Name Holding Trade Value Shares
Change
Change in
Stake
FNBOSM
1301
First National Bank of South Miami
Florida
$295K +$269K +3,600 New
PWPS
1302
Pinnacle Wealth Planning Services
Ohio
$294K +$14K +187 +5%
FIA
1303
FNY Investment Advisers
New York
$293K +$296K +3,957 New
SSP
1304
Sapphire Star Partners
Washington
$292K -$2.69K -36 -0.9%
LWM
1305
Liberty Wealth Management
California
$292K +$295K +3,942 New
SIA
1306
Starfire Investment Advisers
Michigan
$287K +$62.7K +838 +28%
AGA
1307
Accuvest Global Advisors
Utah
$287K +$289K +3,867 New
IWC
1308
Integrated Wealth Concepts
Massachusetts
$285K -$673 -9 -0.2%
SVWA
1309
Sound View Wealth Advisors
Georgia
$284K +$286K +3,824 New
BOH
1310
Bank of Hawaii
Hawaii
$283K -$163K -2,179 -36%
LWAC
1311
Laurel Wealth Advisors (California)
California
$279K -$9.95K -133 -3%
CQS
1312
Credential Qtrade Securities
$278K -$3.37K -45 -1%
SXL
1313
Summit X LLC
Missouri
$276K +$277K +3,709 New
GAM
1314
Gould Asset Management
California
$274K – – –
WA
1315
Wealth Architects
California
$274K +$11.8K +158 +4%
MUS
1316
Mitsubishi UFJ Securities
Japan
$274K +$12.7K +170 +5%
AWM
1317
Affinity Wealth Management
Delaware
$273K +$275K +3,679 New
PWW
1318
Pettyjohn Wood & White
Virginia
$272K – – –
ACM
1319
Advisors Capital Management
New Jersey
$272K +$274K +3,669 New
CCM
1320
Carlson Capital Management
Minnesota
$271K – – –
SCI
1321
Stableford Capital II
Arizona
$270K -$80.7K -1,079 -23%
W
1322
Wealthquest
Ohio
$270K +$273K +3,654 New
AAP
1323
Arax Advisory Partners
Colorado
$269K -$22.4K -300 -8%
GLI
1324
Guardian Life Insurance
New York
$269K +$1.12K +15 +0.4%
LWM
1325
Lenox Wealth Management
Ohio
$269K +$36.4K +486 +15%