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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
526
Martingale Asset Management
Massachusetts
$224K -$2.63M -149,280 -91%
BHC
527
Bowen Hanes & Co
Florida
$222K +$264K +15,000 New
KWMG
528
King Wealth Management Group
Florida
$220K – – –
HCM
529
Highlander Capital Management
New Jersey
$218K -$278K -15,817 -52%
VFA
530
Valeo Financial Advisors
Indiana
$217K +$15.8K +895 +6%
SFA
531
Sequoia Financial Advisors
Ohio
$217K +$24.8K +1,408 +11%
AWM
532
Altium Wealth Management
New York
$216K -$7.55K -429 -3%
MWP
533
MYCIO Wealth Partners
Pennsylvania
$216K – – –
BFO
534
Biltmore Family Office
North Carolina
$215K – – –
LB
535
Legacy Bridge
Iowa
$214K +$255K +14,469 New
ISL
536
Ingalls & Snyder LLC
New York
$213K +$253K +14,400 New
SMP
537
Santa Monica Partners
Florida
$211K – – –
SCM
538
Southport Capital Management
Tennessee
$211K – – –
COI
539
Connable Office Inc
Michigan
$209K -$1.59M -90,544 -86%
TF
540
TIAA FSB
Florida
$207K +$38.4K +2,184 +19%
MIAN
541
Mariner Independent Advisor Network
Kansas
$206K +$26.8K +1,522 +13%
CBFP
542
Cedar Brook Financial Partners
Ohio
$206K +$245K +13,945 New
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$200K -$5.63K -320 -2%
WWM
544
Western Wealth Management
Colorado
$198K +$238K +13,499 New
BBA
545
BLB&B Advisors
Pennsylvania
$195K -$61.6K -3,500 -21%
Baird Financial Group
546
Baird Financial Group
Wisconsin
$194K -$58K -3,296 -20%
TPWA
547
TRUE Private Wealth Advisors
Oregon
$193K -$37.6K -2,138 -14%
MOS
548
MGO One Seven
Ohio
$193K +$231K +13,127 New
SPIA
549
Steward Partners Investment Advisory
New York
$192K -$21.2K -1,203 -8%
HI
550
Harrington Investments
California
$192K +$1.76K +100 +0.8%