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Name Holding Trade Value Shares
Change
Change in
Stake
CCB
801
Cutter & Co Brokerage
Missouri
$458K +$19.1K +360 +5%
OPA
802
Old Port Advisors
Maine
$455K +$18.9K +355 +5%
CIA
803
Capital Investment Advisors
Georgia
$454K +$28.4K +534 +7%
LB
804
Leo Brokerage
Texas
$446K +$106 +2 +0%
ACI
805
Alpha Cubed Investments
California
$444K -$1.38M -26,071 -77%
WWM
806
Western Wealth Management
Colorado
$444K +$31.3K +589 +8%
IA
807
Insight Advisors
Pennsylvania
$443K +$411K +7,745 New
ANRIA
808
American National Registered Investment Advisor
Texas
$439K
PFA
809
Pinnacle Family Advisors
Missouri
$439K +$59.3K +1,116 +17%
TIA
810
Tiemann Investment Advisors
California
$439K +$90.8K +1,710 +29%
EWM
811
Evermay Wealth Management
Virginia
$435K +$3.45K +65 +0.9%
SM
812
SG3 Management
Puerto Rico
$431K +$398K +7,500 New
PG
813
Pendal Group
Australia
$428K -$455K -8,574 -54%
LPIC
814
LeJeune Puetz Investment Counsel
Michigan
$427K
CGL
815
Clarius Group LLC
Washington
$425K +$16.6K +312 +4%
NCM
816
Novare Capital Management
North Carolina
$425K +$393K +7,395 New
EW
817
Evoke Wealth
California
$422K +$10.6K +200 +3%
RIG
818
Roosevelt Investment Group
New York
$422K +$47K +885 +14%
PCM
819
Princeton Capital Management
New Jersey
$420K +$43.9K +826 +13%
CW
820
CreativeOne Wealth
Kansas
$419K +$387K +7,291 New
HCP
821
Hexagon Capital Partners
Arkansas
$418K -$1.33K -25 -0.3%
WI
822
Wintrust Investments
Illinois
$415K +$3.98K +75 +1%
EWA
823
Exencial Wealth Advisors
Oklahoma
$415K +$10.8K +204 +3%
MYLI
824
Meiji Yasuda Life Insurance
Japan
$412K -$87.6K -1,650 -19%
FFA
825
First Foundation Advisors
California
$411K -$34.4K -647 -8%