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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
451
Salient Private Client
Texas
$393K +$375K +8,052 New
HP
452
Holowesko Partners
Bahamas
$391K – – –
APP
453
Avantax Planning Partners
Iowa
$389K +$9.78K +210 +3%
HFS
454
Haverford Financial Services
Pennsylvania
$384K -$33.2K -712 -8%
OCG
455
Opus Capital Group
Ohio
$384K +$366K +7,864 New
HCM
456
Hodges Capital Management
Texas
$383K +$365K +7,840 New
BFA
457
Bragg Financial Advisors
North Carolina
$382K – – –
GC
458
Grace Capital
Massachusetts
$376K +$357K +7,656 New
BTNA
459
Bremer Trust National Association
Minnesota
$374K +$49.1K +1,055 +16%
IP
460
Investment Partners
Ohio
$369K +$2.52K +54 +0.7%
WJA
461
Williams Jones & Associates
New York
$367K – – –
WIA
462
Wealthstreet Investment Advisors
Texas
$367K +$17K +364 +5%
RA
463
Rational Advisors
New York
$365K -$2.08M -44,720 -86%
VCM
464
Vigilant Capital Management
Maine
$365K – – –
AP
465
Advisor Partners
California
$358K +$341K +7,329 New
SRC
466
Shufro Rose & Co
New York
$351K – – –
CC
467
Courier Capital
New York
$351K +$19K +409 +6%
IWM
468
IHT Wealth Management
Illinois
$349K -$51.5K -1,105 -13%
LNC
469
Lincoln National Corp
Pennsylvania
$345K -$152K -3,260 -32%
ACM
470
Aviance Capital Management
Florida
$345K +$4.14K +89 +1%
OFG
471
OmniStar Financial Group
North Carolina
$335K +$37.1K +797 +13%
CWM
472
Cornerstone Wealth Management
Missouri
$333K -$92.2K -1,980 -22%
WAM
473
Wealthspire Advisors (Maryland)
Maryland
$332K -$32.1K -689 -9%
CPA
474
Court Place Advisors
Maryland
$331K +$7.45K +160 +2%
RI
475
Ridgewood Investments
New Jersey
$331K +$24.6K +528 +8%