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Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
Wealth Architects
California
$204K +$195K +3,501 New
IWA
402
Intercontinental Wealth Advisors
Texas
$200K +$191K +3,431 New
FHA
403
First Horizon Advisors
Tennessee
$200K +$165K +2,964 +647%
WSCM
404
Wellington Shields Capital Management
New York
$198K -$95.3K -1,710 -33%
PA
405
Parallel Advisors
California
$172K -$79K -1,418 -32%
SWM
406
Spire Wealth Management
Virginia
$152K +$10.3K +185 +8%
MRCM
407
M&R Capital Management
New Jersey
$152K – – –
ABLA
408
Alan B. Lancz & Associates
Ohio
$151K +$140K +2,505 New
AIP
409
Ameritas Investment Partners
Nebraska
$145K – – –
UCB
410
United Community Bank
South Carolina
$136K +$20.9K +375 +19%
CIM
411
Chiron Investment Management
New York
$136K – – –
Bessemer Group
412
Bessemer Group
New Jersey
$132K +$502 +9 +0.4%
WSC
413
Wellington Shields & Co
New York
$110K – – –
CT
414
Colonial Trust
South Carolina
$108K +$103K +1,843 New
ASN
415
Advisory Services Network
Georgia
$105K +$100K +1,797 New
CP
416
Castleview Partners
Texas
$101K +$7.13K +128 +8%
MS
417
Madden Securities
Texas
$97.4K +$93.1K +1,670 New
C
418
Covestor
United Kingdom
$90K -$68.4K -1,227 -44%
PGAM
419
Princeton Global Asset Management
New Jersey
$87K – – –
LTI
420
Laffer Tengler Investments
Tennessee
$80.9K +$77.3K +1,387 New
CAL
421
Capital Advisors Ltd
Ohio
$78K +$4.46K +80 +6%
SIM
422
Sentry Investment Management
Wisconsin
$76K +$16.4K +295 +29%
CB
423
Community Bank
New York
$75.8K – – –
TWC
424
TD Waterhouse Canada
Ontario, Canada
$74.8K – – –
AA
425
Addison Advisors
Vermont
$70.1K – – –