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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1176
Blue Chip Wealth Management
Florida
$718K -$27.1K -260 -4%
CA
1177
Centerpoint Advisors
Massachusetts
$716K -$14.3K -137 -2%
OBGC
1178
O'Brien Greene & Co
Pennsylvania
$713K
LIM
1179
Leavell Investment Management
Alabama
$709K -$7.82K -75 -1%
SMFS
1180
Squar Milner Financial Services
California
$707K -$121K -1,161 -15%
BCM
1181
BTC Capital Management
Iowa
$707K -$56.5K -542 -8%
OL
1182
Optas LLC
Texas
$707K +$680K +6,524 New
FFC
1183
First Financial Corp
Indiana
$705K +$26.7K +256 +4%
AOWM
1184
Alpha Omega Wealth Management
Virginia
$703K -$26.9K -258 -4%
FEM
1185
Fulcrum Equity Management
Texas
$703K +$30.6K +294 +5%
PWSG
1186
Pacific Wealth Strategies Group
California
$702K -$419K -4,016 -38%
LSAG
1187
Lake Street Advisors Group
New Hampshire
$701K +$48.4K +464 +8%
FWIA
1188
Fort Washington Investment Advisors
Ohio
$700K -$212K -2,034 -24%
FAIM
1189
Financial Advocates Investment Management
Washington
$697K +$1.88K +18 +0.3%
AIA
1190
Avalon Investment & Advisory
Texas
$696K -$17.8M -171,269 -96%
TSW
1191
Thompson Siegel & Walmsley
Virginia
$692K -$208K -2,000 -24%
BFO
1192
Boston Family Office
Massachusetts
$691K
TSS
1193
Two Sigma Securities
New York
$690K -$83.2K -798 -11%
WBC
1194
West Branch Capital
Massachusetts
$688K -$626K -6,011 -49%
PAS
1195
Park Avenue Securities
New York
$688K +$25K +240 +4%
CT
1196
Coastline Trust
Rhode Island
$686K -$145K -1,393 -18%
IWC
1197
Integrated Wealth Concepts
Massachusetts
$686K +$34.5K +331 +6%
Fayez Sarofim & Co
1198
Fayez Sarofim & Co
Texas
$686K +$104K +1,000 +19%
FC
1199
Fayerweather Charles
$685K +$18.8K +180 +3%
AA
1200
Apriem Advisors
California
$685K +$78.2K +750 +13%