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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Capital Wealth Advisors
1226
Vanguard Capital Wealth Advisors
Colorado
$792K -$66.5K -1,450 -7%
ML
1227
McAdam LLC
Pennsylvania
$791K +$243K +5,305 +42%
CRC
1228
Curi RMB Capital
Illinois
$789K -$314K -6,857 -28%
SC
1229
Searle & Co
Connecticut
$786K
PCP
1230
Pacific Capital Partners
$786K +$816K +17,800 New
SAM
1231
Strategy Asset Managers
California
$784K +$814K +17,762 New
COCM
1232
Charter Oak Capital Management
New Hampshire
$779K -$184K -4,005 -18%
FIB
1233
First Interstate Bank
Montana
$779K +$4.45K +97 +0.6%
STB
1234
S&T Bank
Pennsylvania
$779K -$311K -6,792 -28%
WF
1235
Womack Financial
Texas
$778K -$31.2K -680 -4%
PFBT
1236
Parkside Financial Bank & Trust
Missouri
$774K -$43.1K -941 -5%
DF
1237
Donoghue Forlines
Massachusetts
$773K +$482K +10,510 +150%
KA
1238
Klingman & Associates
New York
$772K +$45.2K +987 +6%
BW
1239
Basepoint Wealth
Iowa
$770K -$39.7K -867 -5%
CIA
1240
Compass Ion Advisors
Pennsylvania
$770K -$16.1K -352 -2%
YIM
1241
Yoffe Investment Management
Pennsylvania
$767K
CRWM
1242
Castle Rock Wealth Management
California
$766K +$71.1K +1,552 +11%
SWASL
1243
Spartan Wealth Advisory Services LLC
Michigan
$766K +$795K +17,354 New
PWMAG
1244
Pinnacle Wealth Management Advisory Group
New Jersey
$765K -$45.2K -987 -5%
AA
1245
Alta Advisers
United Kingdom
$764K
CWP
1246
Corepath Wealth Partners
Arizona
$763K
BP
1247
BWM Planning
Texas
$763K -$367 -8 -0%
EI
1248
Ellevest Inc
New York
$763K +$66.2K +1,444 +9%
ACM
1249
Advisors Capital Management
New Jersey
$762K +$201K +4,393 +34%
SCP
1250
Sivia Capital Partners
California
$762K -$1.09M -23,858 -58%