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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
426
TRUE Private Wealth Advisors
Oregon
$159K +$12.3K +211 +9%
BHPW
427
Beverly Hills Private Wealth
California
$158K +$155K +2,652 New
RB
428
Renasant Bank
Mississippi
$158K -$4.2K -72 -3%
MFG
429
Merit Financial Group
Georgia
$156K +$153K +2,625 New
MCM
430
MAI Capital Management
Ohio
$156K -$35.6K -611 -19%
CAGAS
431
Capital Advisory Group Advisory Services
Minnesota
$155K
MC
432
Moors & Cabot
Massachusetts
$155K -$15.2K -260 -9%
LBWM
433
Left Brain Wealth Management
Illinois
$155K +$152K +2,600 New
FFP
434
FourThought Financial Partners
Florida
$153K +$150K +2,571 New
CF
435
Corrigan Financial
Rhode Island
$153K
WAS
436
Winch Advisory Services
Wisconsin
$152K +$1.4K +24 +0.9%
HJIM
437
Henry James International Management
New York
$149K +$5.48K +94 +4%
GCP
438
GSA Capital Partners
United Kingdom
$148K +$25.1K +431 +21%
CCMINC
439
Cardinal Capital Management Inc (North Carolina)
North Carolina
$148K
JF
440
Jump Financial
Illinois
$146K +$143K +2,448 New
AT
441
American Trust
Kentucky
$144K -$7.58K -130 -5%
SCM
442
Silvant Capital Management
Georgia
$143K
CI
443
Conning Inc
Connecticut
$142K +$1.17K +20 +0.8%
OAM
444
Oppenheimer Asset Management
New York
$141K -$700 -12 -0.5%
VF
445
Virtu Financial
New York
$139K +$136K +2,333 New
CCM
446
Coldstream Capital Management
Washington
$138K +$135K +2,314 New
GWM
447
Geneos Wealth Management
Colorado
$138K +$65.4K +1,122 +94%
WF
448
Welch & Forbes
Massachusetts
$137K +$134K +2,300 New
EBA
449
Eagle Bay Advisors
New York
$137K +$36K +618 +37%
RWM
450
Ritholtz Wealth Management
New York
$137K -$158K -2,706 -54%