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Name Holding Trade Value Shares
Change
Change in
Stake
AT
526
American Trust
Kentucky
$322K +$65.7K +295 +25%
PWG
527
Portside Wealth Group
Utah
$321K +$328K +1,471 New
OAM
528
Oberweis Asset Management
Illinois
$317K
SWM
529
SeaCrest Wealth Management
New York
$316K +$3.79K +17 +1%
RJT
530
Raymond James Trust
Florida
$315K +$4.24K +19 +1%
MFWM
531
Motley Fool Wealth Management
Virginia
$313K -$16M -71,782 -98%
FMLI
532
Fukoku Mutual Life Insurance
Japan
$312K -$25.4K -114 -7%
MG
533
Mather Group
Illinois
$311K +$73.1K +328 +30%
DACG
534
Donor Advised Charitable Giving
California
$308K
MNBTD
535
Moody National Bank Trust Division
Texas
$307K
SWP
536
ShoreHaven Wealth Partners
New Jersey
$304K
WHG
537
Westwood Holdings Group
Texas
$304K +$26.7K +120 +9%
MYAM
538
Meiji Yasuda Asset Management
Japan
$302K +$3.34K +15 +1%
AL
539
Aspiriant LLC
California
$296K
SW
540
SVB Wealth
Massachusetts
$295K -$25.6K -115 -8%
Parallax Volatility Advisers
541
Parallax Volatility Advisers
California
$291K +$297K +1,334 New
CAM
542
Cypress Asset Management
Texas
$290K
XC
543
XY Capital
Hong Kong
$288K +$294K +1,317 New
IA
544
Inspire Advisors
Idaho
$282K +$35.4K +159 +14%
SFA
545
Sequoia Financial Advisors
Ohio
$278K +$35K +157 +14%
FAIM
546
Financial Advocates Investment Management
Washington
$274K -$446 -2 -0.2%
CCG
547
Chatham Capital Group
Georgia
$273K
PA
548
Parallel Advisors
California
$273K -$1.11K -5 -0.4%
CCIA
549
Campbell & Co Investment Adviser
Maryland
$271K -$33K -148 -11%
CII
550
Capital International Inc
California
$269K +$275K +1,233 New