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Name Holding Trade Value Shares
Change
Change in
Stake
HR
851
Hayden Royal
North Carolina
$430K -$22.2K -180 -6%
KPW
852
Kore Private Wealth
New York
$430K +$50.5K +410 +16%
ANHIM
853
Alan N. Hoffman Investment Management
Massachusetts
$430K +$113K +920 +46%
RCM
854
RB Capital Management
Nevada
$427K +$87.5K +710 +32%
RC
855
Rinet Company
Massachusetts
$425K – – –
AFM
856
Abbot Financial Management
Massachusetts
$425K +$65.3K +530 +22%
ACA
857
Atlas Capital Advisors
Wyoming
$424K – – –
SA
858
Strategic Advisors
New York
$423K +$357K +2,900 New
VC
859
Veracity Capital
Georgia
$422K +$45.6K +370 +15%
NFG
860
Nations Financial Group
Iowa
$421K +$2.46K +20 +0.7%
PP
861
PDS Planning
Ohio
$419K +$83.8K +680 +31%
CIM
862
Chapman Investment Management
California
$416K – – –
AWA
863
Arkadios Wealth Advisors
Georgia
$416K +$53K +430 +18%
SRAM
864
Spouting Rock Asset Management
Pennsylvania
$415K -$32K -260 -8%
UAS
865
United Asset Strategies
New York
$411K -$12.3K -100 -3%
CCM
866
CAAS Capital Management
New York
$409K -$148K -1,200 -30%
DR
867
Davis Rea
Ontario, Canada
$408K +$111K +900 +48%
GC
868
GFG Capital
Florida
$405K +$9.86K +80 +3%
CFB
869
Cullen/Frost Bankers
Texas
$403K – – –
PEA
870
Pacific Edge Advisors
California
$403K – – –
DLA
871
Douglas Lane & Associates
New York
$403K +$29.6K +240 +10%
ICG
872
InterOcean Capital Group
Tennessee
$402K – – –
NAS
873
Nicolet Advisory Services
Wisconsin
$399K +$336K +2,730 New
Verition Fund Management
874
Verition Fund Management
Connecticut
$397K -$670K -5,440 -67%
EWA
875
Evolution Wealth Advisors
Florida
$396K – – –