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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
551
IHT Wealth Management
Illinois
$332K -$104K -436 -24%
BCA
552
Bay Colony Advisors
Massachusetts
$332K – – –
IA
553
IFP Advisors
Florida
$331K +$119K +499 +59%
AAM
554
Aureus Asset Management
Massachusetts
$330K +$319K +1,339 New
WRPWM
555
Werba Rubin Papier Wealth Management
California
$329K -$27.8K -117 -8%
AIS
556
American Investment Services
Massachusetts
$328K – – –
PDL
557
Portfolio Design Labs
California
$328K +$317K +1,331 New
DOA
558
D'Orazio & Associates
Virginia
$326K +$2.14K +9 +0.7%
AT
559
American Trust
Kentucky
$326K +$315K +1,323 New
MHR
560
Matthew Hamilton Rosenberg
$324K +$51.2K +215 +20%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$323K -$5.24K -22 -2%
CI Investments Inc
562
CI Investments Inc
Ontario, Canada
$321K – – –
SFC
563
SYM Financial Corp
Indiana
$318K +$307K +1,290 New
GWM
564
Gitterman Wealth Management
New Jersey
$316K +$25.5K +107 +9%
BL
565
Balentine LLC
Georgia
$314K – – –
AllianceBernstein
566
AllianceBernstein
Tennessee
$313K +$40.9K +172 +16%
GIA
567
Gateway Investment Advisers
Ohio
$311K +$26.6K +112 +10%
BWP
568
BSW Wealth Partners
Colorado
$310K +$34K +143 +13%
FRM
569
Fox Run Management
Connecticut
$310K +$300K +1,261 New
Rafferty Asset Management
570
Rafferty Asset Management
New York
$310K +$300K +1,261 New
ISL
571
Ingalls & Snyder LLC
New York
$308K – – –
HPC
572
HM Payson & Co
Maine
$308K -$140K -588 -32%
TPI
573
Trust Point Inc
Wisconsin
$307K +$8.57K +36 +3%
CHAM
574
Clear Harbor Asset Management
Connecticut
$307K – – –
AWM
575
Aprio Wealth Management
Georgia
$306K +$296K +1,242 New