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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
651
Blue Trust Inc
Georgia
$302K +$54.3K +1,892 +20%
UAML
652
US Asset Management LLC
Pennsylvania
$301K – – –
PWM
653
Perigon Wealth Management
California
$299K -$2.41K -84 -0.8%
SWP
654
Stratos Wealth Partners
Ohio
$297K -$83.9K -2,923 -22%
CM
655
Capula Management
Cayman Islands
$296K +$290K +10,087 New
TAM
656
Trust Asset Management
Texas
$295K -$54.9K -1,911 -16%
NLP
657
Next Level Private
New York
$294K – – –
PCP
658
Proficio Capital Partners
Massachusetts
$293K +$6.72K +234 +2%
Capstone Investment Advisors
659
Capstone Investment Advisors
New York
$293K -$255K -8,867 -47%
WTC
660
WhitTier Trust Company
Nevada
$292K +$1.15K +40 +0.4%
IAMOG
661
Investors Asset Management of Georgia
Georgia
$291K – – –
IAN
662
Integrated Advisors Network
Texas
$290K +$13.6K +473 +5%
Group One Trading
663
Group One Trading
Illinois
$289K +$283K +9,863 New
SFA
664
Sequoia Financial Advisors
Ohio
$289K +$115 +4 +0%
WSC
665
Wellington Shields & Co
New York
$288K – – –
EWA
666
EP Wealth Advisors
California
$287K +$31.7K +1,104 +7%
TNBTD
667
Trustmark National Bank Trust Department
Mississippi
$286K – – –
APG
668
Abacus Planning Group
South Carolina
$286K – – –
GW
669
GW & Wade
Massachusetts
$285K -$14.3K -499 -5%
CAAS
670
Capital Asset Advisory Services
Michigan
$278K -$14.4K -503 -5%
PFM
671
Phillips Financial Management
Indiana
$276K +$1.84K +64 +0.7%
IWC
672
Integrated Wealth Concepts
Massachusetts
$276K +$41.2K +1,436 +18%
WB
673
West Bancorporation
Iowa
$276K -$41.2K -1,436 -13%
ECM
674
Estabrook Capital Management
New York
$276K – – –
GL
675
Graypoint LLC
New York
$275K +$269K +9,385 New