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Name Holding Trade Value Shares
Change
Change in
Stake
IC
1026
Intersect Capital
California
$311K -$71.9K -279 -19%
ICG
1027
InterOcean Capital Group
Tennessee
$311K
GC
1028
Grimes & Company
Massachusetts
$311K +$4.38K +17 +1%
AIA
1029
Affinity Investment Advisors
California
$308K -$64.4K -250 -18%
CA
1030
Clearstead Advisors
Ohio
$306K
SWM
1031
SeaCrest Wealth Management
New York
$306K +$299K +1,162 New
TCOT
1032
Trust Company of Toledo
Ohio
$304K
PIP
1033
Peachtree Investment Partners
Florida
$304K +$297K +1,154 New
CTA
1034
Colonial Trust Advisors
South Carolina
$303K
SBL
1035
Sargent Bickham Lagudis
Colorado
$303K +$22.2K +86 +8%
APA
1036
American Portfolios Advisors
New York
$303K -$8.24K -32 -3%
CCFCSB
1037
Cape Cod Five Cents Savings Bank
Massachusetts
$302K -$7.73K -30 -3%
OWA
1038
One Wealth Advisors
California
$302K
OWM
1039
OneAscent Wealth Management
Alabama
$301K -$19.1K -74 -6%
IF
1040
Ironwood Financial
Arizona
$300K
Twin Tree Management
1041
Twin Tree Management
Texas
$300K +$294K +1,140 New
FWM
1042
Frontier Wealth Management
Missouri
$299K
PFA
1043
Pure Financial Advisors
California
$298K -$7.21K -28 -2%
AWA
1044
Arkadios Wealth Advisors
Georgia
$297K -$11.1K -43 -4%
CCA
1045
Cottonwood Capital Advisors
Utah
$297K
FH
1046
FWG Holdings
Florida
$296K -$86.8K -337 -23%
CAM
1047
Carret Asset Management
New York
$296K
EH
1048
Equitable Holdings
New York
$295K +$1.03K +4 +0.4%
FWM
1049
Fairhaven Wealth Management
Illinois
$294K -$25.8K -100 -8%
BAM
1050
Brave Asset Management
New Jersey
$294K