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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1501
Regal Investment Advisors
Michigan
$263K -$2.2M -10,553 -90%
JT
1502
Jump Trading
Illinois
$262K +$245K +1,176 New
NAM
1503
NTV Asset Management
West Virginia
$260K -$11.9K -57 -5%
11A
1504
10-15 Associates
New York
$260K
Carson Wealth (CWM LLC)
1505
Carson Wealth (CWM LLC)
Nebraska
$259K -$13.1K -63 -5%
SPIO
1506
Seven Post Investment Office
California
$259K +$243K +1,165 New
RMDI
1507
R.M. Davis Inc
Maine
$258K -$67.8K -325 -22%
FCMT
1508
Founders Capital Management (Texas)
Texas
$257K
CA
1509
Cornerstone Advisory
Maryland
$256K -$20K -96 -8%
FPC
1510
Falcon Point Capital
California
$256K -$18.4K -88 -7%
NB
1511
Nicolet Bankshares
Wisconsin
$256K +$17.3K +83 +8%
MTC
1512
McDaniel Terry & Co
Texas
$255K
EWA
1513
Exencial Wealth Advisors
Oklahoma
$255K +$239K +1,145 New
KTC
1514
Kistler-Tiffany Companies
Pennsylvania
$254K -$6.26K -30 -3%
LFA
1515
Legacy Financial Advisors
Kentucky
$254K +$23.4K +112 +11%
BWP
1516
BSW Wealth Partners
Colorado
$254K +$238K +1,142 New
NIA
1517
Northstar Investment Advisors
Colorado
$253K
PAS
1518
Partnervest Advisory Services
California
$253K +$237K +1,134 New
SFWA
1519
Summit Financial Wealth Advisors
Louisiana
$251K -$116K -555 -31%
CSIC
1520
Clifford Swan Investment Counsel
California
$251K
RM
1521
Resource Management
Louisiana
$250K -$1.04K -5 -0.4%
MSR
1522
Main Street Research
Connecticut
$248K +$232K +1,113 New
MC
1523
Matisse Capital
Oregon
$247K
WPC
1524
Waters Parkerson & Co
Louisiana
$247K
WCM
1525
Wallace Capital Management
Texas
$245K