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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
401
J.W. Burns & Co
New York
$524K -$213K -4,578 -30%
BHC
402
Bowen Hanes & Co
Florida
$523K
SC
403
Slow Capital
California
$513K -$257K -5,528 -35%
GT
404
Greenleaf Trust
Michigan
$513K +$75.9K +1,630 +18%
GF
405
Gabelli Funds
New York
$508K
KAM
406
Kazazian Asset Management
Florida
$508K
WB
407
WesBanco Bank
West Virginia
$508K +$18.6K +400 +4%
SW
408
SVB Wealth
Massachusetts
$504K -$231K -4,960 -32%
EP
409
Elkfork Partners
Oregon
$501K
SSG
410
Summit Securities Group
New York
$500K +$477K +10,240 New
FANJ
411
Financial Architects (New Jersey)
New Jersey
$489K +$120K +2,579 +35%
SGA
412
Strategic Global Advisors
California
$486K +$9.04K +194 +2%
HSA
413
HBK Sorce Advisory
Pennsylvania
$480K -$1.07K -23 -0.2%
BP
414
Ballentine Partners
Massachusetts
$479K +$52.2K +1,121 +13%
MCP
415
Mirador Capital Partners
California
$476K +$176K +3,773 +66%
IWP
416
Icon Wealth Partners
Texas
$475K +$32.5K +697 +8%
MCM
417
McKinley Capital Management
Alaska
$470K -$64.4K -1,383 -13%
BA
418
Ballew Advisors
Mississippi
$469K
WSC
419
Wellington Shields & Co
New York
$465K +$179K +3,840 +68%
IAA
420
Independent Advisor Alliance
North Carolina
$464K +$43.8K +941 +11%
FFA
421
First Foundation Advisors
California
$454K -$14.4K -309 -3%
PVWM
422
Point View Wealth Management
New Jersey
$453K +$16.1K +345 +4%
BFM
423
Boston Financial Management
Massachusetts
$451K
APA
424
American Portfolios Advisors
New York
$450K +$107K +2,304 +33%
FLI
425
Family Legacy Inc
South Carolina
$448K