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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
676
Lake Street Private Wealth
Illinois
$850K +$69K +560 +11%
BSAM
677
Blue Square Asset Management
New York
$847K +$37K +300 +5%
AO
678
Advisor OS
Illinois
$847K +$126K +1,020 +21%
GW
679
GW & Wade
Massachusetts
$846K -$37K -300 -5%
FWP
680
FAS Wealth Partners
Kansas
$839K -$8.63K -70 -1%
GAM
681
Griffin Asset Management
New York
$837K +$126K +1,020 +22%
MOS
682
MGO One Seven
Ohio
$832K -$446K -3,620 -8%
GWM
683
Geneos Wealth Management
Colorado
$818K -$912K -7,400 -57%
OC
684
Oakmont Corp
California
$818K – – –
KCM
685
Karp Capital Management
California
$818K +$372K +3,020 +117%
MMPW
686
Mitchell McLeod Pugh & Williams
Alabama
$817K +$64.1K +520 +10%
QI
687
QS Investors
New York
$817K +$80.1K +650 +13%
WP
688
WealthSource Partners
California
$812K -$35.7K -290 -5%
IA
689
IFG Advisory
Georgia
$810K +$271K +2,200 +66%
ISL
690
Ingalls & Snyder LLC
New York
$809K +$339K +2,750 +99%
RIG
691
Roosevelt Investment Group
New York
$805K – – –
Asset Management One
692
Asset Management One
Japan
$803K +$61.6K +500 +10%
QI
693
Qtron Investments
Massachusetts
$799K -$201K -1,630 -23%
FPS
694
Fieldpoint Private Securities
Connecticut
$798K -$24.6K -200 -4%
ZIM
695
Zacks Investment Management
Illinois
$794K +$2.46K +20 +0.4%
RJT
696
Raymond James Trust
Florida
$792K -$242K -1,960 -27%
CWG
697
Cornerstone Wealth Group
North Carolina
$792K – – –
BCM
698
Brookstone Capital Management
Illinois
$790K +$642K +5,210 New
MFA
699
Mayflower Financial Advisors
Massachusetts
$783K +$11.1K +90 +2%
FBB
700
Fulton Breakefield Broenniman
Maryland
$782K -$12.3K -100 -2%