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Name Holding Trade Value Shares
Change
Change in
Stake
IC
601
Intersect Capital
California
$268K +$35.5K +653 +15%
GLA
602
Good Life Advisors
Pennsylvania
$266K +$8.26K +152 +3%
IAP
603
Indie Asset Partners
Indiana
$266K +$19.6K +360 +8%
WMA
604
Wealth Management Associates
New Jersey
$265K +$2.55K +47 +1%
CQS
605
Credential Qtrade Securities
$265K -$994K -18,300 -79%
H
606
HoyleCohen
California
$264K +$54 +1 +0%
FNBT
607
FineMark National Bank & Trust
Florida
$263K
EA
608
Eudaimonia Advisors
Tennessee
$262K -$10.7K -197 -4%
CGL
609
Clarius Group LLC
Washington
$262K
EHWM
610
Eads & Heald Wealth Management
Georgia
$259K -$380 -7 -0.1%
CWS
611
Confluence Wealth Services
Pennsylvania
$259K +$258K +4,759 New
BCM
612
Bluefin Capital Management
New York
$257K -$143K -2,640 -36%
FPS
613
Fieldpoint Private Securities
Connecticut
$257K -$7.39K -136 -3%
9WM
614
9258 Wealth Management
Ohio
$257K +$597 +11 +0.2%
AUB
615
Atlantic Union Bankshares
Virginia
$257K +$257K +4,724 New
SIC
616
Salem Investment Counselors
North Carolina
$256K
TCBWMS
617
Texas Capital Bank Wealth Management Services
Texas
$256K +$255K +4,695 New
MGIA
618
Moneta Group Investment Advisors
Missouri
$256K +$255K +4,702 New
TCA
619
Transcend Capital Advisors
New Jersey
$255K +$16.1K +296 +7%
AB
620
Atlas Brown
Kentucky
$254K
CBT
621
CoreFirst Bank & Trust
Kansas
$254K
IP
622
Investment Partners
Ohio
$253K -$8.96K -165 -3%
HW
623
Hancock Whitney
Mississippi
$253K +$19K +350 +8%
TYCC
624
Texas Yale Capital Corp
Florida
$252K +$20.4K +376 +9%
VWA
625
Visionary Wealth Advisors
Illinois
$249K -$9.51K -175 -4%