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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
801
Ironwood Investment Management
Massachusetts
$330K
RCS
802
Retirement Capital Strategies
California
$330K
IPW
803
Inlet Private Wealth
Florida
$330K +$313K +4,100 New
BAS
804
Brown Advisory Securities
Maryland
$325K -$216K -2,836 -41%
SXL
805
Summit X LLC
Missouri
$320K +$303K +3,977 New
TCB
806
Texas Capital Bancshares
Texas
$317K
PA
807
Probity Advisors
Texas
$316K -$61.9K -812 -17%
HAG
808
HighPoint Advisor Group
Illinois
$316K +$15.6K +204 +6%
BRWA
809
B. Riley Wealth Advisors
Florida
$316K +$299K +3,915 New
ECM
810
Element Capital Management
New York
$315K -$37.6K -493 -11%
RIM
811
Regent Investment Management
Kentucky
$314K -$58.3K -765 -16%
FAN
812
Financial Advisors Network
California
$314K +$49.8K +653 +18%
WIM
813
Wilen Investment Management
Florida
$312K -$7.63K -100 -3%
PK
814
Pflug Koory
Nebraska
$310K -$313K -4,100 -52%
CAN
815
Cetera Advisor Networks
California
$309K +$7.85K +103 +3%
FNBTCON
816
First National Bank & Trust Co of Newtown
Pennsylvania
$306K
SAA
817
Southeast Asset Advisors
Georgia
$306K
AIC
818
Archer Investment Corporation
Indiana
$306K +$61K +800 +27%
CFGS
819
Concourse Financial Group Securities
Alabama
$303K -$48.6K -637 -14%
CA
820
Capital Advantage
California
$302K
HPC
821
Hobart Private Capital
North Carolina
$300K +$284K +3,726 New
I
822
IberiaBank
Louisiana
$300K -$217K -2,843 -43%
LIM
823
Leavell Investment Management
Alabama
$299K
WP
824
WealthSource Partners
California
$299K +$283K +3,709 New
CDH
825
Charles D. Hyman
$299K +$283K +3,710 New