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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2576
Sequent Asset Management
Texas
$331K -$53.7K -940 -15%
AFA
2577
American Financial Advisors
Georgia
$330K +$628 +11 +0.2%
SEP
2578
Southland Equity Partners
Missouri
$330K -$40K -700 -12%
FIA
2579
Foundations Investment Advisors
Arizona
$329K +$50.5K +884 +20%
BWA
2580
Burt Wealth Advisors
Maryland
$328K
MAWCM
2581
Mine & Arao Wealth Creation & Management
California
$328K
MAM
2582
McLean Asset Management
Virginia
$327K -$14.7K -257 -5%
RCG
2583
Regatta Capital Group
California
$327K +$295K +5,158 New
LWA
2584
Lenox Wealth Advisors
New York
$326K +$343 +6 +0.1%
MTIC
2585
Missouri Trust & Investment Company
Missouri
$326K +$294K +5,150 New
SWK
2586
Stephen W. Kidder
$325K -$319K -5,575 -52%
LNWTC
2587
Laird Norton Wetherby Trust Company
Washington
$325K -$51.2K -896 -15%
HCM
2588
Hollencrest Capital Management
California
$322K -$49.5K -866 -15%
FOA
2589
Five Oceans Advisors
California
$322K +$34.2K +599 +13%
MAG
2590
MRA Advisory Group
New Jersey
$321K -$14.9K -260 -5%
FBC
2591
Fairfield, Bush & Co
Connecticut
$320K -$1.52M -26,580 -84%
IAG
2592
Investment Advisory Group
Massachusetts
$320K +$333K +5,823 New
MC
2593
Middleton & Co
Massachusetts
$319K -$13.8K -241 -5%
TGAM
2594
TBH Global Asset Management
Tennessee
$318K +$6.91K +121 +2%
CWM
2595
Connecticut Wealth Management
Connecticut
$318K +$17.3K +302 +6%
EBA
2596
Eagle Bay Advisors
New York
$317K -$178K -3,118 -38%
FWM
2597
FFT Wealth Management
Pennsylvania
$317K -$109K -1,908 -28%
MCM
2598
Marathon Capital Management
Maryland
$317K -$85.8K -1,501 -23%
SA
2599
SRH Advisors
Kansas
$317K
CWM
2600
Curi Wealth Management
North Carolina
$317K +$28.6K +500 +11%