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Name Holding Trade Value Shares
Change
Change in
Stake
MC
801
MRJ Capital
New York
$316K +$304K +9,900 New
RWB
802
RMR Wealth Builders
New Jersey
$315K -$7.99K -260 -3%
KA
803
KLCM Advisors
Wisconsin
$315K
EHC
804
Everett Harris & Co
California
$314K
OFG
805
Oxford Financial Group
Indiana
$313K
IF
806
Intrua Financial
Texas
$312K +$9.22K +300 +3%
AIC
807
Ameritas Investment Company
Nebraska
$309K +$29K +944 +30%
9WM
808
9258 Wealth Management
Ohio
$308K +$46.3K +1,508 +19%
WJWM
809
Williams Jones Wealth Management
New York
$307K -$2.43K -79 -0.8%
PWMG
810
Prestige Wealth Management Group
New Jersey
$305K +$11.8K +383 +4%
AAM
811
Aureus Asset Management
Massachusetts
$302K -$337K -10,984 -54%
PWM
812
Perigon Wealth Management
California
$301K +$31.5K +1,025 +12%
1SB
813
1ST Source Bank
Indiana
$300K +$56.4K +1,835 +24%
Bank Julius Baer & Co
814
Bank Julius Baer & Co
Switzerland
$299K +$287K +9,341 New
Cerity Partners
815
Cerity Partners
New York
$296K -$8.48K -276 -3%
WPW
816
Warther Private Wealth
Ohio
$296K +$275K +8,940 New
CBN
817
Cadence Bank NA
Texas
$295K +$1.32K +43 +0.5%
WP
818
WealthSource Partners
California
$294K -$16.3K -532 -5%
IRC
819
Investors Research Corp
Georgia
$293K
PPP
820
Private Portfolio Partners
New Jersey
$293K +$281K +9,150 New
BHWM
821
Bar Harbor Wealth Management
New Hampshire
$291K -$4.61K -150 -2%
GD
822
Grandfield & Dodd
New York
$290K -$768 -25 -0.3%
WAP
823
Wealthcare Advisory Partners
Pennsylvania
$290K +$6.24K +203 +2%
SPC
824
Sigma Planning Corp
Michigan
$289K +$26.2K +853 +10%
HSA
825
HBK Sorce Advisory
Pennsylvania
$288K -$5.22K -170 -2%