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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1251
Keudell/Morrison Wealth Management
Oregon
$452K +$2.64K +24 +0.6%
RCA
1252
Rowland Carmichael Advisors
Arizona
$445K -$8.59K -78 -2%
LWAC
1253
Laurel Wealth Advisors (California)
California
$445K +$140K +1,270 +42%
AWA
1254
AmeriServ Wealth Advisors
Pennsylvania
$443K +$6.17K +56 +1%
SBH
1255
Segall Bryant & Hamill
Illinois
$439K
AIC
1256
Archer Investment Corporation
Indiana
$439K +$5.51K +50 +1%
NAM
1257
NorthCoast Asset Management
Connecticut
$439K +$466K +4,234 New
BHTS
1258
Bar Harbor Trust Services
Maine
$435K
BAM
1259
Boyar Asset Management
New York
$434K -$30.8K -280 -6%
PCG
1260
Private Capital Group
Connecticut
$431K +$100K +908 +28%
OIA
1261
OneDigital Investment Advisors
Kansas
$430K -$6.28K -57 -1%
OCM
1262
One Capital Management
California
$429K -$69.1K -627 -13%
TWI
1263
Thomas White International
Illinois
$429K
BW
1264
Bison Wealth
Georgia
$428K -$29.3K -266 -6%
KLCM
1265
KG&L Capital Management
Louisiana
$426K +$36.6K +332 +9%
CF
1266
Centaurus Financial
California
$423K +$211K +1,912 +88%
Lido Advisors
1267
Lido Advisors
California
$422K +$45.6K +414 +11%
WWM
1268
WT Wealth Management
Arizona
$421K +$449K +4,073 New
RA
1269
Royce & Associates
New York
$420K
LA
1270
LVW Advisors
New York
$417K -$13.4K -122 -3%
CCA
1271
Catalyst Capital Advisors
New York
$415K -$17.1K -155 -4%
EMB
1272
Elefante Mark B
$414K +$6.39K +58 +1%
IIM
1273
Intact Investment Management
Quebec, Canada
$414K +$99.1K +900 +29%
LBD
1274
Landsberg Bennett & Dubbaneh
Florida
$413K -$64.8K -588 -13%
CG
1275
Cynosure Group
Utah
$412K -$155K -1,407 -26%