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Name Holding Trade Value Shares
Change
Change in
Stake
WAC
426
William Allan Corp
Colorado
$311K – – –
TMAM
427
Tokio Marine Asset Management
Japan
$310K +$73.8K +1,228 +33%
TAM
428
Tocqueville Asset Management
New York
$308K – – –
AAS
429
Avantax Advisory Services
Texas
$303K -$57.5K -957 -17%
MIA
430
MainStreet Investment Advisors
Illinois
$303K +$4.14K +69 +1%
Capstone Investment Advisors
431
Capstone Investment Advisors
New York
$300K +$90.7K +1,510 +46%
MGP
432
Metis Global Partners
California
$300K +$81.1K +1,350 +40%
BDF
433
Black Diamond Financial
Maryland
$298K – – –
Credit Agricole
434
Credit Agricole
France
$295K +$102K +1,700 +57%
TCWM
435
Total Clarity Wealth Management
Illinois
$293K +$280K +4,659 New
LWAC
436
Laurel Wealth Advisors (California)
California
$292K +$9.01K +150 +3%
CTC
437
Central Trust Company
Missouri
$291K -$50K -833 -15%
GVAG
438
Great Valley Advisor Group
Delaware
$291K +$19K +316 +7%
RFM
439
Royal Fund Management
Florida
$290K +$300 +5 +0.1%
IWM
440
Iams Wealth Management
Nebraska
$289K +$276K +4,598 New
IWM
441
Integris Wealth Management
California
$288K +$274K +4,570 New
JIC
442
Johnson Investment Counsel
Ohio
$281K -$4.56K -76 -2%
API
443
Advisor Partners II
California
$281K +$23.1K +384 +9%
CCA
444
Checchi Capital Advisers
California
$269K +$29.6K +493 +13%
CA
445
Calton & Associates
Florida
$267K -$420 -7 -0.2%
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$267K +$1.5K +25 +0.6%
SS
447
Sound Stewardship
Kansas
$266K +$254K +4,226 New
CAAS
448
Capital Asset Advisory Services
Michigan
$266K -$131K -2,181 -35%
OAP
449
One Advisory Partners
Kansas
$261K – – –
EW
450
Evoke Wealth
California
$261K +$1.14K +19 +0.5%