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Name Holding Trade Value Shares
Change
Change in
Stake
IC
526
IEQ Capital
California
$290K -$67.7K -3,502 -17%
FCMC
527
Founders Capital Management (Connecticut)
Connecticut
$289K – – –
MGP
528
Metis Global Partners
California
$288K +$38.6K +1,996 +14%
C
529
CEDRUS
Colorado
$286K +$94.3K +4,877 +42%
AWM
530
Altium Wealth Management
New York
$285K +$1.86K +96 +0.6%
MFA
531
Mayflower Financial Advisors
Massachusetts
$284K +$5.03K +260 +2%
HWM
532
HB Wealth Management
Georgia
$284K +$319K +16,497 New
LFG
533
Lockerman Financial Group
California
$283K – – –
BRWM
534
B. Riley Wealth Management
Tennessee
$283K +$144K +7,433 +83%
IWC
535
Integrated Wealth Concepts
Massachusetts
$278K -$4.66K -241 -1%
BG
536
Bollard Group
Massachusetts
$276K +$3.19K +165 +1%
CG
537
Caprock Group
Idaho
$275K +$4.83K +250 +2%
ICA
538
Infrastructure Capital Advisors
New York
$275K +$109K +5,622 +54%
BTI
539
Blue Trust Inc
Georgia
$275K +$237K +12,277 New
MA
540
Mutual Advisors
Nebraska
$273K -$22.3K -1,156 -7%
GAM
541
Gotham Asset Management
New York
$270K -$102K -5,274 -25%
CFN
542
Cordasco Financial Network
Florida
$268K -$189K -9,799 -39%
SS
543
Simplicity Solutions
Minnesota
$266K +$298K +15,421 New
Vontobel Holding
544
Vontobel Holding
Switzerland
$265K -$122K -6,311 -29%
SWA
545
Stratos Wealth Advisors
Ohio
$265K -$657 -34 -0.2%
SIC
546
Sterling Investment Counsel
New York
$265K +$78.3K +4,050 +35%
CP
547
CenterBook Partners
Connecticut
$264K +$296K +15,329 New
CCM
548
Cutler Capital Management
Massachusetts
$263K – – –
SWM
549
Silverlake Wealth Management
Vermont
$259K +$135 +7 +0%
SAI
550
Systematic Alpha Investments
New Jersey
$252K – – –