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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Merriman Wealth Management
Washington
$244K
SMH
602
Sanders Morris Harris
Texas
$242K -$704K -24,000 -70%
BSW
603
Buckingham Strategic Wealth
Missouri
$242K -$9.77K -333 -4%
TNB
604
TCF National Bank
South Dakota
$241K +$29.3K +1,000 +14%
SOAMC
605
Spirit of America Management Corp
New York
$241K +$147K +5,000 +167%
DWM
606
Dorchester Wealth Management
Quebec, Canada
$241K +$235K +8,000 New
IFG
607
Independent Financial Group
California
$241K +$234K +7,987 New
CIAS
608
Capital Investment Advisory Services
North Carolina
$240K +$233K +7,953 New
OAM
609
Oxford Asset Management
United Kingdom
$239K +$233K +7,950 New
SCM
610
Shelton Capital Management
Colorado
$237K -$323K -11,000 -58%
MC
611
Moors & Cabot
Massachusetts
$237K -$62.4K -2,125 -21%
EARNEST Partners
612
EARNEST Partners
Georgia
$233K -$38.5K -1,312 -14%
SFA
613
Souders Financial Advisors
Ohio
$231K +$225K +7,659 New
CCM
614
Coldstream Capital Management
Washington
$231K +$225K +7,675 New
AAS
615
Avantax Advisory Services
Texas
$229K +$223K +7,599 New
FWP
616
FAS Wealth Partners
Kansas
$226K +$220K +7,493 New
EWM
617
Evercore Wealth Management
New York
$225K +$220K +7,484 New
VWA
618
Visionary Wealth Advisors
Illinois
$223K -$77.3K -2,635 -26%
NB
619
Northwest Bancshares
Pennsylvania
$222K
OPS
620
Orion Portfolio Solutions
Nebraska
$222K +$26.2K +893 +14%
FHB
621
First Hawaiian Bank
Hawaii
$222K +$216K +7,356 New
Fayez Sarofim & Co
622
Fayez Sarofim & Co
Texas
$221K -$35.9K -1,223 -14%
BRWA
623
B. Riley Wealth Advisors
Florida
$220K
S
624
SignatureFD
Georgia
$220K +$34.4K +1,171 +19%
CRWM
625
Castle Rock Wealth Management
California
$220K +$197K +6,725 New