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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
BCS Wealth Management
Tennessee
$231K – – –
AC
802
Avestar Capital
New York
$230K +$4.77K +27 +2%
Bank Julius Baer & Co
803
Bank Julius Baer & Co
Switzerland
$227K -$475K -2,689 -67%
CGL
804
Clarius Group LLC
Washington
$227K +$3.18K +18 +1%
HBT
805
Hills Bank & Trust
Iowa
$226K – – –
MJRIC
806
Mogy Joel R Investment Counsel
California
$226K – – –
WC
807
Weil Company
California
$222K +$1.24K +7 +0.5%
EWA
808
EP Wealth Advisors
California
$221K -$74K -419 -24%
IWC
809
Integrated Wealth Concepts
Massachusetts
$221K +$231K +1,307 New
CA
810
Cullinan Associates
Kentucky
$220K – – –
ET
811
Equitable Trust
Tennessee
$220K – – –
MS
812
Maven Securities
Jersey
$219K +$228K +1,292 New
BFA
813
Beaumont Financial Advisors
Massachusetts
$218K – – –
HIA
814
Harbor Investment Advisory
Maryland
$217K – – –
PWMAG
815
Pinnacle Wealth Management Advisory Group
New Jersey
$217K – – –
RPC
816
Rossmore Private Capital
Connecticut
$217K +$1.06K +6 +0.5%
BWM
817
BCGM Wealth Management
Indiana
$216K +$707 +4 +0.3%
W
818
WealthOne
New York
$215K +$177 +1 +0.1%
NAM
819
NTV Asset Management
West Virginia
$214K +$353 +2 +0.2%
NC
820
NovaPoint Capital
Georgia
$214K +$2.83K +16 +1%
TWA
821
TPB Wealth Advisors
Texas
$213K +$223K +1,260 New
SAMT
822
Select Asset Management & Trust
Pennsylvania
$212K – – –
WS
823
Wedbush Securities
California
$211K -$17.7K -100 -7%
CL
824
CPWM LLC
Washington
$211K – – –
SFS
825
Strategic Financial Services
New York
$211K – – –