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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
601
Westover Capital Advisors
Delaware
$366K +$333K +2,067 New
TSWM
602
Triangle Securities Wealth Management
North Carolina
$366K -$4.03K -25 -1%
SCG
603
Sonata Capital Group
Washington
$364K
RBC
604
Romano Brothers & Co
Illinois
$360K
BWP
605
Barlow Wealth Partners
Kentucky
$360K
CAMG
606
CWA Asset Management Group
Florida
$357K +$44.3K +275 +16%
KWA
607
Kingswood Wealth Advisors
California
$356K
PTC
608
Private Trust Company
Ohio
$356K
FFM
609
Forum Financial Management
Illinois
$353K +$3.87K +24 +1%
HWA
610
Heritage Wealth Advisors
Virginia
$351K
Empower Advisory Group
611
Empower Advisory Group
Colorado
$350K +$17.1K +106 +6%
CFG
612
Citizens Financial Group
Rhode Island
$348K +$317K +1,967 New
SFA
613
Sequoia Financial Advisors
Ohio
$348K -$96.1K -597 -23%
SWM
614
Spire Wealth Management
Virginia
$348K -$6.03M -37,466 -95%
HI
615
Horizon Investments
North Carolina
$347K -$1.77K -11 -0.6%
KWM
616
Kingsview Wealth Management
Oregon
$346K +$3.38K +21 +1%
RIG
617
Renaissance Investment Group
Massachusetts
$346K
SPC
618
Stewart & Patten Company
California
$346K
SI
619
Stephens Inc
Arkansas
$345K +$14.3K +89 +5%
TPCW
620
TD Private Client Wealth
New York
$345K -$158K -979 -33%
TC
621
TownSquare Capital
Utah
$340K -$12.7K -79 -4%
SCA
622
Snowden Capital Advisors
New York
$339K -$3.38K -21 -1%
TPI
623
Trust Point Inc
Wisconsin
$337K
DAS
624
Dynamic Advisor Solutions
Arizona
$336K -$5.31K -33 -2%
CWM
625
Compass Wealth Management
Connecticut
$336K