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Name Holding Trade Value Shares
Change
Change in
Stake
HAM
376
Harmony Asset Management
Arizona
$327K -$4.69K -85 -2%
DI
377
Diligent Investors
California
$327K +$291K +5,266 New
SCA
378
Stonebridge Capital Advisors
Minnesota
$325K -$29.1K -527 -9%
SWM
379
Spire Wealth Management
Virginia
$325K -$51.6K -935 -15%
MWM
380
Mindset Wealth Management
Indiana
$324K +$288K +5,210 New
HSBC Holdings
381
HSBC Holdings
United Kingdom
$322K -$418K -7,574 -59%
AAS
382
Ameritas Advisory Services
Nebraska
$322K +$8.34K +151 +3%
AWM
383
Avior Wealth Management
Nebraska
$322K +$276 +5 +0.1%
EFS
384
Essex Financial Services
Connecticut
$320K +$4.14K +75 +1%
MA
385
Mutual Advisors
Nebraska
$317K -$79.3K -1,436 -20%
TW
386
Traveka Wealth
California
$317K -$34K -615 -11%
BFG
387
Bleakley Financial Group
New Jersey
$317K +$11.2K +203 +4%
SC
388
Steph & Co
Wisconsin
$316K -$63.1K -1,143 -18%
RB
389
Renasant Bank
Mississippi
$314K
KOCAA
390
Knights of Columbus Asset Advisors
Connecticut
$312K +$10.5K +190 +4%
TCCM
391
Timber Creek Capital Management
Massachusetts
$311K
PCM
392
Ping Capital Management
New York
$311K +$276K +5,000 New
RWMG
393
Redwood Wealth Management Group
New Jersey
$310K -$15.5K -280 -5%
Parallax Volatility Advisers
394
Parallax Volatility Advisers
California
$309K +$274K +4,967 New
NGA
395
Naples Global Advisors
Florida
$308K
TIM
396
Thornburg Investment Management
New Mexico
$303K
CCM
397
Coldstream Capital Management
Washington
$299K +$39.7K +719 +18%
GFP
398
Gryphon Financial Partners
Ohio
$295K +$62.1K +1,124 +31%
MWM
399
Meridian Wealth Management
Kentucky
$294K +$261K +4,734 New
WF
400
Welch & Forbes
Massachusetts
$293K