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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
601
Beaumont Financial Advisors
Massachusetts
$237K +$189K +2,280 New
IC
602
IEQ Capital
California
$236K +$188K +2,270 New
VVP
603
Venture Visionary Partners
Ohio
$233K +$186K +2,244 New
WA
604
WBH Advisory
Maryland
$233K +$191K +2,300 New
FNBT
605
FineMark National Bank & Trust
Florida
$232K +$185K +2,230 New
PFS
606
Prospera Financial Services
Texas
$231K +$184K +2,216 New
CC
607
Courier Capital
New York
$231K +$184K +2,220 New
PPW
608
Pasadena Private Wealth
California
$229K -$79.1K -954 -30%
FAG
609
Fortitude Advisory Group
Washington
$227K +$19.2K +232 +12%
OIA
610
Optimum Investment Advisors
Illinois
$225K +$87K +1,050 +94%
SP
611
Successful Portfolios
Florida
$225K +$179K +2,160 New
TCWM
612
Total Clarity Wealth Management
Illinois
$221K +$3.31K +40 +2%
PP
613
PDS Planning
Ohio
$221K +$176K +2,121 New
PAS
614
Park Avenue Securities
New York
$221K +$177K +2,134 New
MIS
615
Morningstar Investment Services
Illinois
$218K -$282K -3,400 -61%
MWM
616
Meridian Wealth Management
Kentucky
$218K +$175K +2,111 New
VT
617
Vise Technologies
New York
$213K +$169K +2,044 New
MCC
618
Money Concepts Capital
Florida
$213K +$171K +2,058 New
BP
619
BBR Partners
New York
$210K -$119K -1,433 -41%
ACG
620
Allen Capital Group
Nebraska
$210K +$168K +2,024 New
FAIM
621
Financial Advocates Investment Management
Washington
$209K +$166K +2,005 New
SBIA
622
Sheaff Brock Investment Advisors
Indiana
$209K +$167K +2,012 New
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$208K – – –
CICI
624
Capital Investment Counsel Inc
North Carolina
$204K -$141K -1,700 -46%
HGWM
625
Horst & Graben Wealth Management
Oregon
$202K +$161K +1,939 New