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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1076
Regent Investment Management
Kentucky
$20M -$566K -7,300 -3%
VWA
1077
V Wealth Advisors
Kansas
$20M -$1.45M -18,664 -8%
LWS
1078
Lucia Wealth Services
California
$19.9M +$2.01M +25,896 +13%
TYCC
1079
Texas Yale Capital Corp
Florida
$19.9M +$701K +9,052 +4%
MWM
1080
Madison Wealth Management
Ohio
$19.9M -$480K -6,200 -3%
CWS
1081
Cypress Wealth Services
California
$19.9M -$72.8K -940 -0.4%
PPSG
1082
Princeton Portfolio Strategies Group
New Jersey
$19.9M -$293K -3,776 -2%
RWA
1083
Ropes Wealth Advisors
Massachusetts
$19.8M +$81.8K +1,056 +0.5%
WMSA
1084
Weiss Multi-Strategy Advisers
New York
$19.8M -$15.9M -204,640 -48%
TGAM
1085
TBH Global Asset Management
Tennessee
$19.8M +$504K +6,508 +3%
TW
1086
TrinityPoint Wealth
Connecticut
$19.8M -$1.24K -16 -0%
JAM
1087
JCIC Asset Management
Ontario, Canada
$19.8M +$728K +9,392 +5%
MAM
1088
Mark Asset Management
New York
$19.8M +$35.6K +460 +0.2%
LPT
1089
Legacy Private Trust
Wisconsin
$19.7M +$1.73M +22,276 +11%
FHB
1090
First Hawaiian Bank
Hawaii
$19.7M -$3.75M -48,416 -18%
AHB
1091
Abner Herrman & Brock
New Jersey
$19.7M +$13.1M +168,660 +353%
CGL
1092
Clarius Group LLC
Washington
$19.7M -$245K -3,160 -1%
MGIA
1093
Moneta Group Investment Advisors
Missouri
$19.7M +$796K +10,276 +5%
Wealth Enhancement Advisory Services
1094
Wealth Enhancement Advisory Services
Minnesota
$19.7M -$1.89M -24,344 -11%
C
1095
Certuity
Florida
$19.7M +$184K +2,372 +1%
SWK
1096
Stephen W. Kidder
$19.6M -$652K -8,416 -4%
PC
1097
Pecaut & Co
Iowa
$19.6M -$304K -3,924 -2%
CFGS
1098
Concourse Financial Group Securities
Alabama
$19.6M -$404K -5,212 -2%
SW
1099
SkyOak Wealth
Michigan
$19.5M +$1.6M +20,668 +11%
LCP
1100
Legacy Capital Partners
Wisconsin
$19.5M -$5.63M -72,596 -25%