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Name Holding Trade Value Shares
Change
Change in
Stake
HPM
301
Hudson Portfolio Management
New York
$789K
EBT
302
Enterprise Bank & Trust
Massachusetts
$776K +$10.8K +301 +1%
BL
303
Balentine LLC
Georgia
$775K -$69.7K -1,944 -8%
KPWS
304
Kestra Private Wealth Services
Texas
$772K +$87.3K +2,433 +13%
TWD
305
True Wealth Design
Ohio
$763K +$767K +21,372 +57,762%
CCG
306
Cloverfields Capital Group
Minnesota
$756K +$408K +11,367 +115%
GAA
307
Green Alpha Advisors
Colorado
$752K +$97.7K +2,723 +15%
KWA
308
KCS Wealth Advisory
California
$751K +$30.9K +862 +4%
WS
309
Wedbush Securities
California
$747K -$14.8K -413 -2%
AF
310
Advisornet Financial
Minnesota
$746K -$13.3K -370 -2%
PI
311
PFG Investments
New York
$743K +$38.6K +1,077 +5%
Kayne Anderson Rudnick Investment Management
312
Kayne Anderson Rudnick Investment Management
California
$741K +$19.2K +535 +3%
IBOK
313
Independence Bank of Kentucky
Kentucky
$730K -$79.7K -2,223 -10%
FCCM
314
First City Capital Management
Georgia
$721K -$160K -4,460 -18%
BP
315
Ballentine Partners
Massachusetts
$710K +$182K +5,072 +34%
OFG
316
OmniStar Financial Group
North Carolina
$710K -$44.3K -1,235 -6%
BIA
317
Barry Investment Advisors
Massachusetts
$710K -$26.2K -731 -4%
IWC
318
Integrated Wealth Concepts
Massachusetts
$706K -$88.6K -2,471 -11%
IRC
319
Investors Research Corp
Georgia
$695K +$251K +7,004 +56%
IA
320
IFG Advisory
Georgia
$692K +$56K +1,561 +9%
MNBTD
321
Moody National Bank Trust Division
Texas
$687K +$13.6K +380 +2%
LB
322
Leo Brokerage
Texas
$681K +$73.4K +2,046 +12%
TWC
323
TD Waterhouse Canada
Ontario, Canada
$681K +$54.6K +1,522 +9%
SWP
324
Stratos Wealth Partners
Ohio
$674K +$170K +4,752 +34%
RIL
325
Rothschild Investment LLC
Illinois
$674K +$35.3K +983 +5%