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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1651
One Wealth Advisors
California
$288K -$114K -818 -29%
BA
1652
Bristol Advisors
Pennsylvania
$287K -$1.11M -7,950 -80%
MWM
1653
Merriman Wealth Management
Washington
$287K -$10.9K -78 -4%
FGAM
1654
Financial Gravity Asset Management
Texas
$286K +$28.1K +201 +9%
NFG
1655
Nadler Financial Group
Illinois
$285K -$39.1K -280 -12%
BI
1656
Bredin Investment
Delaware
$285K
HCM
1657
Harvest Capital Management
New Hampshire
$284K -$65.8K -471 -19%
I
1658
IberiaBank
Louisiana
$284K +$58.1K +416 +27%
DWM
1659
Dynasty Wealth Management
Florida
$284K +$275K +1,965 New
DW
1660
Domani Wealth
Pennsylvania
$283K -$88.7K -635 -24%
BDWM
1661
Brewin Dolphin Wealth Management
Ireland
$283K
WAG
1662
Winthrop Advisory Group
Massachusetts
$282K -$14.3K -102 -5%
RRC
1663
Relaxing Retirement Coach
Massachusetts
$282K +$272K +1,947 New
BA
1664
Bennicas & Associates
California
$281K -$1.4K -10 -0.5%
RPA
1665
Rock Point Advisors
Vermont
$278K -$7.27K -52 -3%
IUHSA
1666
Itau Unibanco Holding S.A.
Brazil
$276K -$73.4M -525,341 -100%
OAM
1667
Occidental Asset Management
California
$274K -$14.7K -105 -5%
JWBC
1668
J.W. Burns & Co
New York
$274K -$13.1K -94 -5%
PCI
1669
Pacifica Capital Investments
Texas
$273K +$1.12K +8 +0.4%
LC
1670
Lincoln Capital
Nebraska
$272K -$3.63K -26 -1%
DDPIC
1671
Deroy & Devereaux Private Investment Counsel
Michigan
$272K
SWA
1672
SFMG Wealth Advisors
Texas
$272K +$343K +2,456 New
Cohen & Steers
1673
Cohen & Steers
New York
$271K -$16.1M -114,927 -98%
FRM
1674
Foundation Resource Management
Arkansas
$271K
AWM
1675
Avior Wealth Management
Nebraska
$271K +$140 +1 +0.1%