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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$236K +$233K +4,511 +217%
CLOS
352
Compagnie Lombard Odier SCmA
Switzerland
$233K +$335K +6,500 New
MWM
353
Meridian Wealth Management
Kentucky
$231K -$41.1K -798 -11%
FT
354
Fiduciary Trust
Massachusetts
$228K -$312K -6,050 -49%
BCM
355
Beck Capital Management
Texas
$227K -$43.3K -839 -12%
PCM
356
Parsons Capital Management
Rhode Island
$226K +$325K +6,300 New
ACI
357
Alpha Cubed Investments
California
$225K +$324K +6,290 New
QI
358
QS Investors
New York
$219K +$314K +6,100 New
SFA
359
Sequoia Financial Advisors
Ohio
$219K +$315K +6,111 New
Vanguard Personalized Indexing Management
360
Vanguard Personalized Indexing Management
California
$219K +$315K +6,118 New
DA
361
DCM Advisors
New York
$216K -$483K -9,371 -61%
RG
362
Rathbones Group
United Kingdom
$215K
KFA
363
Kelleher Financial Advisors
New York
$215K +$309K +6,000 New
GG
364
Gofen & Glossberg
Illinois
$213K -$77.3K -1,500 -20%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$209K
IWM
366
IHT Wealth Management
Illinois
$207K +$297K +5,765 New
FLPIM
367
F.L. Putnam Investment Management
Massachusetts
$207K +$298K +5,772 New
SI
368
Stephens Inc
Arkansas
$207K +$298K +5,775 New
WAM
369
World Asset Management
Michigan
$202K +$9.69K +188 +3%
BAMF
370
BI Asset Management Fondsmaeglerselskab
Denmark
$193K +$278K +5,395 New
VCM
371
Vigilant Capital Management
Maine
$188K
CFD
372
Creative Financial Designs
Indiana
$173K -$304K -5,900 -55%
IA
373
IFP Advisors
Florida
$169K -$89.5K -1,736 -27%
AWA
374
Arkadios Wealth Advisors
Georgia
$162K -$113K -2,200 -33%
IAIM
375
International Assets Investment Management
Florida
$159K +$121K +2,355 +107%