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Name Holding Trade Value Shares
Change
Change in
Stake
SB
926
Sunflower Bank
Texas
$204K +$168K +1,370 New
WP
927
WealthShield Partners
North Carolina
$202K +$166K +1,356 New
BFM
928
Boothbay Fund Management
New York
$201K +$166K +1,351 New
BWA
929
Blodgett Wealth Advisors
California
$193K +$160K +1,300 New
HMS
930
Hanseatic Management Services
New Mexico
$183K +$36K +293 +31%
FF
931
FourThought Financial
Florida
$172K – – –
CHA
932
Carmichael Hill & Associates
Maryland
$171K – – –
ICM
933
Islay Capital Management
Texas
$164K -$15.5K -126 -10%
BBHC
934
Brown Brothers Harriman & Co
New York
$159K – – –
Bank Julius Baer & Co
935
Bank Julius Baer & Co
Switzerland
$158K -$40.5K -330 -24%
ADL
936
Asset Dedication LLC
California
$148K +$1.35K +11 +1%
GRP
937
Global Retirement Partners
California
$147K +$4.54K +37 +3%
GWM
938
Geneos Wealth Management
Colorado
$144K -$264K -2,155 -69%
MCC
939
Money Concepts Capital
Florida
$141K -$646K -5,268 -85%
LAS
940
Lloyd Advisory Services
Georgia
$141K +$20K +163 +21%
SWA
941
SOA Wealth Advisors
New York
$138K +$9.94K +81 +9%
BWA
942
BDO Wealth Advisors
Florida
$129K +$12.3K +100 +13%
PO
943
Private Ocean
California
$127K – – –
1IA
944
1834 Investment Advisors
Wisconsin
$126K – – –
HC
945
Hoese & Co
Minnesota
$126K – – –
AF
946
Allworth Financial
California
$123K -$7.36K -60 -7%
CFFP
947
Center for Financial Planning
Michigan
$122K – – –
TCM
948
Tradewinds Capital Management
Washington
$119K – – –
AIC
949
Archer Investment Corporation
Indiana
$114K +$94.2K +768 New
FAG
950
Fortitude Advisory Group
Washington
$113K – – –