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Name Holding Trade Value Shares
Change
Change in
Stake
APA
1026
American Portfolios Advisors
New York
$489K -$95.7K -1,201 -17%
WTC
1027
WhitTier Trust Company
Nevada
$485K +$33.9K +425 +8%
IA
1028
IFG Advisory
Georgia
$478K -$39K -490 -8%
AWM
1029
Altium Wealth Management
New York
$477K -$127K -1,592 -22%
CONA
1030
Capital One National Association
New York
$468K -$51.6K -648 -10%
JIP
1031
Jaffetilchin Investment Partners
Florida
$466K -$19.5K -245 -4%
WA
1032
Waverly Advisors
Alabama
$465K
HCM
1033
Howland Capital Management
Massachusetts
$460K
QCG
1034
Quadrant Capital Group
Ohio
$460K +$478 +6 +0.1%
BDF
1035
Balasa Dinverno & Foltz
$460K +$4.86K +61 +1%
Koshinski Asset Management
1036
Koshinski Asset Management
Illinois
$459K -$13.5K -170 -3%
SS
1037
Simplicity Solutions
Minnesota
$455K +$191K +2,395 +78%
BL
1038
BFSG LLC
California
$454K +$70.6K +886 +19%
SIG
1039
Sky Investment Group
Connecticut
$452K
BW
1040
Bison Wealth
Georgia
$451K +$9.88K +124 +2%
FLI
1041
Family Legacy Inc
South Carolina
$449K +$29.1K +365 +7%
AWM
1042
AE Wealth Management
Kansas
$445K +$25.4K +319 +6%
BSW
1043
Buckingham Strategic Wealth
Missouri
$444K +$183K +2,294 +75%
CMBA
1044
C.M. Bidwell & Associates
Hawaii
$443K -$5.58K -70 -1%
GCMG
1045
Gyroscope Capital Management Group
Florida
$443K +$64.2K +806 +18%
RIM
1046
Regent Investment Management
Kentucky
$441K
YWP
1047
YorkBridge Wealth Partners
New York
$440K -$13.4K -168 -3%
ARMT
1048
Amica Retiree Medical Trust
Rhode Island
$440K
DWM
1049
Dakota Wealth Management
Florida
$439K +$420K +5,274 New
LJHT
1050
Laurie J. Hall Trustee
$437K +$108K +1,350 +35%