Name Holding Trade Value Shares
Change
Change in
Stake
XF
701
XML Financial
Maryland
$330K – – –
PFBT
702
Parkside Financial Bank & Trust
Missouri
$327K -$7.62K -63 -2%
ACM
703
Advisors Capital Management
New Jersey
$325K +$30.3K +251 +10%
LAM
704
L2 Asset Management
Massachusetts
$324K +$19.7K +163 +6%
Financial Engines Advisors
705
Financial Engines Advisors
California
$322K -$14.9K -123 -4%
FC
706
Fulcrum Capital
Washington
$322K -$10.8K -89 -3%
TCIIS
707
TIAA-CREF Individual & Institutional Services
New York
$321K +$336K +2,782 New
IAIM
708
International Assets Investment Management
Florida
$319K -$11.1K -92 -3%
DBRC
709
D.B. Root & Company
Pennsylvania
$318K +$3.63K +30 +1%
SAM
710
Synergy Asset Management
Washington
$315K +$13.1K +108 +4%
MM
711
MQS Management
New York
$309K +$324K +2,676 New
JMFC
712
J.M. Forbes & Co
Massachusetts
$308K – – –
GP
713
GLR Partners
Maryland
$307K +$321K +2,659 New
BFM
714
Boothbay Fund Management
New York
$307K -$2.36M -19,538 -88%
CAWM
715
Capital Advisors Wealth Management
Washington
$306K +$725 +6 +0.2%
BCM
716
Brookstone Capital Management
Illinois
$306K -$1.64M -13,528 -84%
DWM
717
Drive Wealth Management
Utah
$306K +$5.44K +45 +2%
JCM
718
J2 Capital Management
Michigan
$305K +$5.8K +48 +2%
RPWA
719
Regent Peak Wealth Advisors
Georgia
$302K +$846 +7 +0.3%
FPH
720
Financial Planning Hawaii
Hawaii
$301K -$52K -430 -14%
DCM
721
DGS Capital Management
New Jersey
$300K +$314K +2,598 New
RB
722
Renasant Bank
Mississippi
$299K -$13.5K -112 -4%
BRWA
723
B. Riley Wealth Advisors
Florida
$296K +$19.5K +161 +7%
AFP
724
Ausdal Financial Partners
Iowa
$295K +$309K +2,558 New
Luther King Capital Management (LKCM)
725
Luther King Capital Management (LKCM)
Texas
$295K +$30.1K +249 +11%