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Name Holding Trade Value Shares
Change
Change in
Stake
QCM
601
Quest Capital Management
Texas
$244K -$260K -8,847 -52%
TCM
602
Traynor Capital Management
Pennsylvania
$244K -$136K -4,618 -36%
MWM
603
Merriman Wealth Management
Washington
$244K – – –
SMH
604
Sanders Morris Harris
Texas
$242K -$704K -24,000 -70%
BSW
605
Buckingham Strategic Wealth
Missouri
$242K -$9.77K -333 -4%
TNB
606
TCF National Bank
South Dakota
$241K +$29.3K +1,000 +14%
SOAMC
607
Spirit of America Management Corp
New York
$241K +$147K +5,000 +167%
DWM
608
Dorchester Wealth Management
Quebec, Canada
$241K +$235K +8,000 New
IFG
609
Independent Financial Group
California
$241K +$234K +7,987 New
CIAS
610
Capital Investment Advisory Services
North Carolina
$240K +$233K +7,953 New
OAM
611
Oxford Asset Management
United Kingdom
$239K +$233K +7,950 New
SCM
612
Shelton Capital Management
Colorado
$237K -$323K -11,000 -58%
MC
613
Moors & Cabot
Massachusetts
$237K -$62.4K -2,125 -21%
EARNEST Partners
614
EARNEST Partners
Georgia
$233K -$38.5K -1,312 -14%
SFA
615
Souders Financial Advisors
Ohio
$231K +$225K +7,659 New
CCM
616
Coldstream Capital Management
Washington
$231K +$225K +7,675 New
AAS
617
Avantax Advisory Services
Texas
$229K +$223K +7,599 New
FWP
618
FAS Wealth Partners
Kansas
$226K +$220K +7,493 New
EWM
619
Evercore Wealth Management
New York
$225K +$220K +7,484 New
VWA
620
Visionary Wealth Advisors
Illinois
$223K -$77.3K -2,635 -26%
NB
621
Northwest Bancshares
Pennsylvania
$222K – – –
OPS
622
Orion Portfolio Solutions
Nebraska
$222K +$26.2K +893 +14%
FHB
623
First Hawaiian Bank
Hawaii
$222K +$216K +7,356 New
Fayez Sarofim & Co
624
Fayez Sarofim & Co
Texas
$221K -$35.9K -1,223 -14%
BRWA
625
B. Riley Wealth Advisors
Florida
$220K – – –