
GSB Wealth Management
Connecticut
$818K -$345K -2,330 -29%