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Name Holding Trade Value Shares
Change
Change in
Stake
YIM
951
Yoffe Investment Management
Pennsylvania
$493K – – –
Chicago Partners Investment Group
952
Chicago Partners Investment Group
Illinois
$493K +$98.2K +886 +26%
ACM
953
Altrius Capital Management
North Carolina
$492K – – –
SGCM
954
Sanchez Gaunt Capital Management
Nevada
$491K +$496K +4,479 New
HW
955
HORAN Wealth
Ohio
$491K – – –
RZH
956
Relyea Zuckerberg Hanson
Connecticut
$490K +$6.98K +63 +1%
BIAS
957
Beacon Investment Advisory Services
New Jersey
$490K -$3.55K -32 -0.7%
GTS Securities
958
GTS Securities
Florida
$489K -$277K -2,497 -36%
IA
959
Integrity Alliance
Iowa
$487K +$9.2K +83 +2%
NewEdge Wealth
960
NewEdge Wealth
Pennsylvania
$486K -$830K -7,493 -63%
Baker Avenue Asset Management
961
Baker Avenue Asset Management
California
$485K -$8.18M -73,768 -94%
PK
962
Pflug Koory
Nebraska
$484K – – –
PFGWM
963
Price Financial Group Wealth Management
Oregon
$483K +$2.33K +21 +0.5%
OIC
964
Orion Investment Company
Missouri
$483K – – –
NB
965
Northwest Bancshares
Pennsylvania
$483K – – –
WG
966
Watchman Group
Texas
$481K – – –
SWM
967
SeaCrest Wealth Management
New York
$479K -$18.2K -164 -4%
BWM
968
Baron Wealth Management
Michigan
$478K +$2.33K +21 +0.5%
PAS
969
PKS Advisory Services
New York
$476K -$7.2K -65 -1%
WA
970
WBH Advisory
Maryland
$476K -$5.54K -50 -1%
CWM
971
Chesapeake Wealth Management
Virginia
$475K -$25.4K -229 -5%
Smith Salley Wealth Management
972
Smith Salley Wealth Management
North Carolina
$472K +$40.9K +369 +9%
SWM
973
Segment Wealth Management
Texas
$472K +$3.55K +32 +0.7%
KFS
974
Kurt F. Somerville
$472K +$477K +4,300 New
HC
975
Hamilton Capital
Ohio
$471K -$3.55K -32 -0.7%