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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
726
KPP Advisory Services
Kentucky
$220K -$13.5K -38 -5%
MWM
727
Modera Wealth Management
New Jersey
$220K -$2.14K -6 -0.9%
CE
728
Cornerstone Enterprises
Wisconsin
$219K
DC
729
Diametric Capital
Massachusetts
$216K -$276K -776 -53%
Fuller & Thaler Asset Management
730
Fuller & Thaler Asset Management
California
$215K
FP
731
Financial Perspectives
Minnesota
$214K
BCM
732
Brookstone Capital Management
Illinois
$213K -$150K -422 -39%
PTC
733
Private Trust Company
Ohio
$212K -$13.5K -38 -5%
CCM
734
Chickasaw Capital Management
Tennessee
$211K
GM
735
GeoWealth Management
Illinois
$211K -$58K -163 -20%
DAS
736
Diversify Advisory Services
Utah
$210K -$824K -2,314 -74%
SC
737
Scotia Capital
Ontario, Canada
$209K +$10.7K +30 +5%
KLCM
738
KG&L Capital Management
Louisiana
$209K -$142K -398 -38%
SPC
739
Sigma Planning Corp
Michigan
$208K -$447K -1,255 -66%
CW
740
CreativeOne Wealth
Kansas
$208K +$234K +656 New
BRWA
741
B. Riley Wealth Advisors
Florida
$208K -$36K -101 -12%
9WM
742
9258 Wealth Management
Ohio
$207K +$356 +1 +0.2%
BFS
743
Beacon Financial Strategies
North Carolina
$206K -$13.5K -38 -6%
FWTB
744
First Western Trust Bank
Colorado
$203K -$11K -31 -5%
HI
745
Harbour Investments
Wisconsin
$203K +$74.8K +210 +49%
SCM
746
Schnieders Capital Management
California
$203K +$228K +641 New
HB
747
HTLF Bank
Colorado
$202K -$4.27K -12 -2%
EWA
748
EP Wealth Advisors
California
$201K -$596K -1,675 -72%
HR
749
Howe & Rusling
New York
$201K +$5.34K +15 +2%
CT
750
Caldwell Trust
Florida
$197K