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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
701
OneDigital Investment Advisors
Kansas
$263K +$1.63K +45 +0.6%
CG
702
Caprock Group
Idaho
$263K +$3.36K +93 +1%
BCM
703
Bienville Capital Management
New York
$262K
CDH
704
Charles D. Hyman
$262K +$2.49K +69 +1%
PWMAG
705
Pinnacle Wealth Management Advisory Group
New Jersey
$261K -$47.6K -1,319 -15%
CCP
706
Corient Capital Partners
California
$261K +$262K +7,245 New
CFGS
707
Concourse Financial Group Securities
Alabama
$260K +$13.7K +378 +6%
BG
708
Bollard Group
Massachusetts
$258K +$102K +2,831 +66%
DIM
709
DC Investments Management
Virginia
$257K -$163K -4,513 -39%
CCA
710
Cobblestone Capital Advisors
New York
$254K
HAG
711
HighPoint Advisor Group
Illinois
$254K +$22.3K +617 +9%
SWA
712
Sutton Wealth Advisors
Florida
$253K +$939 +26 +0.4%
CT
713
Columbia Trust
Oregon
$253K -$134K -3,696 -34%
IP
714
Investment Partners
Ohio
$251K +$1.55K +43 +0.6%
KM
715
Kalos Management
Georgia
$250K
EMG
716
ETF Managers Group
New Jersey
$249K +$53.6K +1,483 +27%
WP
717
WealthShield Partners
North Carolina
$249K +$249K +6,906 New
DT
718
Diversified Trust
Tennessee
$247K -$117K -3,242 -32%
SFSG
719
Stearns Financial Services Group
North Carolina
$246K +$18.9K +524 +8%
AGM
720
Alpine Global Management
New York
$246K +$246K +6,814 New
GIA
721
GHP Investment Advisors
Colorado
$245K
SSWM
722
Smith Salley Wealth Management
North Carolina
$244K +$7.8K +216 +3%
LFAS
723
Level Four Advisory Services
Texas
$243K -$16.1K -447 -6%
SFA
724
Sequoia Financial Advisors
Ohio
$241K -$10K -278 -4%
AWA
725
Acorn Wealth Advisors
Michigan
$241K