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Name Holding Trade Value Shares
Change
Change in
Stake
CW
401
CreativeOne Wealth
Kansas
$230K – – –
SBSB
402
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K – – –
Lido Advisors
403
Lido Advisors
California
$227K +$225K +4,106 New
MCM
404
Murphy Capital Management
New Jersey
$224K +$219 +4 +0.1%
AIM
405
Anchor Investment Management
South Carolina
$222K – – –
VWA
406
Visionary Wealth Advisors
Illinois
$222K -$20.6K -375 -9%
UCFA
407
United Capital Financial Advisors
Texas
$218K -$15.8K -288 -7%
TYCC
408
Texas Yale Capital Corp
Florida
$216K +$214K +3,892 New
Brown Advisory
409
Brown Advisory
Maryland
$214K +$211K +3,852 New
USGIU
410
U.S. Global Investors (USGI)
Texas
$211K -$148K -2,700 -42%
CWM
411
Cornerstone Wealth Management
Missouri
$208K +$205K +3,745 New
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$207K +$205K +3,735 New
TNB
413
TCF National Bank
South Dakota
$201K +$199K +3,621 New
CA
414
Capitolis Advisors
New York
$198K +$196K +3,567 New
AIP
415
Ameritas Investment Partners
Nebraska
$196K – – –
SFS
416
Sowell Financial Services
Arkansas
$184K -$7.68K -140 -4%
IAS
417
IMA Advisory Services
Colorado
$183K – – –
ICOM
418
Investment Counselors of Maryland
Maryland
$155K – – –
RAM
419
Riggs Asset Management
Pennsylvania
$155K +$154K +2,800 New
AAP
420
Arax Advisory Partners
Colorado
$148K -$19.9K -362 -12%
MCM
421
Manchester Capital Management
Vermont
$138K +$3.73K +68 +3%
PWA
422
Phoenix Wealth Advisors
North Carolina
$125K +$124K +2,254 New
HI
423
Hudock Inc
Pennsylvania
$121K +$20K +364 +20%
TCOV
424
Trust Company of Vermont
Vermont
$114K +$3.29K +60 +3%
ICA
425
Infrastructure Capital Advisors
New York
$111K +$1.1M +20,000 New