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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
701
Capital Investment Advisory Services
North Carolina
$259K -$40.5K -1,735 -12%
FMII
702
Farmers & Merchants Investments Inc
Nebraska
$259K -$17.5K -750 -6%
PTC
703
Petrus Trust Company
Texas
$259K +$99K +4,243 +51%
VCM
704
Vivaldi Capital Management
Illinois
$258K +$294K +12,590 New
RCM
705
Radnor Capital Management
Pennsylvania
$256K
HT
706
HAP Trading
New York
$254K -$570K -24,432 -66%
WSC
707
Wellington Shields & Co
New York
$254K -$2.33K -100 -0.8%
BAS
708
Brown Advisory Securities
Maryland
$250K -$13K -559 -4%
BBHC
709
Brown Brothers Harriman & Co
New York
$249K -$45.7K -1,960 -14%
WAM
710
Wealthspire Advisors (Maryland)
Maryland
$249K +$18.5K +795 +7%
Carson Wealth (CWM LLC)
711
Carson Wealth (CWM LLC)
Nebraska
$249K +$173K +7,418 +157%
BMO
712
Beck Mack & Oliver
New York
$246K
CIA
713
CSat Investment Advisory
Michigan
$246K +$169K +7,225 +151%
PA
714
Parallel Advisors
California
$244K +$793 +34 +0.3%
CWM
715
Cedar Wealth Management
California
$241K -$55.5K -2,380 -17%
CFB
716
Cullen/Frost Bankers
Texas
$237K -$24.6K -1,054 -8%
BPWA
717
Beacon Pointe Wealth Advisors
California
$236K +$269K +11,549 New
GCM
718
Gables Capital Management
Florida
$234K -$23.3K -1,000 -8%
BSW
719
Buckingham Strategic Wealth
Missouri
$234K +$267K +11,455 New
HH
720
Hilltop Holdings
Texas
$233K -$81K -3,472 -23%
MIAN
721
Mariner Independent Advisor Network
Kansas
$233K +$261K +11,182 New
FWCM
722
Ferguson Wellman Capital Management
Oregon
$232K +$15.1K +647 +6%
GBBWRPM
723
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$232K +$23K +988 +10%
SLG
724
Stanley-Laman Group
Pennsylvania
$232K +$265K +11,344 New
CWA
725
Cypress Wealth Advisors
California
$231K -$2.19K -94 -0.8%