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Name Holding Trade Value Shares
Change
Change in
Stake
BW
326
Bison Wealth
Georgia
$387K
HNB
327
Huntington National Bank
Ohio
$386K -$12.2K -271 -3%
CCG
328
Cypress Capital Group
Florida
$385K +$37.2K +825 +11%
SWM
329
SeaCrest Wealth Management
New York
$383K -$60.1K -1,332 -14%
CCM
330
Cohen Capital Management
California
$360K
DAS
331
Dynamic Advisor Solutions
Arizona
$355K -$18.9K -418 -5%
SCM
332
Stonebridge Capital Management
California
$349K -$133K -2,950 -28%
WS
333
Wedbush Securities
California
$343K -$224K -4,955 -40%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$338K -$89.4K -1,980 -21%
AIC
335
Archer Investment Corporation
Indiana
$337K
BHWM
336
Bay Harbor Wealth Management
Maryland
$333K -$13.9K -309 -4%
ASN
337
Advisory Services Network
Georgia
$332K +$17.6K +391 +6%
GWM
338
Geneos Wealth Management
Colorado
$331K +$21.2K +469 +7%
HAG
339
HighPoint Advisor Group
Illinois
$330K -$6.72K -149 -2%
PJSIMP
340
P.J. Schmidt Investment Management (PJS)
Wisconsin
$329K
BAM
341
Belpointe Asset Management
Nevada
$329K +$44.8K +993 +16%
AAM
342
American Asset Management
Florida
$321K
AP
343
Advisor Partners
California
$319K +$18.5K +409 +6%
IWP
344
Icon Wealth Partners
Texas
$316K +$12.5K +278 +4%
FRM
345
Fox Run Management
Connecticut
$312K +$309K +6,853 New
DP
346
Dearborn Partners
Illinois
$304K
GHCM
347
Glen Harbor Capital Management
California
$303K +$32.2K +714 +11%
SDAM
348
Shulman DeMeo Asset Management
New York
$302K
OCG
349
Opus Capital Group
Ohio
$297K +$72.4K +1,605 +33%
WANY
350
Wealthspire Advisors (New York)
New York
$297K +$295K +6,530 New