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Name Holding Trade Value Shares
Change
Change in
Stake
AG
501
Ascent Group
Virginia
$394K +$35.7K +232 +9%
RT
502
Rockland Trust
Massachusetts
$391K – – –
Wolverine Trading
503
Wolverine Trading
Illinois
$388K -$3.8M -24,690 -90%
FFM
504
Forum Financial Management
Illinois
$386K -$75.8K -493 -15%
MCM
505
MAI Capital Management
Ohio
$386K -$5.84K -38 -1%
IWC
506
Integrated Wealth Concepts
Massachusetts
$382K +$111K +720 +34%
HNB
507
Huntington National Bank
Ohio
$379K +$56K +364 +15%
MWPCG
508
Measured Wealth Private Client Group
New Hampshire
$376K -$88.6K -576 -17%
AWP
509
Accretive Wealth Partners
New Jersey
$376K – – –
BBHC
510
Brown Brothers Harriman & Co
New York
$374K +$6.77K +44 +2%
CFB
511
Cullen/Frost Bankers
Texas
$371K +$165K +1,071 +65%
WWM
512
Whalen Wealth Management
Nevada
$371K +$139K +901 +49%
DS
513
DRW Securities
Illinois
$368K +$416K +2,708 New
JIP
514
Jaffetilchin Investment Partners
Florida
$366K -$378K -2,459 -48%
HCMT
515
Highland Capital Management (Tennessee)
Tennessee
$362K +$83.3K +542 +26%
LFG
516
Larson Financial Group
Missouri
$354K +$34.4K +224 +9%
JWCA
517
J.W. Cole Advisors
Florida
$353K +$82.3K +535 +26%
RCA
518
Resonant Capital Advisors
Wisconsin
$351K +$6.77K +44 +2%
JIC
519
Johnson Investment Counsel
Ohio
$350K – – –
ECM
520
Everence Capital Management
Indiana
$348K +$66.1K +430 +20%
USCWA
521
U.S. Capital Wealth Advisors
Texas
$343K +$77.5K +504 +25%
P
522
&Partners
Tennessee
$342K +$174K +1,129 +82%
BFM
523
Boothbay Fund Management
New York
$341K -$2.83M -18,423 -88%
HAS
524
Horizon Advisory Services
New York
$340K +$4.61K +30 +1%
TWM
525
Trueblood Wealth Management
Ohio
$339K +$8.92K +58 +2%