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Name Holding Trade Value Shares
Change
Change in
Stake
DTC
1101
Davidson Trust Company
Washington
$238K -$15K -433 -6%
HR
1102
Hardy Reed
Mississippi
$237K -$9.02K -260 -4%
PPWP
1103
Premier Path Wealth Partners
New Jersey
$236K -$94.5K -2,725 -28%
IFWM
1104
Institute for Wealth Management
Colorado
$236K -$2.39K -69 -1%
IAS
1105
Investment Advisory Services
Texas
$235K -$347 -10 -0.1%
TSS
1106
Two Sigma Securities
New York
$234K +$240K +6,911 New
RFP
1107
Roth Financial Partners
Texas
$233K
EHC
1108
Everett Harris & Co
California
$233K
SCM
1109
Sterneck Capital Management
Missouri
$231K
RB
1110
Rodgers Brothers
Pennsylvania
$231K
AC
1111
Avestar Capital
New York
$229K -$39.6K -1,141 -14%
WT
1112
Whittier Trust
California
$229K +$47.8K +1,378 +26%
WIA
1113
World Investment Advisors
California
$228K +$33.8K +974 +17%
OAM
1114
Oxford Asset Management
United Kingdom
$226K +$232K +6,699 New
CAG
1115
Csenge Advisory Group
Florida
$226K -$18.1K -522 -7%
CC
1116
Chicago Capital
Illinois
$226K -$25.7K -740 -10%
BRWA
1117
B. Riley Wealth Advisors
Florida
$225K +$231K +6,669 New
FVWA
1118
Foster Victor Wealth Advisors
South Carolina
$225K +$1.56K +45 +0.7%
FFO
1119
Fiduciary Family Office
Florida
$224K -$458K -13,195 -67%
FIA
1120
Foundations Investment Advisors
Arizona
$224K -$368K -10,621 -62%
WSCM
1121
Wellington Shields Capital Management
New York
$220K +$73.4K +2,117 +48%
PC
1122
Pecaut & Co
Iowa
$220K
CSPIA
1123
Cary Street Partners Investment Advisory
Virginia
$219K -$43.2K -1,245 -16%
HFP
1124
Holistic Financial Partners
Indiana
$218K -$7.56K -218 -3%
GM
1125
GeoWealth Management
Illinois
$217K +$101K +2,909 +83%