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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Dynasty Wealth Management
Florida
$674K -$163K -15,709 -19%
M&T Bank
177
M&T Bank
New York
$665K -$148K -14,266 -18%
S
178
SimplyRich
California
$658K -$6.12K -588 -0.9%
AG
179
Ascent Group
Virginia
$645K -$10.8K -1,040 -2%
ATC
180
Argent Trust Co
Tennessee
$643K +$92.7K +8,912 +16%
CCIA
181
Campbell & Co Investment Adviser
Maryland
$643K +$669K +64,274 New
AllianceBernstein
182
AllianceBernstein
Tennessee
$643K +$66.7K +6,408 +11%
FTUS
183
Flow Traders U.S.
New York
$635K +$428K +41,168 +185%
TCA
184
Transcend Capital Advisors
New Jersey
$630K +$221K +21,254 +51%
VT
185
Vise Technologies
New York
$627K
EWM
186
Empirical Wealth Management
Washington
$622K +$80K +7,690 +14%
SP
187
SmartHarvest Portfolios
Washington
$618K +$61.9K +5,954 +11%
Lido Advisors
188
Lido Advisors
California
$600K +$115K +11,009 +23%
P
189
&Partners
Tennessee
$597K -$25.4K -2,446 -4%
AWM
190
Axxcess Wealth Management
California
$592K -$39.6K -3,802 -6%
EWA
191
EverSource Wealth Advisors
Alabama
$576K +$234K +22,508 +64%
KBG
192
Kahn Brothers Group
New York
$565K -$92.5K -8,890 -14%
TPI
193
Trust Point Inc
Wisconsin
$561K +$171K +16,480 +42%
WA
194
Waverly Advisors
Alabama
$555K -$61K -5,867 -10%
NW
195
Naviter Wealth
Arkansas
$549K +$76.9K +7,395 +16%
TWP
196
Tempus Wealth Planning
California
$548K +$12.7K +1,217 +2%
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$546K -$5.34K -513 -0.9%
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$535K +$556K +53,465 New
SL
199
Summitry LLC
California
$530K +$22.2K +2,136 +4%
KFP
200
Keystone Financial Planning
Ohio
$526K -$19.4K -1,861 -3%