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Name Holding Trade Value Shares
Change
Change in
Stake
HF
151
HRT Financial
New York
$370K -$57.8K -6,770 -13%
NHC
152
Nicholas Hoffman & Company
Georgia
$370K -$5.12K -600 -1%
GFS
153
GYL Financial Synergies
Connecticut
$370K +$155K +18,179 +70%
ISL
154
Ingalls & Snyder LLC
New York
$368K +$18.6K +2,175 +5%
BTWM
155
Baker Tilly Wealth Management
Wisconsin
$359K -$2.06K -241 -0.6%
TNB
156
Thomasville National Bank
Georgia
$354K -$15.1K -1,771 -4%
AWM
157
AE Wealth Management
Kansas
$351K -$263K -30,775 -42%
HTC
158
Haverford Trust Company
Pennsylvania
$349K -$218K -25,516 -38%
AAM
159
Advisors Asset Management
Colorado
$344K -$271K -31,711 -44%
OC
160
Oppenheimer & Co
New York
$341K -$29.5K -3,455 -8%
GWM
161
Greenwich Wealth Management
Connecticut
$338K
MOS
162
MGO One Seven
Ohio
$333K +$13.6K +1,594 +4%
CCMINC
163
Cardinal Capital Management Inc (North Carolina)
North Carolina
$331K +$1.31K +153 +0.4%
DI
164
DFPG Investments
Utah
$329K +$22.8K +2,668 +8%
IWC
165
Integrated Wealth Concepts
Massachusetts
$327K -$50.8K -5,951 -13%
KAS
166
Kestra Advisory Services
Texas
$323K +$25.7K +3,015 +8%
AAS
167
Avantax Advisory Services
Texas
$315K +$28.4K +3,333 +10%
CCC
168
Chelsea Counsel Company
California
$308K
AGC
169
Aspen Grove Capital
Colorado
$307K +$56.4K +6,608 +22%
SFS
170
Sowell Financial Services
Arkansas
$297K +$302K +35,427 New
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$290K -$17.5K -2,054 -6%
Charles Schwab
172
Charles Schwab
California
$287K +$119K +13,898 +68%
SFA
173
Sequoia Financial Advisors
Ohio
$279K +$18.3K +2,139 +7%
Brown Advisory
174
Brown Advisory
Maryland
$277K -$17.2K -2,014 -6%
WA
175
Wealth Alliance
New York
$268K +$1.63K +191 +0.6%