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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
776
Sowell Financial Services
Arkansas
$271K -$880K -3,410 -76%
LPT
777
Legacy Private Trust
Wisconsin
$270K +$284K +1,102 New
MS
778
Mizuho Securities
Japan
$269K +$103K +400 +57%
SWMP
779
Signature Wealth Management Partners
New Jersey
$269K +$283K +1,098 New
TAM
780
Trust Asset Management
Texas
$267K +$56.2K +218 +25%
CCM
781
Coldstream Capital Management
Washington
$265K +$280K +1,084 New
IFWM
782
Institute for Wealth Management
Colorado
$264K -$120K -466 -30%
IEFM
783
IQ EQ Fund Management
Ireland
$262K – – –
FCI
784
Financial Counselors Inc
Kansas
$262K +$1.03K +4 +0.4%
LSAG
785
Lake Street Advisors Group
New Hampshire
$260K -$26.3K -102 -9%
SIC
786
Sigma Investment Counselors
Michigan
$260K +$273K +1,060 New
BBA
787
BLB&B Advisors
Pennsylvania
$259K +$19.3K +75 +8%
ACWM
788
Adams Chetwood Wealth Management
North Carolina
$258K – – –
EGA
789
E&G Advisors
Texas
$257K – – –
GC
790
Gratus Capital
Georgia
$257K – – –
NHC
791
Nicholas Hoffman & Company
Georgia
$254K +$268K +1,038 New
ML
792
McAdam LLC
Pennsylvania
$252K -$1.03K -4 -0.4%
MPI
793
Mairs & Power Inc
Minnesota
$251K – – –
BHWM
794
Bar Harbor Wealth Management
New Hampshire
$250K – – –
PB
795
Pinnacle Bancorp
Nebraska
$250K +$18.1K +70 +7%
CIA
796
Choate Investment Advisors
Massachusetts
$249K – – –
MMA
797
Miracle Mile Advisors
California
$249K – – –
CFA
798
Carroll Financial Associates
North Carolina
$248K – – –
AP
799
Appleton Partners
Massachusetts
$248K +$262K +1,014 New
PVH
800
Psagot Value Holdings
Israel
$247K -$645K -2,500 -71%