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Name Holding Trade Value Shares
Change
Change in
Stake
SB
1026
Strategic Blueprint
Georgia
$738K +$161K +3,230 +28%
HIMC
1027
Heritage Investors Management Corp
Maryland
$730K -$19.9K -400 -3%
RW
1028
RVW Wealth
California
$727K
TCA
1029
Transcend Capital Advisors
New Jersey
$726K +$723K +14,520 New
ICM
1030
IMS Capital Management
Oregon
$725K +$286K +5,750 +66%
SRSA
1031
S.R. Schill & Associates
Washington
$724K -$89.6K -1,800 -11%
NIM
1032
Northeast Investment Management
Massachusetts
$722K +$170K +3,410 +31%
IA
1033
IFP Advisors
Florida
$716K +$39.3K +790 +6%
I
1034
INVST
Indiana
$716K +$63.7K +1,280 +10%
CIA
1035
Capital Investment Advisors
Georgia
$713K +$16.9K +340 +2%
GSWM
1036
Golden State Wealth Management
California
$710K +$154K +3,090 +28%
BCA
1037
Biltmore Capital Advisors
New Jersey
$706K -$381K -7,660 -35%
OL
1038
Optas LLC
Texas
$706K +$228K +4,590 +48%
TC
1039
TwinBeech Capital
New York
$706K +$702K +14,110 New
BAM
1040
Blueshift Asset Management
New Jersey
$699K -$1.08M -21,720 -61%
JFGIW
1041
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$697K +$302K +6,060 +77%
NFSG
1042
Newbridge Financial Services Group
Florida
$696K +$693K +13,920 New
KA
1043
Kovack Advisors
Florida
$694K +$55.7K +1,120 +9%
B
1044
Bellecapital
Switzerland
$687K +$684K +13,740 New
EWA
1045
EP Wealth Advisors
California
$686K -$143K -2,880 -17%
KLI
1046
Kelman-Lazarov Inc
Tennessee
$683K -$199K -4,000 -23%
NAM
1047
NorthCoast Asset Management
Connecticut
$683K +$679K +13,650 New
PWA
1048
Providence Wealth Advisors
Illinois
$681K +$35.8K +720 +6%
TVWM
1049
Tower View Wealth Management
Wisconsin
$676K +$259K +5,200 +63%
TCM
1050
Telos Capital Management
California
$674K -$91.1K -1,830 -12%