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Name Holding Trade Value Shares
Change
Change in
Stake
MW
601
Marcum Wealth
Ohio
$316K +$13.9K +21 +5%
XS
602
XR Securities
Illinois
$315K -$154K -234 -34%
RC
603
Roundview Capital
New Jersey
$312K
MPCG
604
Matrix Private Capital Group
New York
$311K -$88.4K -134 -23%
IFWM
605
Institute for Wealth Management
Colorado
$310K
HIC
606
Holderness Investments Company
North Carolina
$307K +$9.89K +15 +3%
HCA
607
Harbour Capital Advisors
Virginia
$306K
CHP
608
Cable Hill Partners
Oregon
$306K +$292K +443 New
CCP
609
Cardan Capital Partners
Colorado
$305K
GSEP
610
Golden State Equity Partners
California
$303K +$290K +439 New
SS
611
Sunbelt Securities
Texas
$301K -$3.3K -5 -1%
SWP
612
Stratos Wealth Partners
Ohio
$301K +$8.57K +13 +3%
EWM
613
Executive Wealth Management
Michigan
$297K +$284K +430 New
GC
614
Garde Capital
Washington
$296K +$2.64K +4 +0.9%
OWA
615
Opal Wealth Advisors
New York
$291K -$58.7K -89 -17%
KNW
616
Kesler Norman & Wride
Utah
$290K +$1.32K +2 +0.5%
AR
617
Advisory Research
Illinois
$289K -$140K -213 -34%
BAM
618
Bruderman Asset Management
New York
$288K -$3.3K -5 -1%
FC
619
Forte Capital
New York
$288K +$40.9K +62 +17%
PWMAG
620
Pinnacle Wealth Management Advisory Group
New Jersey
$285K +$7.92K +12 +3%
EAM
621
Eagle Asset Management
Florida
$283K +$26.4K +40 +11%
RC
622
RegentAtlantic Capital
New Jersey
$282K -$1.32K -2 -0.5%
FNBT
623
FineMark National Bank & Trust
Florida
$281K +$3.96K +6 +1%
RDWM
624
Red Door Wealth Management
Tennessee
$280K +$268K +406 New
WMA
625
Wealth Management Associates
New Jersey
$280K