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Name Holding Trade Value Shares
Change
Change in
Stake
WA1
526
Wimmer Associates 1
California
$552K -$19.2K -130 -3%
SCI
527
Stableford Capital II
Arizona
$551K +$13.6K +92 +2%
LFAS
528
Level Four Advisory Services
Texas
$550K -$227K -1,534 -29%
KSWA
529
Kathleen S. Wright Associates
Pennsylvania
$541K
BC
530
Bridgefront Capital
Texas
$541K +$293K +1,986 +115%
QCG
531
Quadrant Capital Group
Ohio
$540K +$36.9K +250 +7%
AF
532
Affiance Financial
Minnesota
$539K
WA
533
Wealth Alliance
New York
$535K -$127K -857 -19%
RSWM
534
Robertson Stephens Wealth Management
California
$532K -$75.9K -514 -12%
TYCC
535
Texas Yale Capital Corp
Florida
$532K
AA
536
Auxano Advisors
Washington
$531K +$538K +3,644 New
9WM
537
9258 Wealth Management
Ohio
$529K +$36.2K +245 +7%
CCM
538
Coldstream Capital Management
Washington
$528K +$535K +3,626 New
PS
539
Principal Securities
Iowa
$526K +$533K +3,608 New
WSTAM
540
Wilbanks Smith & Thomas Asset Management
Virginia
$525K -$30.7K -208 -5%
TSS
541
Two Sigma Securities
New York
$515K +$208K +1,407 +66%
IB
542
Intrust Bank
Kansas
$512K +$81.8K +554 +19%
DWM
543
Drive Wealth Management
Utah
$510K +$517K +3,501 New
EFS
544
Essex Financial Services
Connecticut
$503K -$97.2K -658 -16%
SIG
545
Stonegate Investment Group
Alabama
$503K -$737K -4,993 -59%
FNT
546
First Nebraska Trust
Nebraska
$502K
EI
547
Ellevest Inc
New York
$498K -$141K -957 -22%
GT
548
Glenview Trust
Kentucky
$497K -$55.2K -374 -10%
LMKC
549
L.M. Kohn & Company
Ohio
$497K -$18.2K -123 -3%
DI
550
DFPG Investments
Utah
$496K +$9.74K +66 +2%