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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
451
Realta Investment Advisors
Delaware
$350K -$78.5K -1,708 -18%
LNB
452
Ledyard National Bank
$349K -$3.67K -80 -1%
MPPW
453
Mitchell & Pahl Private Wealth
Oklahoma
$349K +$349K +7,590 New
Nomura Holdings
454
Nomura Holdings
Japan
$348K -$375K -8,166 -52%
SFS
455
Sowell Financial Services
Arkansas
$348K +$1.75K +38 +0.5%
BIM
456
Baldwin Investment Management
Pennsylvania
$346K -$296K -6,440 -46%
SCM
457
Southport Capital Management
Tennessee
$346K -$28.4K -619 -8%
SWMP
458
Signature Wealth Management Partners
New Jersey
$345K +$345K +7,506 New
ASN
459
Advisory Services Network
Georgia
$344K +$10.1K +219 +3%
BCM
460
Brookstone Capital Management
Illinois
$343K +$46.4K +1,011 +16%
CIA
461
Cohen Investment Advisors
New Hampshire
$343K +$342K +7,451 New
Vanguard Personalized Indexing Management
462
Vanguard Personalized Indexing Management
California
$341K -$92.9K -2,023 -21%
FWM
463
Foresight Wealth Management
Utah
$340K +$339K +7,384 New
NERM
464
New England Research & Management
Illinois
$339K -$68K -1,480 -17%
NSB
465
Norway Savings Bank
Maine
$339K -$3.67K -80 -1%
CWM
466
Centric Wealth Management
Illinois
$338K +$145K +3,157 +75%
SMC
467
Smith, Moore & Co
Missouri
$337K -$91.2K -1,986 -21%
CA
468
Calton & Associates
Florida
$337K -$50.6K -1,101 -13%
JWM
469
Jeppson Wealth Management
California
$336K +$283K +6,159 +540%
HIMCH
470
Hartford Investment Management Co (HIMCO)
Connecticut
$335K
CAM
471
Cresset Asset Management
Illinois
$333K -$108K -2,354 -25%
ISB
472
Iowa State Bank
Iowa
$333K -$72.4K -1,576 -18%
KFGK
473
Keystone Financial Group (Kentucky)
Kentucky
$332K +$9.65K +210 +3%
EM
474
Excalibur Management
Massachusetts
$332K +$23.4K +510 +8%
LNC
475
Lincoln National Corp
Pennsylvania
$330K -$132K -2,875 -29%