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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
801
Dynamic Advisor Solutions
Arizona
$214K +$208K +7,084 New
IWM
802
IHT Wealth Management
Illinois
$214K +$4.47K +152 +2%
MHIC
803
Marble Harbor Investment Counsel
Massachusetts
$214K – – –
JBA
804
Johnson Bixby & Associates
Washington
$213K – – –
SVWAG
805
Sound View Wealth Advisors Group
Georgia
$212K -$795 -27 -0.4%
SCM
806
Silvant Capital Management
Georgia
$211K – – –
CIAS
807
Capital Investment Advisory Services
North Carolina
$211K -$11K -374 -5%
Nomura Holdings
808
Nomura Holdings
Japan
$210K -$311K -10,583 -60%
MA
809
MCF Advisors
Kentucky
$210K – – –
TPWA
810
TRUE Private Wealth Advisors
Oregon
$210K -$765 -26 -0.4%
EH
811
Equitable Holdings
New York
$210K +$2.97K +101 +1%
MCM
812
Marathon Capital Management
Maryland
$209K – – –
H
813
HoyleCohen
California
$209K -$16.2K -552 -7%
AA
814
Addison Advisors
Vermont
$209K +$4.71K +160 +2%
FIC
815
FCG Investment Company
Tennessee
$208K +$202K +6,873 New
LGF
816
LGT Group Foundation
Liechtenstein
$206K -$135K -4,600 -40%
SC
817
Syon Capital
California
$204K -$68.7K -2,335 -26%
TNBTD
818
Trustmark National Bank Trust Department
Mississippi
$202K -$74.2K -2,520 -27%
WWM
819
Western Wealth Management
Colorado
$201K +$196K +6,665 New
KIA
820
KCM Investment Advisors
California
$201K -$41.1K -1,398 -17%
DIM
821
Delta Investment Management
California
$200K +$195K +6,634 New
IRC
822
Investors Research Corp
Georgia
$200K – – –
AAG
823
Armstrong Advisory Group
Massachusetts
$199K – – –
PWM
824
Partnership Wealth Management
Maryland
$193K – – –
NF
825
Norwood Financial
Pennsylvania
$172K +$32K +1,086 +24%