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Name Holding Trade Value Shares
Change
Change in
Stake
MWAM
801
Manhattan West Asset Management
California
$275K +$6.11K +16 +2%
SM
802
Sciencast Management
New Jersey
$275K +$272K +713 New
BFS
803
Bradley Foster & Sargent
Connecticut
$271K
Vanguard Capital Wealth Advisors
804
Vanguard Capital Wealth Advisors
Colorado
$270K
AWM
805
Avondale Wealth Management
Texas
$270K -$38.2K -100 -13%
IA
806
IFP Advisors
Florida
$270K +$97K +254 +57%
CIA
807
Compass Ion Advisors
Pennsylvania
$269K +$382 +1 +0.1%
PVH
808
Psagot Value Holdings
Israel
$265K +$38.2K +100 +17%
JIC
809
Johnson Investment Counsel
Ohio
$262K -$6.5K -17 -2%
EWA
810
EverSource Wealth Advisors
Alabama
$258K -$19.9K -52 -7%
PI
811
PFG Investments
New York
$258K
MYIA
812
Mount Yale Investment Advisors
Colorado
$257K -$3.82K -10 -1%
MAM
813
Morse Asset Management
Connecticut
$255K +$252K +660 New
MIA
814
MMBG Investment Advisors
Florida
$255K +$252K +660 New
CS
815
Comerica Securities
Michigan
$255K +$3.44K +9 +1%
OCM
816
One Capital Management
California
$254K -$89.8K -235 -26%
LSA
817
Leonteq Securities AG
Switzerland
$254K -$23.7K -62 -9%
CPIG
818
Chicago Partners Investment Group
Illinois
$253K +$14.1K +37 +6%
AAS
819
Avantax Advisory Services
Texas
$252K +$250K +654 New
PCA
820
Private Capital Advisors
Connecticut
$252K +$245K +640 New
CAG
821
Csenge Advisory Group
Florida
$251K -$16.8K -44 -6%
CL
822
Choreo LLC
Illinois
$249K +$7.26K +19 +3%
BJL
823
Brighton Jones LLC
Washington
$248K -$65.7K -172 -21%
ZB
824
Zions Bancorporation
Utah
$247K +$26.7K +70 +12%
WJWM
825
Williams Jones Wealth Management
New York
$244K +$242K +633 New