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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
901
Winch Advisory Services
Wisconsin
$260K +$1.16K +30 +0.5%
NAM
902
NorthCrest Asset Manangement
Minnesota
$259K +$233K +6,030 New
FRA
903
Frank Rimerman Advisors
California
$258K – – –
CWA
904
CJM Wealth Advisers
Virginia
$258K +$232K +6,000 New
FCA
905
FLC Capital Advisors
California
$258K – – –
SC
906
Shay Capital
New York
$258K +$232K +6,000 New
AWM
907
Alterna Wealth Management
Texas
$255K +$229K +5,940 New
SAM
908
SP Asset Management
California
$253K +$6.95K +180 +3%
PCP
909
Proficio Capital Partners
Massachusetts
$252K +$226K +5,850 New
HWIS
910
Hancock Whitney Investment Services
Louisiana
$247K +$225K +5,820 New
SIA
911
Sit Investment Associates
Minnesota
$245K +$220K +5,700 New
IFG
912
Independent Financial Group
California
$244K -$294K -7,610 -57%
Credit Agricole
913
Credit Agricole
France
$242K -$383K -9,930 -64%
BL
914
Balentine LLC
Georgia
$241K +$216K +5,600 New
WANY
915
Wealthspire Advisors (New York)
New York
$240K +$215K +5,580 New
Verition Fund Management
916
Verition Fund Management
Connecticut
$239K -$1.08M -27,870 -83%
PWPS
917
Pinnacle Wealth Planning Services
Ohio
$238K +$213K +5,530 New
TCOV
918
Trust Company of Vermont
Vermont
$238K +$213K +5,530 New
MFS
919
Mirabella Financial Services
United Kingdom
$237K -$131K -3,390 -38%
BPC
920
Banque Pictet & Cie
Switzerland
$237K +$212K +5,500 New
CWMGP
921
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$237K +$213K +5,510 New
KFGK
922
Keystone Financial Group (Kentucky)
Kentucky
$237K +$213K +5,510 New
BWM
923
BNC Wealth Management
Oregon
$236K +$212K +5,490 New
AA
924
AlphaMark Advisors
Kentucky
$234K -$40.1K -1,040 -16%
AIM
925
Alhambra Investment Management
Florida
$232K +$208K +5,400 New