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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
576
Integrated Advisors Network
Texas
$282K +$80.7K +714 +36%
SWM
577
Spire Wealth Management
Virginia
$281K -$98.1K -868 -24%
BCM
578
Brookstone Capital Management
Illinois
$279K +$13.9K +123 +5%
CHAM
579
Clear Harbor Asset Management
Connecticut
$278K +$11.1K +98 +4%
PPC
580
Park Place Capital
Alabama
$277K +$58.1K +514 +24%
OWA
581
One Wealth Advisors
California
$276K +$35.5K +314 +14%
VCM
582
Versant Capital Management
Arizona
$274K +$276K +2,438 +1,354%
CT
583
Caldwell Trust
Florida
$274K -$25.1K -222 -8%
FMII
584
Farmers & Merchants Investments Inc
Nebraska
$273K – – –
VWM
585
Venturi Wealth Management
Texas
$271K +$10.1K +89 +4%
SMH
586
Sanders Morris Harris
Texas
$269K +$33.9K +300 +13%
ZIG
587
Zuckerman Investment Group
Illinois
$268K – – –
BFA
588
Beaumont Financial Advisors
Massachusetts
$265K +$10.3K +91 +4%
PSP
589
Principal Street Partners
Tennessee
$265K +$14.9K +132 +6%
WIC
590
Wilkins Investment Counsel
Massachusetts
$262K -$125K -1,110 -31%
SFS
591
Sowell Financial Services
Arkansas
$262K +$282K +2,498 New
RCG
592
Regatta Capital Group
California
$261K +$7.46K +66 +3%
DG
593
DMC Group
Alabama
$260K +$67.4K +596 +32%
FVWA
594
Foster Victor Wealth Advisors
South Carolina
$259K +$49.6K +439 +23%
GWM
595
GSB Wealth Management
Connecticut
$259K -$751K -6,648 -73%
BFG
596
Beacon Financial Group
Texas
$259K -$518K -4,579 -65%
TAM
597
Tocqueville Asset Management
New York
$258K -$2.62M -23,190 -90%
S
598
SimplyRich
California
$257K -$190K -1,682 -41%
HCM
599
Howland Capital Management
Massachusetts
$256K -$33.9K -300 -11%
PWPS
600
Pinnacle Wealth Planning Services
Ohio
$256K +$8.59K +76 +3%