Name Holding Trade Value Shares
Change
Change in
Stake
ET
1001
Equitable Trust
Tennessee
$204K +$190K +774 New
SWM
1002
SeaCrest Wealth Management
New York
$203K -$68K -277 -26%
MHR
1003
Matthew Hamilton Rosenberg
$203K – – –
CAM
1004
Concorde Asset Management
Michigan
$203K +$189K +770 New
IC
1005
Intersect Capital
California
$203K +$189K +772 New
SDJVC
1006
St. Denis J. Villere & Co
Louisiana
$201K +$187K +762 New
JWCA
1007
J.W. Coons Advisors
Ohio
$201K +$189K +770 New
MCA
1008
Mercer Capital Advisers
New Jersey
$199K – – –
AWM
1009
Atticus Wealth Management
Florida
$184K +$61.4K +250 +56%
KPCM
1010
Kings Point Capital Management
New York
$184K +$98.2K +400 +133%
IF
1011
Ironwood Financial
Arizona
$184K +$172K +699 New
BCA
1012
Berman Capital Advisors
Georgia
$182K -$2.21K -9 -1%
CI
1013
CX Institutional
Indiana
$178K +$50.3K +205 +44%
AF
1014
Allworth Financial
California
$176K +$27.5K +112 +20%
RWB
1015
RMR Wealth Builders
New Jersey
$174K +$162K +662 New
RPWA
1016
Regent Peak Wealth Advisors
Georgia
$173K +$161K +656 New
SSWG
1017
Seven Springs Wealth Group
Tennessee
$169K – – –
O
1018
Ossiam
France
$163K -$10.1M -40,981 -99%
VCM
1019
Versant Capital Management
Arizona
$162K +$1.96K +8 +1%
CCA
1020
Childress Capital Advisors
Texas
$160K +$147K +599 New
PK
1021
Pflug Koory
Nebraska
$159K – – –
BWP
1022
Baldwin Wealth Partners
Massachusetts
$158K – – –
SBSB
1023
Sullivan, Bruyette, Speros & Blaney
Virginia
$155K -$71.7K -292 -33%
VRM
1024
Vectors Research Management
New York
$149K – – –
PWM
1025
Perigon Wealth Management
California
$148K +$138K +561 New