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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
701
Lyell Wealth Management
California
$218K +$221K +1,400 New
THWM
702
Taylor Hoffman Wealth Management
Virginia
$216K +$218K +1,382 New
LFAS
703
Level Four Advisory Services
Texas
$215K +$218K +1,377 New
TPWA
704
TRUE Private Wealth Advisors
Oregon
$211K +$214K +1,353 New
MCM
705
MAI Capital Management
Ohio
$208K +$210K +1,330 New
LCS
706
Levin Capital Strategies
New York
$207K +$209K +1,324 New
AFA
707
American Financial Advisors
Georgia
$206K +$208K +1,318 New
CC
708
Chicago Capital
Illinois
$205K +$208K +1,316 New
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$204K +$206K +1,306 New
FCCM
710
First City Capital Management
Georgia
$203K +$205K +1,300 New
CAG
711
Csenge Advisory Group
Florida
$202K +$205K +1,295 New
PFS
712
Prospera Financial Services
Texas
$201K +$203K +1,287 New
GIA
713
GHP Investment Advisors
Colorado
$201K +$204K +1,291 New
SBIA
714
Sheaff Brock Investment Advisors
Indiana
$200K +$203K +1,283 New
CCM
715
Copeland Capital Management
Pennsylvania
$199K +$202K +1,277 New
SWM
716
SeaCrest Wealth Management
New York
$193K +$196K +1,237 New
NS
717
NewDay Solutions
New Hampshire
$190K +$190K +1,200 New
VRM
718
Vectors Research Management
New York
$190K +$193K +1,220 New
CAW
719
Cornerstone Advisors (Washington)
Washington
$188K +$191K +1,207 New
EFSCE
720
Enterprise Financial Services Corp (EFSC)
Missouri
$188K +$191K +1,208 New
AC
721
Avestar Capital
New York
$181K +$202K +1,281 New
PG
722
Pendal Group
Australia
$178K +$199K +1,257 New
CWA
723
Clarus Wealth Advisors
Arizona
$172K +$174K +1,102 New
CCM
724
Covington Capital Management
California
$164K +$166K +1,053 New
PCG
725
Private Capital Group
Connecticut
$161K +$163K +1,034 New