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Name Holding Trade Value Shares
Change
Change in
Stake
CHP
651
Cable Hill Partners
Oregon
$667K +$63.1K +95 +9%
FTA
652
Financial & Tax Architects
Missouri
$665K +$190K +286 +34%
MWM
653
Meridian Wealth Management
Kentucky
$664K +$33.9K +51 +5%
CGA
654
Channing Global Advisors
Florida
$664K +$90.3K +136 +14%
ISL
655
Ingalls & Snyder LLC
New York
$663K -$19.9K -30 -3%
WFI
656
West Family Investments
California
$656K – – –
KMWM
657
Keudell/Morrison Wealth Management
Oregon
$655K +$200K +301 +37%
BCA
658
Bay Colony Advisors
Massachusetts
$655K -$136K -205 -16%
AO
659
Advisor OS
Illinois
$653K +$53.8K +81 +8%
LFS
660
Legacy Financial Strategies
Kansas
$650K +$345K +520 +105%
EVM
661
Evelyn V. Moreno
$649K +$165K +248 +29%
DA
662
Dillon & Associates
Michigan
$648K +$161K +242 +28%
BLC
663
Brown, Lisle/Cummings
Rhode Island
$648K – – –
CJL
664
Cyrus J. Lawrence
New York
$647K -$199K -300 -21%
CAG
665
Csenge Advisory Group
Florida
$647K -$254K -382 -26%
PWG
666
Portside Wealth Group
Utah
$642K +$81K +122 +13%
MC
667
Merlin Capital
Rhode Island
$641K -$664 -1 -0.1%
AFC
668
AFT Forsyth & Company
Florida
$638K -$16.6K -25 -2%
TIAA Trust, National Association
669
TIAA Trust, National Association
North Carolina
$632K +$713K +1,073 New
KWM
670
Kingsview Wealth Management
Oregon
$629K -$486K -732 -41%
FFS
671
Founders Financial Securities
Maryland
$628K +$124K +187 +21%
LHC
672
Little House Capital
Massachusetts
$628K +$708K +1,066 New
ACM
673
Allred Capital Management
Texas
$627K -$664 -1 -0.1%
PFPT
674
Pinnacle Financial Partners (Tennessee)
Tennessee
$621K -$90.3K -136 -11%
WSCM
675
Wellington Shields Capital Management
New York
$618K – – –