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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Accurate Wealth Management
Florida
$260K +$58.3K +710 +23%
IP
852
Investment Partners
Ohio
$260K +$153K +1,860 +94%
VWM
853
Vigilare Wealth Management
Arizona
$258K -$591K -7,200 -65%
GT
854
Glenview Trust
Kentucky
$257K -$45.2K -550 -13%
SWA
855
SFMG Wealth Advisors
Texas
$257K +$32K +390 +11%
AS
856
Altshuler Shaham
Israel
$257K +$312K +3,800 New
CIA
857
Capital Investment Advisors
Georgia
$256K +$28.7K +350 +10%
DA
858
Doliver Advisors
Texas
$256K +$311K +3,790 New
OPWM
859
Oakwell Private Wealth Management
Texas
$255K +$53.4K +650 +21%
TSS
860
Two Sigma Securities
New York
$254K -$859K -10,460 -74%
FANJ
861
Financial Architects (New Jersey)
New Jersey
$254K +$1.64K +20 +0.5%
GG
862
Gleason Group
Kentucky
$253K +$144K +1,750 +88%
C
863
Covestor
United Kingdom
$253K +$250K +3,050 +436%
DCM
864
Donaldson Capital Management
Indiana
$251K +$16.4K +200 +6%
RFA
865
Resurgent Financial Advisors
Georgia
$251K +$305K +3,710 New
CCA
866
Catalyst Capital Advisors
New York
$250K – – –
FNBT
867
FineMark National Bank & Trust
Florida
$249K -$41.9K -510 -12%
FWCM
868
Ferguson Wellman Capital Management
Oregon
$249K +$821 +10 +0.3%
BC
869
Burney Company
Virginia
$246K +$12.3K +150 +4%
MOS
870
MGO One Seven
Ohio
$244K -$199K -2,420 -6%
RI
871
Redwood Investments
Massachusetts
$243K -$97.7K -1,190 -25%
JWM
872
JGP Wealth Management
Oregon
$243K – – –
QCIG
873
Quad-Cities Investment Group
Iowa
$243K +$119K +1,450 +67%
Macquarie Group
874
Macquarie Group
Australia
$241K -$10.1M -123,120 -97%
JWBC
875
J.W. Burns & Co
New York
$241K -$78K -950 -21%