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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
676
SOL Capital Management
Maryland
$266K
ANTB
677
AMG National Trust Bank
Colorado
$266K +$267K +1,379 New
VHAM
678
Van Hulzen Asset Management
California
$265K
ATPW
679
Ashton Thomas Private Wealth
Arizona
$264K +$265K +1,367 New
DAS
680
Dynamic Advisor Solutions
Arizona
$261K +$24K +124 +10%
Vontobel Holding
681
Vontobel Holding
Switzerland
$260K
MWM
682
Modera Wealth Management
New Jersey
$259K +$260K +1,341 New
TCB
683
Texas Capital Bancshares
Texas
$258K -$775 -4 -0.3%
PP
684
Pegasus Partners
Wisconsin
$257K -$43.6K -225 -14%
SMH
685
Sanders Morris Harris
Texas
$256K
CWA
686
Centennial Wealth Advisory
Michigan
$255K
SWM
687
SeaCrest Wealth Management
New York
$254K -$5.81K -30 -2%
HIA
688
Harbor Investment Advisory
Maryland
$254K
LWP
689
Legacy Wealth Planning
Nevada
$254K
BL
690
Balentine LLC
Georgia
$253K -$36.6K -189 -13%
BU
691
BBVA USA
Alabama
$252K -$157K -812 -38%
HIC
692
Harvey Investment Company
Kentucky
$252K
PL
693
Parthenon LLC
Kentucky
$251K
PAS
694
Professional Advisory Services
Florida
$251K
SRC
695
Shufro Rose & Co
New York
$251K
BWA
696
Burt Wealth Advisors
Maryland
$250K
AIM
697
Anchor Investment Management
South Carolina
$250K +$14.5K +75 +6%
OL
698
Optas LLC
Texas
$249K -$53.7K -277 -18%
DJSG
699
D.J. St. Germain
Massachusetts
$248K -$31.4K -162 -11%
FAIM
700
Financial Advocates Investment Management
Washington
$246K -$1.55K -8 -0.6%