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Name Holding Trade Value Shares
Change
Change in
Stake
TG
376
TCW Group
California
$684K
SWM
377
Spire Wealth Management
Virginia
$683K +$81.5K +2,938 +13%
CIAS
378
Capital Investment Advisory Services
North Carolina
$682K +$9.32K +336 +1%
HI
379
Harbour Investments
Wisconsin
$681K -$1.47M -53,063 -67%
MCM
380
Mengis Capital Management
Oregon
$681K -$2.19K -79 -0.3%
GAMC
381
Garner Asset Management Corp
Texas
$681K
WB
382
Webster Bank
Connecticut
$679K -$11.2K -402 -2%
IWC
383
Integrated Wealth Concepts
Massachusetts
$673K -$300K -10,812 -30%
MCM
384
McKinley Capital Management
Alaska
$673K -$173K -6,248 -20%
TCM
385
Triumph Capital Management
Colorado
$672K -$60.3K -2,175 -8%
WP
386
WealthPLAN Partners
Nebraska
$672K +$15.8K +568 +3%
PGWM
387
Pitti Group Wealth Management
New York
$669K +$697K +25,117 New
BL
388
BFSG LLC
California
$664K -$47.6K -1,715 -6%
AIM
389
Aigen Investment Management
New York
$656K +$675K +24,321 New
TNA
390
True North Advisors
Texas
$654K -$5.1K -184 -0.7%
CA
391
Cullinan Associates
Kentucky
$652K -$1.53K -55 -0.2%
BWM
392
Bulltick Wealth Management
Florida
$650K +$677K +24,393 New
GI
393
Gradient Investments
Minnesota
$649K -$60.1K -2,168 -8%
FFA
394
Founders Financial Alliance
North Carolina
$649K -$48K -1,729 -7%
PWPS
395
Pinnacle Wealth Planning Services
Ohio
$647K -$3K -108 -0.4%
NSIM
396
North Star Investment Management
Illinois
$646K -$18.1K -651 -3%
FSA
397
Franklin Street Advisors
North Carolina
$643K -$2.77K -100 -0.4%
LNWWM
398
Laird Norton Wetherby Wealth Management
California
$643K +$41.3K +1,490 +7%
RWA
399
Ropes Wealth Advisors
Massachusetts
$641K -$28.6K -1,030 -4%
HT
400
Heritage Trust
Oklahoma
$641K