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Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
1301
AMG National Trust Bank
Colorado
$766K -$80.6K -122 -10%
CCWM
1302
Correct Capital Wealth Management
Missouri
$762K +$23.8K +36 +3%
CWM
1303
Connecticut Wealth Management
Connecticut
$761K -$1.32K -2 -0.2%
SOS
1304
Silver Oak Securities
Tennessee
$760K +$749K +1,134 New
MWM
1305
Meridian Wealth Management
Kentucky
$756K -$19.2K -29 -2%
CLOS
1306
Compagnie Lombard Odier SCmA
Switzerland
$755K -$550K -833 -42%
RCAG
1307
Rehmann Capital Advisory Group
Michigan
$753K +$61.5K +93 +9%
PCG
1308
PFC Capital Group
California
$745K
MLL
1309
Moody Lynn & Lieberson
Massachusetts
$742K +$5.95K +9 +0.8%
SDIC
1310
South Dakota Investment Council
South Dakota
$739K -$52.9K -80 -7%
SWP
1311
Strategic Wealth Partners
Ohio
$738K -$76.7K -116 -9%
BRWA
1312
B. Riley Wealth Advisors
Florida
$738K +$40.3K +61 +6%
PWS
1313
Precision Wealth Strategies
Missouri
$736K +$29.1K +44 +4%
VFA
1314
Values First Advisors
Tennessee
$734K +$110K +166 +18%
LA
1315
LVW Advisors
New York
$734K +$9.25K +14 +1%
SA
1316
Sovran Advisors
California
$732K +$5.95K +9 +0.7%
VW
1317
Vance Wealth
California
$732K +$3.96K +6 +0.5%
RPWA
1318
Regent Peak Wealth Advisors
Georgia
$732K +$9.91K +15 +1%
MCC
1319
Malaga Cove Capital
California
$729K -$57.5K -87 -7%
IAN
1320
Integrated Advisors Network
Texas
$729K -$157K -237 -18%
WC
1321
Waterloo Capital
Texas
$725K -$97.1K -147 -12%
BCG
1322
Breakwater Capital Group
New Jersey
$723K -$11.9K -18 -2%
OFS
1323
Orrstown Financial Services
Pennsylvania
$721K +$227K +343 +46%
AA
1324
Alta Advisers
United Kingdom
$721K -$185K -280 -20%
BMWS
1325
Brady Martz Wealth Solutions
North Dakota
$720K +$357K +541 +99%