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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$276K +$253K +6,174 New
MC
477
Moors & Cabot
Massachusetts
$275K
SPC
478
Sigma Planning Corp
Michigan
$271K +$248K +6,057 New
GIA
479
Gladstone Institutional Advisory
Florida
$267K +$245K +5,970 New
BFIM
480
Beese Fulmer Investment Management
Ohio
$263K +$241K +5,876 New
DWT
481
Dorsey & Whitney Trust
South Dakota
$262K +$240K +5,854 New
GC
482
Grimes & Company
Massachusetts
$262K +$240K +5,858 New
EI
483
Ethic Inc
New York
$261K +$240K +5,850 New
GH
484
GAM Holding
Switzerland
$258K -$112K -2,725 -32%
PCMC
485
Private Capital Management (Colorado)
Colorado
$258K
SFS
486
Sowell Financial Services
Arkansas
$256K +$24.7K +602 +13%
GW
487
GW & Wade
Massachusetts
$256K +$234K +5,720 New
GAMA
488
Graticule Asia Macro Advisors
New York
$256K +$234K +5,722 New
RGC
489
Roberts, Glore & Co
Illinois
$255K -$14.1K -343 -6%
MML Investors Services
490
MML Investors Services
Massachusetts
$254K -$61K -1,488 -21%
VVP
491
Venture Visionary Partners
Ohio
$251K +$231K +5,637 New
T
492
TRUADVICE
Florida
$250K +$202K +4,931 New
DILIC
493
Dai-ichi Life Insurance Company
Japan
$247K
GWM
494
Geneos Wealth Management
Colorado
$243K +$246 +6 +0.1%
SBSB
495
Sullivan, Bruyette, Speros & Blaney
Virginia
$241K
MCM
496
Mainstay Capital Management
Michigan
$241K +$221K +5,384 New
BAM
497
Blueshift Asset Management
New Jersey
$238K -$1.47M -35,956 -87%
TSS
498
Two Sigma Securities
New York
$237K +$218K +5,313 New
APA
499
American Portfolios Advisors
New York
$235K -$48.5K -1,184 -18%
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$234K