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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
601
HBK Sorce Advisory
Pennsylvania
$668K -$176K -1,057 -22%
NSB
602
Norway Savings Bank
Maine
$668K -$93.5K -561 -13%
WA
603
WP Advisors
California
$665K -$496K -2,973 -44%
TCPWM
604
Traverso Chambers Private Wealth Management
California
$661K – – –
SWA
605
Stratos Wealth Advisors
Ohio
$661K +$667 +4 +0.1%
OIA
606
Optimum Investment Advisors
Illinois
$660K – – –
DJSG
607
D.J. St. Germain
Massachusetts
$656K +$4.17K +25 +0.7%
VWM
608
Venturi Wealth Management
Texas
$655K -$176K -1,057 -22%
HCM
609
Hall Capital Management
Rhode Island
$655K -$113K -679 -15%
SWM
610
SeaCrest Wealth Management
New York
$655K -$1.67K -10 -0.3%
OA
611
Oxbow Advisors
Texas
$655K – – –
CHJWM
612
Carlton Hofferkamp & Jenks Wealth Management
Texas
$653K – – –
CIAS
613
Capital Investment Advisory Services
North Carolina
$651K +$9K +54 +1%
WFM
614
Wolff Financial Management
Michigan
$649K +$621K +3,725 New
WHC
615
Wulff, Hansen & Co
California
$648K +$619K +3,715 New
BIA
616
Bigelow Investment Advisors
Maine
$646K +$11.3K +68 +2%
Nomura Holdings
617
Nomura Holdings
Japan
$646K +$617K +3,704 New
BIA
618
Benchmark Investment Advisors
Illinois
$645K +$617K +3,700 New
SS
619
Simplicity Solutions
Minnesota
$642K +$370K +2,217 +151%
CA
620
Claro Advisors
Massachusetts
$637K -$110K -661 -15%
PTP
621
Platform Technology Partners
New York
$634K +$13.3K +80 +2%
BAAM
622
Baker Avenue Asset Management
California
$632K +$604K +3,624 New
LWAC
623
Laurel Wealth Advisors (California)
California
$632K +$605K +3,627 New
DF
624
Donoghue Forlines
Massachusetts
$630K +$603K +3,616 New
EH
625
Equitable Holdings
New York
$624K -$10.2K -61 -2%