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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1301
Montecito Bank & Trust
California
$4.47M -$19.8K -189 -0.5%
WW
1302
Waterfront Wealth
Kansas
$4.43M +$12.6K +120 +0.3%
MVA
1303
Mount Vernon Associates
Maryland
$4.43M -$350K -3,350 -8%
AWA
1304
Arete Wealth Advisors
Illinois
$4.41M +$276K +2,637 +8%
KLWA
1305
Kelly Lawrence W & Associates
California
$4.4M
AWM
1306
Accurate Wealth Management
Florida
$4.4M -$71.3K -682 -2%
VF
1307
Virtu Financial
New York
$4.4M +$3.92M +37,442 New
PCP
1308
Proficio Capital Partners
Massachusetts
$4.39M +$3.91M +37,359 New
WLPWM
1309
Walled Lake Planning & Wealth Management
Illinois
$4.38M -$35.1K -336 -0.9%
YIH
1310
Y-Intercept (HK)
Hong Kong
$4.38M -$22.8M -218,123 -85%
QWM
1311
Quadcap Wealth Management
Texas
$4.38M +$79.4K +759 +2%
CI
1312
Cigna Investments
Connecticut
$4.38M -$73.3K -701 -2%
BSA
1313
Bull Street Advisors
Georgia
$4.38M +$10.5K +100 +0.3%
TAP
1314
Tounjian Advisory Partners
Florida
$4.37M -$290K -2,770 -7%
LFG
1315
Larson Financial Group
Missouri
$4.36M -$415K -3,968 -10%
JA
1316
JLB & Associates
Michigan
$4.35M +$25.4K +243 +0.7%
BCM
1317
Brasada Capital Management
Texas
$4.35M +$3.87M +37,016 New
AFP
1318
Ausdal Financial Partners
Iowa
$4.33M -$662K -6,334 -15%
LCM
1319
Legato Capital Management
California
$4.32M -$2.26M -21,593 -37%
MNBTD
1320
Moody National Bank Trust Division
Texas
$4.3M -$117K -1,118 -3%
T. Rowe Price Investment Management
1321
T. Rowe Price Investment Management
Maryland
$4.3M -$1.99M -19,007 -34%
FIA
1322
Foundations Investment Advisors
Arizona
$4.28M +$548K +5,242 +17%
EWA
1323
EverSource Wealth Advisors
Alabama
$4.28M -$480K -4,590 -11%
GWCM
1324
Godshalk Welsh Capital Management
Pennsylvania
$4.27M -$70.6K -675 -2%
SFCL
1325
Strengthening Families & Communities LLC
Massachusetts
$4.26M +$68.6K +656 +2%