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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
751
Integrated Investment Consultants
Michigan
$224K
AAM
752
Auxier Asset Management
Oregon
$224K -$52.7K -256 -18%
MW
753
Marcum Wealth
Ohio
$223K +$233K +1,131 New
GRP
754
Global Retirement Partners
California
$223K +$32.1K +156 +16%
SIG
755
Stonegate Investment Group
Alabama
$222K +$232K +1,127 New
LJHT
756
Laurie J. Hall Trustee
$222K
IWC
757
Integrated Wealth Concepts
Massachusetts
$218K +$1.44K +7 +0.6%
GWS
758
Glassman Wealth Services
Virginia
$218K +$2.67K +13 +1%
LNC
759
Lincoln National Corp
Pennsylvania
$218K +$206 +1 +0.1%
PFM
760
Parsec Financial Management
North Carolina
$217K +$1.24K +6 +0.5%
SCM
761
Stevens Capital Management
Pennsylvania
$216K +$225K +1,095 New
LPIC
762
LeJeune Puetz Investment Counsel
Michigan
$216K +$3.7K +18 +2%
HSA
763
HBK Sorce Advisory
Pennsylvania
$215K -$234K -1,138 -51%
TWP
764
Tempus Wealth Planning
California
$213K -$11.5K -56 -5%
SL
765
Summitry LLC
California
$212K -$21.4K -104 -9%
CS
766
Cannell & Spears
New York
$209K
MNBTD
767
Moody National Bank Trust Division
Texas
$207K
IMOV
768
Investment Management of Virginia
Virginia
$206K
TWI
769
Thomas White International
Illinois
$206K
SWM
770
Spire Wealth Management
Virginia
$205K -$45.7K -222 -18%
SW
771
SVB Wealth
Massachusetts
$204K -$44K -214 -17%
AWA
772
Arkadios Wealth Advisors
Georgia
$203K +$212K +1,030 New
STA
773
Summit Trail Advisors
New York
$201K +$210K +1,022 New
EWM
774
Empirical Wealth Management
Washington
$201K -$8.23K -40 -4%
CIA
775
Capital Investment Advisors
Georgia
$201K +$2.88K +14 +1%