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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
601
Washington Capital Management
Washington
$271K -$10.9K -200 -4%
BRWM
602
B. Riley Wealth Management
Tennessee
$271K +$978 +18 +0.4%
IC
603
Intersect Capital
California
$268K +$35.5K +653 +15%
GLA
604
Good Life Advisors
Pennsylvania
$266K +$8.26K +152 +3%
IAP
605
Indie Asset Partners
Indiana
$266K +$19.6K +360 +8%
WMA
606
Wealth Management Associates
New Jersey
$265K +$2.55K +47 +1%
CQS
607
Credential Qtrade Securities
$265K -$994K -18,300 -79%
H
608
HoyleCohen
California
$264K +$54 +1 +0%
FNBT
609
FineMark National Bank & Trust
Florida
$263K – – –
EA
610
Eudaimonia Advisors
Tennessee
$262K -$10.7K -197 -4%
CGL
611
Clarius Group LLC
Washington
$262K – – –
EHWM
612
Eads & Heald Wealth Management
Georgia
$259K -$380 -7 -0.1%
CWS
613
Confluence Wealth Services
Pennsylvania
$259K +$258K +4,759 New
BCM
614
Bluefin Capital Management
New York
$257K -$143K -2,640 -36%
FPS
615
Fieldpoint Private Securities
Connecticut
$257K -$7.39K -136 -3%
9WM
616
9258 Wealth Management
Ohio
$257K +$597 +11 +0.2%
AUB
617
Atlantic Union Bankshares
Virginia
$257K +$257K +4,724 New
SIC
618
Salem Investment Counselors
North Carolina
$256K – – –
TCBWMS
619
Texas Capital Bank Wealth Management Services
Texas
$256K +$255K +4,695 New
MGIA
620
Moneta Group Investment Advisors
Missouri
$256K +$255K +4,702 New
TCA
621
Transcend Capital Advisors
New Jersey
$255K +$16.1K +296 +7%
AB
622
Atlas Brown
Kentucky
$254K – – –
CBT
623
CoreFirst Bank & Trust
Kansas
$254K – – –
IP
624
Investment Partners
Ohio
$253K -$8.96K -165 -3%
HW
625
Hancock Whitney
Mississippi
$253K +$19K +350 +8%