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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
726
Seaview Investment Managers
Florida
$481K +$110K +1,207 +28%
JWCA
727
J.W. Cole Advisors
Florida
$481K +$2.38K +26 +0.5%
1WA
728
180 Wealth Advisors
Washington
$473K +$15.4K +168 +3%
SCA
729
Snowden Capital Advisors
New York
$463K -$341K -3,729 -41%
HC
730
Hourglass Capital
Texas
$462K
PA
731
Pinnacle Associates
New York
$461K -$14.1K -154 -3%
FIM
732
Fernwood Investment Management
Massachusetts
$456K -$9.15K -100 -2%
FFM
733
Forum Financial Management
Illinois
$454K
CWM
734
Cordatus Wealth Management
Pennsylvania
$452K -$50K -546 -9%
BAM
735
Bellevue Asset Management
Washington
$451K +$183K +2,000 +63%
BSW
736
Buckingham Strategic Wealth
Missouri
$451K -$18.5K -202 -4%
ACL
737
Applied Capital LLC
Florida
$450K -$3.66K -40 -0.8%
NS
738
NBC Securities
Alabama
$446K +$471K +5,144 New
IAN
739
Integrated Advisors Network
Texas
$444K +$6.04K +66 +1%
CAM
740
CenterStar Asset Management
Illinois
$443K +$468K +5,109 New
CA
741
Cullinan Associates
Kentucky
$442K
GC
742
Giverny Capital
Quebec, Canada
$434K
CSPIA
743
Cary Street Partners Investment Advisory
Virginia
$433K +$72.3K +790 +19%
CB
744
Commerce Bank
Missouri
$432K -$14.6K -160 -3%
AFA
745
American Financial Advisors
Georgia
$431K +$119K +1,300 +35%
SIA
746
Sit Investment Associates
Minnesota
$429K
CFLC
747
California First Leasing Corp
California
$425K
PWPS
748
Pinnacle Wealth Planning Services
Ohio
$424K +$4.94K +54 +1%
PWP
749
Pursue Wealth Partners
California
$423K -$166K -1,812 -27%
VAS
750
Vestmark Advisory Solutions
Massachusetts
$423K -$9.52K -104 -2%