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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
876
Powell Investment Advisors
Florida
$513K
MSA
877
Marino Stram & Associates
Massachusetts
$512K
OWG
878
Oxford Wealth Group
Florida
$508K +$564K +3,466 New
LFAS
879
Level Four Advisory Services
Texas
$506K +$76.7K +471 +16%
HIP
880
Harrell Investment Partners
Texas
$503K -$21.2K -130 -4%
BAM
881
Byrne Asset Management
New Jersey
$502K -$59.8K -367 -10%
PIA
882
Perennial Investment Advisors
California
$495K -$5.37K -33 -1%
CHA
883
Cooper/Haims Advisors
New York
$494K +$26.9K +165 +5%
SIC
884
Sage Investment Counsel
Tennessee
$492K -$25.2K -155 -4%
WAG
885
Winthrop Advisory Group
Massachusetts
$492K +$5.21K +32 +1%
LC
886
Lavelle Capital
California
$491K +$546K +3,350 New
EPG
887
Estate Planners Group
Pennsylvania
$488K +$542K +3,329 New
IAS
888
Integrity Advisory Solutions
Texas
$483K +$16.4K +101 +3%
SIA
889
Sit Investment Associates
Minnesota
$483K +$174K +1,070 +48%
RA
890
RFG Advisory
Alabama
$480K +$37.1K +228 +7%
WC
891
Westerkirk Capital
$480K -$619K -3,800 -54%
FI
892
Fosun International
China
$473K
MLIC
893
Mandatum Life Insurance Company
Finland
$473K -$44K -270 -8%
FCA
894
FLC Capital Advisors
California
$473K
IRC
895
Investors Research Corp
Georgia
$470K -$81.4K -500 -13%
MMPW
896
Mitchell McLeod Pugh & Williams
Alabama
$470K
GM
897
GeoWealth Management
Illinois
$470K +$242K +1,489 +87%
BBA
898
Baader Bank Aktiengesellschaft
Germany
$466K +$35.7K +219 +7%
SCM
899
Sterneck Capital Management
Missouri
$458K -$4.07K -25 -0.8%
WF
900
WoodTrust Financial
Wisconsin
$458K +$509K +3,125 New