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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Axxcess Wealth Management
California
$485K +$457K +4,700 New
BA
377
Bridge Advisory
California
$479K
TF
378
Trek Financial
Arizona
$474K +$55.6K +572 +14%
LWM
379
Laidlaw Wealth Management
New York
$472K +$445K +4,578 New
LFM
380
LGT Fund Management
Liechtenstein
$464K +$437K +4,500 New
WP
381
WMS Partners
Maryland
$463K -$53.8K -554 -11%
BM
382
Brandywine Managers
Delaware
$463K
AssetMark Inc
383
AssetMark Inc
California
$460K +$396K +4,074 +1,055%
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$458K +$19.2K +198 +5%
WCP
385
Wick Capital Partners
Pennsylvania
$458K +$431K +4,438 New
VBFG
386
Vishria Bird Financial Group
Tennessee
$457K +$430K +4,430 New
CL
387
CSS LLC
Illinois
$454K +$427K +4,400 New
RIL
388
Rothschild Investment LLC
Illinois
$443K +$21.9K +225 +6%
BCA
389
Bay Colony Advisors
Massachusetts
$441K +$69.3K +713 +20%
KWM
390
Kingsview Wealth Management
Oregon
$436K +$410K +4,222 New
Prudential Financial
391
Prudential Financial
New Jersey
$432K +$1.36K +14 +0.3%
VCM
392
Virtue Capital Management
Tennessee
$430K +$30.4K +313 +8%
Rafferty Asset Management
393
Rafferty Asset Management
New York
$425K +$126K +1,292 +46%
GC
394
Grimes & Company
Massachusetts
$423K +$11K +113 +3%
MTIM
395
Marathon Trading Investment Management
Pennsylvania
$421K +$9.71K +100 +3%
SWP
396
Stratos Wealth Partners
Ohio
$420K +$5.83K +60 +1%
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$419K +$44.7K +460 +13%
DCM
398
DGS Capital Management
New Jersey
$413K +$389K +4,000 New
PHS
399
Pekin Hardy Strauss
Illinois
$410K -$14.8K -152 -4%
TWC
400
TD Waterhouse Canada
Ontario, Canada
$408K +$402K +4,143 New