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Name Holding Trade Value Shares
Change
Change in
Stake
BO
601
Bach Option
Hong Kong
$239K +$251K +8,528 New
DSC
602
Duncker Streett & Co
Missouri
$235K – – –
GWM
603
Geneos Wealth Management
Colorado
$230K +$34.3K +1,168 +17%
RIM
604
Regent Investment Management
Kentucky
$225K – – –
PCA
605
Peddock Capital Advisors
Massachusetts
$224K -$378K -12,853 -62%
Vanguard Capital Wealth Advisors
606
Vanguard Capital Wealth Advisors
Colorado
$224K – – –
BJL
607
Brighton Jones LLC
Washington
$221K +$3.62K +123 +2%
FIB
608
First Interstate Bank
Montana
$220K -$40.3K -1,369 -15%
ACI
609
Alpha Cubed Investments
California
$215K -$941 -32 -0.4%
FMWA
610
Forvis Mazars Wealth Advisors
Missouri
$211K -$145K -4,924 -40%
MC
611
Moors & Cabot
Massachusetts
$211K -$72K -2,450 -25%
WAM
612
Wealthspire Advisors (Maryland)
Maryland
$211K -$8.56K -291 -4%
UR
613
USCA RIA
Texas
$211K – – –
FWM
614
Fairhaven Wealth Management
Illinois
$209K +$219K +7,461 New
PFS
615
Prospera Financial Services
Texas
$208K -$5.5K -187 -2%
HVIA
616
Hudson Valley Investment Advisors
New York
$205K -$607K -20,628 -74%
BIA
617
Bigelow Investment Advisors
Maine
$204K +$11.8K +400 +6%
IP
618
Intellectus Partners
California
$193K -$1.15K -39 -0.6%
BP
619
Ballentine Partners
Massachusetts
$186K +$195K +6,626 New
OSNBOA
620
Old Second National Bank of Aurora
Illinois
$185K -$10.5K -358 -5%
PCM
621
Prelude Capital Management
New York
$185K +$194K +6,580 New
HCC
622
Hirtle Callaghan & Co
Pennsylvania
$180K – – –
GRP
623
Global Retirement Partners
California
$161K -$3.56K -121 -2%
AIM
624
Anchor Investment Management
South Carolina
$159K -$115K -3,910 -41%
FMLI
625
Fukoku Mutual Life Insurance
Japan
$157K – – –