Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1151
International Assets Investment Management
Florida
$258K -$25.7K -83 -9%
AF
1152
Allworth Financial
California
$257K +$82.2K +266 +49%
BCFD
1153
Boit C.F. David
$256K – – –
FCCM
1154
First City Capital Management
Georgia
$256K – – –
MHS
1155
M Holdings Securities
Oregon
$256K +$248K +801 New
PWM
1156
Palumbo Wealth Management
New York
$254K +$928 +3 +0.4%
GFP
1157
Gryphon Financial Partners
Ohio
$254K +$17.9K +58 +8%
WC
1158
Woodstock Corp
Massachusetts
$253K -$578K -1,871 -70%
MFG
1159
Menard Financial Group
Texas
$253K -$2.47K -8 -1%
KA
1160
Kovack Advisors
Florida
$253K +$40.5K +131 +20%
5L
1161
55I LLC
Massachusetts
$252K -$15.5K -50 -6%
WDA
1162
Wendell David Associates
New Hampshire
$251K – – –
CAM
1163
Concorde Asset Management
Michigan
$251K +$6.18K +20 +3%
SCM
1164
Schnieders Capital Management
California
$251K +$23.8K +77 +11%
4WM
1165
44 Wealth Management
Oregon
$251K +$26.6K +86 +12%
MCC
1166
Money Concepts Capital
Florida
$250K +$242K +784 New
GSWM
1167
Golden State Wealth Management
California
$248K -$292K -944 -55%
BA
1168
Bluesphere Advisors
Pennsylvania
$248K – – –
BRWM
1169
B. Riley Wealth Management
Tennessee
$248K +$240K +776 New
TA
1170
TrueWealth Advisors
Alabama
$247K – – –
BJL
1171
Brighton Jones LLC
Washington
$247K +$3.4K +11 +1%
BBW
1172
Blue Barn Wealth
Utah
$247K +$6.8K +22 +3%
AIA
1173
Angeles Investment Advisors
California
$246K -$1.78M -5,763 -88%
OFG
1174
Oxford Financial Group
Indiana
$246K – – –
MTIC
1175
Missouri Trust & Investment Company
Missouri
$244K +$54.1K +175 +30%