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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Accel Wealth Management
Iowa
$223K +$627 +5 +0.3%
WFA
827
Wipfli Financial Advisors
Wisconsin
$221K +$258K +2,060 New
GWANC
828
Guardian Wealth Advisors (North Carolina)
North Carolina
$220K -$14.7K -117 -5%
TNBTD
829
Trustmark National Bank Trust Department
Mississippi
$219K -$144K -1,148 -36%
PA
830
Parallel Advisors
California
$219K +$25.8K +206 +11%
FFA
831
Founders Financial Alliance
North Carolina
$218K +$255K +2,036 New
QCM
832
Quantinno Capital Management
New York
$218K +$256K +2,040 New
LOIM
833
Liberty One Investment Management
Illinois
$217K -$277K -2,211 -52%
KA
834
Kovack Advisors
Florida
$217K -$11.4K -91 -4%
HC
835
HNP Capital
New York
$216K – – –
NF
836
Norwood Financial
Pennsylvania
$216K – – –
VRM
837
Vectors Research Management
New York
$216K – – –
IAN
838
Integrated Advisors Network
Texas
$215K +$252K +2,009 New
CLOS
839
Compagnie Lombard Odier SCmA
Switzerland
$214K -$62.7K -500 -20%
BFS
840
Bradley Foster & Sargent
Connecticut
$214K -$6.27K -50 -2%
LOPW
841
Live Oak Private Wealth
North Carolina
$214K – – –
TAM
842
Tocqueville Asset Management
New York
$214K – – –
KC
843
Kingfisher Capital
North Carolina
$214K +$251K +2,000 New
EWA
844
Exencial Wealth Advisors
Oklahoma
$214K +$251K +2,001 New
HWA
845
Heritage Wealth Advisors
Virginia
$214K – – –
PP
846
Patten & Patten
Tennessee
$212K – – –
LWP
847
Lumature Wealth Partners
Georgia
$212K +$9.54K +76 +4%
VFA
848
Valeo Financial Advisors
Indiana
$212K +$248K +1,980 New
AT
849
American Trust
Kentucky
$211K -$10.5K -84 -4%
RCAG
850
Rehmann Capital Advisory Group
Michigan
$211K -$170K -1,351 -41%