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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1451
Optimum Investment Advisors
Illinois
$466K -$8.36K -49 -2%
BCM
1452
Blume Capital Management
California
$464K +$853 +5 +0.2%
KLI
1453
Kelman-Lazarov Inc
Tennessee
$463K – – –
SCM
1454
SOL Capital Management
Maryland
$463K – – –
AFP
1455
Ausdal Financial Partners
Iowa
$460K +$51.9K +304 +12%
PNAA
1456
Pictet North America Advisors
Switzerland
$456K – – –
FHC
1457
First Heartland Consultants
Missouri
$454K +$39.9K +234 +9%
DWM
1458
Dakota Wealth Management
Florida
$454K +$471K +2,760 New
HI
1459
Hudock Inc
Pennsylvania
$452K -$18.9K -111 -4%
CNAM
1460
Campbell Newman Asset Management
Wisconsin
$452K – – –
WWMSC
1461
Wagner Wealth Management (South Carolina)
South Carolina
$452K +$5.29K +31 +1%
BWL
1462
Bogart Wealth LLC
Virginia
$450K +$37.9K +222 +9%
OPCM
1463
Osborne Partners Capital Management
California
$446K +$3.24K +19 +0.7%
WCM
1464
Windsor Capital Management
Arizona
$445K -$7.17K -42 -2%
FCH
1465
Freestone Capital Holdings
Washington
$445K +$222K +1,302 +93%
LC
1466
Landaas & Company
Wisconsin
$443K – – –
DAC
1467
Dividend Assets Capital
South Carolina
$441K – – –
ACS
1468
Archford Capital Strategies
Illinois
$440K +$457K +2,675 New
MGIA
1469
Moneta Group Investment Advisors
Missouri
$439K +$397K +2,325 +672%
CMANY
1470
Capital Management Associates (New York)
New York
$438K -$40.8K -239 -8%
DA
1471
Doliver Advisors
Texas
$437K – – –
GEM
1472
Global Endowment Management
North Carolina
$435K – – –
BRWA
1473
B. Riley Wealth Advisors
Florida
$431K -$171K -1,001 -28%
TIM
1474
Thompson Investment Management
Wisconsin
$430K +$512 +3 +0.1%
NB
1475
Nicolet Bankshares
Wisconsin
$428K -$7.68K -45 -2%