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Name Holding Trade Value Shares
Change
Change in
Stake
ICOA
676
Investment Centers of America
North Dakota
$348K +$137K +4,526 +58%
BFG
677
Beacon Financial Group
Texas
$346K -$134K -4,404 -26%
MAM
678
Martingale Asset Management
Massachusetts
$344K +$369K +12,155 New
RJT
679
Raymond James Trust
Florida
$341K +$15.5K +510 +4%
BO
680
Bach Option
Hong Kong
$338K +$363K +11,958 New
GCA
681
Gideon Capital Advisors
New York
$336K +$149K +4,904 +71%
WA
682
WealthTrust Axiom
Pennsylvania
$336K +$361K +11,890 New
RIM
683
Regent Investment Management
Kentucky
$335K – – –
BIM
684
Bridges Investment Management
Nebraska
$333K -$58.4K -1,925 -14%
CCA
685
Checchi Capital Advisers
California
$333K -$20.2K -664 -5%
EFS
686
Essex Financial Services
Connecticut
$332K +$9.77K +322 +3%
SCM
687
Silver Capital Management
New York
$329K -$5.77K -190 -2%
BAM
688
Burnham Asset Management
New York
$320K – – –
ICM
689
IMS Capital Management
Oregon
$316K – – –
BA
690
Birinyi Associates
Connecticut
$313K -$197K -6,500 -37%
AC
691
Allstate Corporation
Illinois
$311K +$333K +10,983 New
OWP
692
Obermeyer Wealth Partners
Colorado
$309K -$43.1M -1,421,247 -99%
DAC
693
Dividend Assets Capital
South Carolina
$308K -$9.56K -315 -3%
EP
694
Elkhorn Partners
Nebraska
$308K – – –
CTC
695
Central Trust Company
Missouri
$304K -$1.24M -40,769 -79%
KFA
696
Kelleher Financial Advisors
New York
$300K -$406K -13,365 -56%
GWM
697
Geneos Wealth Management
Colorado
$300K +$71.4K +2,352 +29%
WAM
698
Wealthspire Advisors (Maryland)
Maryland
$296K -$36.1K -1,189 -10%
Toronto Dominion Bank
699
Toronto Dominion Bank
Ontario, Canada
$291K -$85.9K -2,829 -22%
SS
700
Simplicity Solutions
Minnesota
$290K +$89.2K +2,937 +40%