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Name Holding Trade Value Shares
Change
Change in
Stake
HI
651
Horizon Investments
North Carolina
$410K -$28.8K -43 -7%
JE
652
JMAC Enterprises
Pennsylvania
$407K – – –
WBG
653
Wharton Business Group
Pennsylvania
$404K – – –
SPC
654
Sigma Planning Corp
Michigan
$403K +$52.9K +79 +15%
FB
655
Fulton Bank
Pennsylvania
$398K +$32.8K +49 +9%
FRA
656
Frank Rimerman Advisors
California
$396K +$397K +593 New
BBHC
657
Brown Brothers Harriman & Co
New York
$396K +$211K +315 +113%
4WM
658
44 Wealth Management
Oregon
$386K -$32.1K -48 -8%
CT
659
Caldwell Trust
Florida
$384K – – –
CCA
660
Clearwater Capital Advisors
Illinois
$382K – – –
SAM
661
Simplify Asset Management
Nevada
$382K +$383K +572 New
AC
662
ASB Consultores
Florida
$381K +$139K +207 +57%
BFA
663
BMS Financial Advisors
South Dakota
$381K +$382K +571 New
GFP
664
Gryphon Financial Partners
Ohio
$378K +$378K +565 New
CGA
665
Channing Global Advisors
Florida
$373K +$2.68K +4 +0.7%
1WM
666
1900 Wealth Management
Texas
$372K +$373K +557 New
RC
667
Roundview Capital
New Jersey
$369K -$189K -282 -34%
OWA
668
Opal Wealth Advisors
New York
$363K +$21.4K +32 +6%
SWP
669
Stratos Wealth Partners
Ohio
$363K +$78.4K +117 +27%
LCM
670
Lattice Capital Management
Washington
$359K – – –
RFC
671
Regions Financial Corp
Alabama
$357K -$54.9K -82 -13%
WS
672
Wedbush Securities
California
$356K -$18.8K -28 -5%
MAM
673
Morse Asset Management
Connecticut
$350K -$1.36M -2,037 -80%
MAM
674
McLean Asset Management
Virginia
$349K – – –
B
675
Bellecapital
Switzerland
$347K +$348K +520 New