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Name Holding Trade Value Shares
Change
Change in
Stake
NP
701
NorthRock Partners
Minnesota
$302K +$266K +2,517 New
FC
702
FCA Corp
Texas
$300K
JGUA
703
John G. Ullman & Associates
New York
$300K
CBTWT
704
Community Bank & Trust (Waco, Texas)
Texas
$296K
SRL
705
Scientech Research LLC
New Jersey
$291K +$256K +2,426 New
MA
706
MONECO Advisors
Connecticut
$290K +$255K +2,417 New
OL
707
Optas LLC
Texas
$289K +$15.9K +151 +7%
SCA
708
Snowden Capital Advisors
New York
$289K -$7.08K -67 -3%
WCM
709
Washburn Capital Management
Florida
$285K -$39.6K -375 -14%
SMA
710
Seven Mile Advisory
New Jersey
$276K +$243K +2,305 New
FA
711
FDx Advisors
Illinois
$275K +$244K +2,307 New
SMA
712
Sage Mountain Advisors
Georgia
$275K +$242K +2,293 New
FVWA
713
Foster Victor Wealth Advisors
South Carolina
$274K +$241K +2,286 New
WA
714
Waddell & Associates
Tennessee
$272K +$239K +2,265 New
PCM
715
Permanent Capital Management
Illinois
$271K +$238K +2,258 New
AGM
716
Alpine Global Management
New York
$269K +$237K +2,244 New
FMII
717
Farmers & Merchants Investments Inc
Nebraska
$268K
WS
718
Wedbush Securities
California
$268K +$236K +2,238 New
LI
719
LRI Investments
Florida
$265K +$56.8K +538 +32%
PWM
720
PBMares Wealth Management
Virginia
$264K
CIA
721
Caerus Investment Advisors
Texas
$263K +$232K +2,196 New
MIM
722
Martin Investment Management
Florida
$263K +$232K +2,195 New
MOS
723
MGO One Seven
Ohio
$263K +$231K +2,192 New
G
724
GenTrust
Florida
$262K +$231K +2,187 New
TW
725
Traveka Wealth
California
$261K +$230K +2,179 New