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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
426
Sequoia Financial Advisors
Ohio
$427K +$62.7K +149 +20%
IWP
427
Icon Wealth Partners
Texas
$427K +$123K +292 +50%
AC
428
Alexandria Capital
Virginia
$423K -$2.95K -7 -0.8%
IAN
429
Integrated Advisors Network
Texas
$420K +$363K +862 New
GA
430
Geller Advisors
New York
$417K – – –
LPT
431
Legacy Private Trust
Wisconsin
$415K – – –
SFO
432
Stokes Family Office
Louisiana
$414K +$357K +848 New
HAG
433
HighPoint Advisor Group
Illinois
$405K +$301K +716 New
TWM
434
Titus Wealth Management
California
$403K -$22.7K -54 -6%
QCM
435
Quest Capital Management
Texas
$402K +$73.2K +174 +27%
ST
436
Smithfield Trust
Pennsylvania
$400K +$7.58K +18 +2%
BUB
437
BBVA USA Bancshares
Texas
$399K -$47.6K -113 -12%
Charles Schwab
438
Charles Schwab
California
$398K -$206K -490 -38%
AIA
439
Armor Investment Advisors
North Carolina
$397K +$343K +814 New
DCM
440
Dupont Capital Management
Delaware
$394K -$145K -344 -30%
PCFFS
441
Pacific Center for Financial Services
California
$394K – – –
TAIM
442
TD Ameritrade Investment Management
Nebraska
$394K +$21.9K +52 +7%
WJWM
443
Williams Jones Wealth Management
New York
$390K – – –
FAIM
444
Financial Advocates Investment Management
Washington
$390K +$8K +19 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
445
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$389K +$258K +612 +329%
PIM
446
Penobscot Investment Management
Massachusetts
$373K – – –
KMWM
447
Keudell/Morrison Wealth Management
Oregon
$370K +$62.7K +149 +24%
AWA
448
Arete Wealth Advisors
Illinois
$360K +$11.4K +27 +4%
MSS
449
Mitchell Sinkler & Starr
Pennsylvania
$358K +$71.5K +170 +30%
FC
450
FORA Capital
Florida
$355K +$218K +519 +248%