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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
701
Loveless Wealth Management
Montana
$416K
JF
702
JSF Financial
California
$415K +$388K +2,144 New
MGP
703
Metis Global Partners
California
$415K +$389K +2,147 New
DLA
704
Douglas Lane & Associates
New York
$414K
Carson Wealth (CWM LLC)
705
Carson Wealth (CWM LLC)
Nebraska
$414K +$388K +2,141 New
CS
706
Cannell & Spears
New York
$413K -$25.5K -141 -6%
PA
707
PFG Advisors
Arizona
$413K
SAF
708
Smith Anglin Financial
Texas
$412K +$1.81K +10 +0.5%
CIA
709
Capital Investment Advisors
Georgia
$411K -$14.7K -81 -4%
AA
710
ALPS Advisors
Colorado
$408K +$4.89K +27 +1%
EGA
711
E&G Advisors
Texas
$406K
GWCM
712
Godshalk Welsh Capital Management
Pennsylvania
$406K
HIG
713
Heritage Investment Group
Florida
$403K +$377K +2,084 New
BPC
714
Banque Pictet & Cie
Switzerland
$402K +$376K +2,078 New
WA1
715
Wimmer Associates 1
California
$398K
BRWM
716
B. Riley Wealth Management
Tennessee
$393K
DBIA
717
Dumont & Blake Investment Advisors
New Jersey
$391K -$2.54K -14 -0.7%
BP
718
Ballentine Partners
Massachusetts
$391K -$905 -5 -0.2%
KFA
719
Krane Funds Advisors
New York
$388K -$62.5K -345 -15%
CA
720
Callahan Advisors
Texas
$387K
MCM
721
Mainstay Capital Management
Michigan
$387K +$362K +2,000 New
BEC
722
Blue Edge Capital
Virginia
$387K
VFA
723
Voya Financial Advisors
Connecticut
$385K -$4.89K -27 -1%
PWP
724
Principle Wealth Partners
Connecticut
$383K
CW
725
CreativeOne Wealth
Kansas
$383K +$5.25K +29 +1%