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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
701
International Assets Investment Management
Florida
$466K -$90.8K -1,686 -15%
DA
702
Drake & Associates
Wisconsin
$466K -$8.51K -158 -2%
PBK
703
Peoples Bank (Kansas)
Kansas
$464K -$5.38K -100 -1%
GM
704
GeoWealth Management
Illinois
$464K -$14.6K -271 -3%
QC
705
Quent Capital
New York
$462K +$8.35K +155 +2%
FCH
706
Freestone Capital Holdings
Washington
$454K +$37.3K +692 +8%
PWM
707
Perigon Wealth Management
California
$453K -$7.86K -146 -2%
KWA
708
Kingswood Wealth Advisors
California
$451K -$90.5K -1,681 -16%
SOAMC
709
Spirit of America Management Corp
New York
$449K
PP
710
Patron Partners
Texas
$448K +$754 +14 +0.2%
TIAA Trust, National Association
711
TIAA Trust, National Association
North Carolina
$448K +$30.8K +572 +7%
SFS
712
Summit Financial Strategies
Ohio
$447K +$269 +5 +0.1%
IWM
713
IHT Wealth Management
Illinois
$445K -$4.85K -90 -1%
FAM
714
Formidable Asset Management
Ohio
$444K -$212K -3,937 -31%
TCM
715
Traynor Capital Management
Pennsylvania
$442K +$32.4K +602 +7%
Balyasny Asset Management
716
Balyasny Asset Management
Illinois
$441K -$251K -4,659 -35%
KFGK
717
Keystone Financial Group (Kentucky)
Kentucky
$437K +$110K +2,041 +30%
FFS
718
Founders Financial Securities
Maryland
$437K +$38K +705 +9%
AWM
719
Apollon Wealth Management
South Carolina
$436K +$40.4K +750 +9%
CS
720
Capital Square
Tennessee
$435K +$108 +2 +0%
PIAS
721
PCA Investment Advisory Services
Ohio
$434K +$17.1K +318 +4%
SFA
722
Souders Financial Advisors
Ohio
$434K +$35.1K +651 +8%
SCM
723
Spreng Capital Management
Ohio
$434K
FFM
724
Forum Financial Management
Illinois
$432K +$5.22K +97 +1%
MM
725
MQS Management
New York
$432K +$466K +8,647 New