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Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
651
Core Wealth Advisors (Florida)
Florida
$10K – – –
HFS
652
HBC Financial Services
Washington
$10K – – –
GC
653
Gould Capital
Washington
$9K – – –
BIA
654
Bell Investment Advisors
California
$9K +$9.24K +164 New
WPA
655
West Paces Advisors
Georgia
$8.48K – – –
HNB
656
Huntington National Bank
Ohio
$8K – – –
IBOK
657
Independence Bank of Kentucky
Kentucky
$8K – – –
MWC
658
MBM Wealth Consultants
Missouri
$8K – – –
DMKJ
659
David M. Knott Jr
$8K +$8.39K +149 New
TWA
660
TCI Wealth Advisors
Arizona
$7K -$13.1K -232 -64%
SAM
661
Strategic Asset Management
Minnesota
$7K -$1.18K -21 -14%
MUMSS
662
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K – – –
SC
663
Schubert & Co
Texas
$7K +$3.1K +55 +77%
CAC
664
Core Alternative Capital
Georgia
$7K +$3.27K +58 +75%
WOSD
665
WFA of San Diego
California
$7K +$7.21K +128 New
HCP
666
Hexagon Capital Partners
Arkansas
$7K +$7.55K +134 New
SFG
667
Steward Financial Group
Texas
$7K +$7.94K +141 New
JFA
668
JNBA Financial Advisors
Minnesota
$6K – – –
VCM
669
Versant Capital Management
Arizona
$6K +$2.53K +45 +79%
FPS
670
Fieldpoint Private Securities
Connecticut
$6K +$3.83K +68 +151%
TWP
671
TFO Wealth Partners
Ohio
$6K +$6.36K +113 New
ACA
672
Atlas Capital Advisors
Wyoming
$5.43K -$5.07K -90 -48%
HWM
673
HighMark Wealth Management
Minnesota
$5K -$225 -4 -4%
GKIM
674
GW&K Investment Management
Massachusetts
$5K +$3.38K +60 +154%
RWM
675
Raffa Wealth Management
District of Columbia
$4.12K – – –