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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Spire Wealth Management
Virginia
$372K +$654K +19,146 New
BP
602
BBR Partners
New York
$370K +$1.3K +38 +0.4%
KCM
603
Kathmere Capital Management
Pennsylvania
$368K +$102K +2,984 +41%
LFAS
604
Level Four Advisory Services
Texas
$367K -$18K -528 -5%
LRPA
605
L. Roy Papp & Associates
Arizona
$366K -$34.2K -1,000 -9%
VCA
606
Verdence Capital Advisors
Maryland
$364K +$346K +10,117 New
GWM
607
Geneos Wealth Management
Colorado
$362K -$820 -24 -0.2%
OWA
608
Octavia Wealth Advisors
Ohio
$361K +$7K +205 +2%
LD
609
Lipe & Dalton
New York
$360K
CLOS
610
Compagnie Lombard Odier SCmA
Switzerland
$360K +$51.2K +1,500 +18%
WANY
611
Wealthspire Advisors (New York)
New York
$360K +$78.9K +2,308 +30%
QVT
612
Quantitative Value Technologies
Kansas
$360K +$341K +9,988 New
DADC
613
D.A. Davidson & Co
Montana
$359K -$236K -6,896 -41%
SCM
614
Seascape Capital Management
New Hampshire
$354K +$81.2K +2,376 +32%
GG
615
Gofen & Glossberg
Illinois
$353K
CAG
616
Csenge Advisory Group
Florida
$351K +$10K +294 +3%
JWCA
617
J.W. Cole Advisors
Florida
$347K -$37.8K -1,106 -10%
AB
618
Atlas Brown
Kentucky
$347K +$23.3K +682 +8%
BP
619
Ballentine Partners
Massachusetts
$346K -$4.82K -141 -1%
AA
620
ALPS Advisors
Colorado
$341K +$52.2K +1,529 +19%
XS
621
XR Securities
Illinois
$338K -$142K -4,160 -31%
BG
622
Bollard Group
Massachusetts
$332K
NAM
623
NorthCoast Asset Management
Connecticut
$327K -$27.9K -816 -8%
MFS
624
Mirabella Financial Services
United Kingdom
$326K +$309K +9,050 New
SOAMC
625
Spirit of America Management Corp
New York
$324K