Name Holding Trade Value Shares
Change
Change in
Stake
WIA
626
Wealthstreet Investment Advisors
Texas
$372K +$8.11K +294 +3%
VCG
627
Vantage Consulting Group
Virginia
$372K +$39K +1,413 +14%
LJAC
628
L.J. Altfest & Co
New York
$368K -$28.5K -1,034 -8%
CIAS
629
Capital Investment Advisory Services
North Carolina
$367K -$118K -4,269 -27%
MCM
630
MAI Capital Management
Ohio
$367K -$14.7K -532 -4%
OPA
631
Old Port Advisors
Maine
$364K -$16.6K -602 -5%
CFG
632
Citizens Financial Group
Rhode Island
$364K +$18.5K +671 +6%
FMT
633
First Mercantile Trust
Tennessee
$362K -$28.2K -1,023 -8%
WSC
634
Wellington Shields & Co
New York
$362K -$22.1K -800 -7%
TIA
635
Tiemann Investment Advisors
California
$362K -$9.66K -350 -3%
BMO
636
Beck Mack & Oliver
New York
$362K – – –
PA
637
Parallel Advisors
California
$362K +$26.5K +962 +9%
BRWA
638
B. Riley Wealth Advisors
Florida
$361K -$154K -5,576 -32%
CG
639
Caprock Group
Idaho
$361K -$6.98K -253 -2%
BBA
640
BLB&B Advisors
Pennsylvania
$360K -$228K -8,264 -42%
KPWS
641
Kestra Private Wealth Services
Texas
$360K +$22.7K +824 +8%
PT
642
Plimoth Trust
Massachusetts
$359K -$22.4K -810 -7%
AAS
643
Avantax Advisory Services
Texas
$359K +$44.5K +1,613 +17%
DADC
644
D.A. Davidson & Co
Montana
$359K +$312K +11,292 New
RWA
645
Redhawk Wealth Advisors
Minnesota
$358K -$10K -364 -3%
CP
646
Capital Planning
Washington
$357K – – –
CCA
647
Checchi Capital Advisers
California
$356K -$4.06K -147 -1%
IC
648
IEQ Capital
California
$356K +$12.3K +447 +4%
SCM
649
Shelton Capital Management
Colorado
$351K – – –
PFO
650
Pathstone Family Office
New Jersey
$347K +$256K +9,263 +576%