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Name Holding Trade Value Shares
Change
Change in
Stake
CQS
501
Credential Qtrade Securities
$314K -$13.3K -375 -4%
FFA
502
Founders Financial Alliance
North Carolina
$312K -$24.1K -679 -7%
ICG
503
InterOcean Capital Group
Tennessee
$311K – – –
IAN
504
Integrated Advisors Network
Texas
$309K -$35 -1 -0%
BBVA
505
Banco Bilbao Vizcaya Argentaria
Spain
$307K -$13.6K -382 -4%
NB
506
NBT Bank
New York
$307K +$1.85K +52 +0.6%
PWM
507
Perigon Wealth Management
California
$306K -$11K -310 -4%
BGC
508
Beutel, Goodman & Co
Ontario, Canada
$305K +$710 +20 +0.2%
CIAS
509
Capital Investment Advisory Services
North Carolina
$300K +$30.9K +870 +12%
MCA
510
MSH Capital Advisors
Arizona
$300K – – –
VAM
511
Verity Asset Management
North Carolina
$300K +$294K +8,283 New
CF
512
Cantor Fitzgerald
New York
$300K -$4.16M -117,207 -93%
BBHC
513
Brown Brothers Harriman & Co
New York
$298K -$14.2K -401 -5%
PWPS
514
Pinnacle Wealth Planning Services
Ohio
$295K +$78.7K +2,218 +37%
CF
515
Centaurus Financial
California
$295K +$40K +1,127 +16%
BFM
516
Boston Financial Management
Massachusetts
$294K -$88.7K -2,500 -24%
SS
517
Sunbelt Securities
Texas
$294K -$72K -2,029 -20%
KA
518
Kovack Advisors
Florida
$292K -$116K -3,257 -29%
MW
519
Marcum Wealth
Ohio
$292K +$286K +8,058 New
DSN
520
D. Scott Neal
Kentucky
$290K – – –
LW
521
Lauer Wealth
Indiana
$290K -$28.9K -815 -9%
CFO
522
CVA Family Office
Colorado
$290K -$7.17K -202 -2%
DFG
523
Delta Financial Group
New Jersey
$290K – – –
PPC
524
Park Place Capital
Alabama
$289K +$2.38K +67 +0.8%
CGL
525
Clarius Group LLC
Washington
$285K -$19.9K -561 -7%