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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
576
Avalon Investment & Advisory
Texas
$282K +$223K +850 New
PP
577
Professional Planning
California
$279K +$221K +841 New
CA
578
Continuum Advisory
Idaho
$278K +$220K +837 New
BFS
579
Bard Financial Services
Connecticut
$274K +$216K +825 New
PRC
580
Pearl River Capital
Michigan
$273K +$216K +822 New
OIA
581
Optimum Investment Advisors
Illinois
$268K +$39.3K +150 +23%
CCM
582
Cox Capital Management
Massachusetts
$266K +$210K +800 New
EW
583
Evoke Wealth
California
$264K -$75.5K -288 -27%
BA
584
Bellwether Advisors
Nebraska
$264K +$209K +798 New
TCM
585
Traynor Capital Management
Pennsylvania
$264K +$209K +798 New
MWA
586
Moser Wealth Advisors
Washington
$262K
MFA
587
Mayflower Financial Advisors
Massachusetts
$262K +$207K +790 New
SF
588
Symphony Financial
Texas
$262K +$216K +825 New
FMT
589
First Mercantile Trust
Tennessee
$261K +$206K +786 New
LWA
590
Lineweaver Wealth Advisors
Ohio
$259K +$205K +782 New
KLCM
591
KG&L Capital Management
Louisiana
$258K -$525K -2,000 -72%
FP
592
Foundry Partners
Minnesota
$258K +$204K +776 New
GIA
593
Gladstone Institutional Advisory
Florida
$258K +$204K +778 New
FANJ
594
Financial Architects (New Jersey)
New Jersey
$257K +$203K +774 New
MIH
595
Meitav Investment House
Israel
$254K -$304K -1,160 -61%
GI
596
GS Investments
Minnesota
$251K
CCA
597
Checchi Capital Advisers
California
$251K +$199K +757 New
NCM
598
Novare Capital Management
North Carolina
$249K +$197K +750 New
TMAM
599
Tokio Marine Asset Management
Japan
$249K +$197K +750 New
IA
600
IFP Advisors
Florida
$247K -$53.3K -203 -22%