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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
851
Diversify Advisory Services
Utah
$265K -$153K -933 -36%
SS
852
Sunbelt Securities
Texas
$264K +$164 +1 +0.1%
BBA
853
Baader Bank Aktiengesellschaft
Germany
$262K -$27.2K -166 -9%
SA
854
Sovran Advisors
California
$261K +$269K +1,643 New
XF
855
XML Financial
Maryland
$260K -$9.98K -61 -4%
MHIC
856
Marble Harbor Investment Counsel
Massachusetts
$260K – – –
WAP
857
Wealthcare Advisory Partners
Pennsylvania
$258K +$47.6K +291 +22%
PA
858
Profund Advisors
Maryland
$258K -$58.1K -355 -18%
PA
859
Procyon Advisors
Connecticut
$256K +$982 +6 +0.4%
BWM
860
Baron Wealth Management
Michigan
$255K +$5.72K +35 +2%
AA
861
Addison Advisors
Vermont
$254K – – –
GWM
862
Geneos Wealth Management
Colorado
$253K -$23.1K -141 -8%
BAAM
863
Baker Avenue Asset Management
California
$252K +$48.9K +299 +24%
MMG
864
Monetary Management Group
Missouri
$252K – – –
CPSAC
865
Chas P. Smith & Associates (CPS)
Florida
$252K -$56.1K -343 -18%
VT
866
Vise Technologies
New York
$250K +$252K +1,542 New
CWP
867
Core Wealth Partners
California
$248K – – –
MCWS
868
McKinley Carter Wealth Services
West Virginia
$248K -$3.27K -20 -1%
VCA
869
Verdence Capital Advisors
Maryland
$248K -$654 -4 -0.3%
WA
870
WBH Advisory
Maryland
$247K +$28.5K +174 +13%
RMDI
871
R.M. Davis Inc
Maine
$244K -$4.09K -25 -2%
HCM
872
Howland Capital Management
Massachusetts
$244K – – –
JWCA
873
J.W. Coons Advisors
Ohio
$244K – – –
ET
874
Equitable Trust
Tennessee
$243K – – –
RWMG
875
Redwood Wealth Management Group
New Jersey
$243K – – –