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Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Calton & Associates
Florida
$536K -$24.4K -474 -5%
WPW
402
Winthrop Partners - WNY
New York
$532K -$7.77K -151 -1%
FIM
403
Frontier Investment Management
Texas
$527K +$183K +3,557 +56%
HR
404
Howe & Rusling
New York
$522K +$8.23K +160 +2%
PFSC
405
Peoples Financial Services Corp
Pennsylvania
$519K -$5.66K -110 -1%
BRWM
406
B. Riley Wealth Management
Tennessee
$517K -$17.3K -336 -3%
MCIA
407
Mountain Capital Investment Advisors
Colorado
$515K +$12.6K +245 +3%
GF
408
Gabelli Funds
New York
$506K -$123K -2,400 -20%
CCM
409
Crossvault Capital Management
Texas
$505K +$25.2K +490 +5%
BA
410
Ballew Advisors
Mississippi
$503K
LWAC
411
Laurel Wealth Advisors (California)
California
$502K +$123K +2,393 +34%
BDS
412
Banco de Sabadell
Florida
$498K -$10.2K -199 -2%
IAA
413
Independent Advisor Alliance
North Carolina
$491K -$34.2K -665 -7%
TAM
414
Trillium Asset Management
Massachusetts
$491K -$720 -14 -0.2%
SDAM
415
Shulman DeMeo Asset Management
New York
$490K +$1.24K +24 +0.3%
IWP
416
Icon Wealth Partners
Texas
$487K -$19.3K -376 -4%
BG
417
Bahl & Gaynor
Ohio
$487K
S
418
SignatureFD
Georgia
$483K +$80.4K +1,562 +21%
NERM
419
New England Research & Management
Illinois
$482K -$16.5K -320 -3%
CHJWM
420
Carlton Hofferkamp & Jenks Wealth Management
Texas
$476K -$8.23K -160 -2%
TCPWM
421
Traverso Chambers Private Wealth Management
California
$475K +$11.5K +223 +3%
FNBOO
422
First National Bank of Omaha
Nebraska
$475K +$15.4K +300 +3%
MIP
423
Marietta Investment Partners
Wisconsin
$474K
Squarepoint
424
Squarepoint
New York
$472K -$1.53M -29,697 -77%
IWC
425
Integrated Wealth Concepts
Massachusetts
$471K +$223K +4,327 +96%