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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1126
Ostrum Asset Management
France
$336K – – –
GH
1127
GAM Holding
Switzerland
$334K +$26.5K +495 +7%
LMFP
1128
Larry Mathis Financial Planning
Arizona
$332K +$4.5K +84 +1%
FFN
1129
Focus Financial Network
Minnesota
$332K +$4.98K +93 +1%
MWM
1130
Maridea Wealth Management
New York
$331K +$139K +2,592 +57%
IF
1131
Intrua Financial
Texas
$331K -$79.6K -1,485 -17%
HIP
1132
Harrell Investment Partners
Texas
$331K +$381K +7,114 New
PFA
1133
Pure Financial Advisors
California
$330K +$9.38K +175 +3%
TWM
1134
TRB Wealth Management
Texas
$329K +$55.5K +1,035 +17%
MPWS
1135
McCarter Private Wealth Services
Massachusetts
$328K +$378K +7,050 New
DTC
1136
Davidson Trust Company
Washington
$327K – – –
TAFW
1137
Tred Avon Family Wealth
Maryland
$327K +$108K +2,013 +40%
WSC
1138
Wellington Shields & Co
New York
$325K -$21.4K -400 -5%
WWM
1139
Western Wealth Management
Colorado
$325K -$29.6K -552 -7%
SL
1140
Summitry LLC
California
$324K -$2.46K -46 -0.7%
BBA
1141
BLB&B Advisors
Pennsylvania
$323K +$750 +14 +0.2%
RC
1142
Rexford Capital
Texas
$321K -$6.43K -120 -2%
RFP
1143
Roth Financial Partners
Texas
$321K – – –
AFM
1144
Abbot Financial Management
Massachusetts
$319K – – –
BRWA
1145
B. Riley Wealth Advisors
Florida
$318K +$92.9K +1,733 +34%
VT
1146
Volterra Technologies
New York
$318K +$367K +6,845 New
Capstone Investment Advisors
1147
Capstone Investment Advisors
New York
$317K +$366K +6,824 New
AHL
1148
Abel Hall LLC
Louisiana
$314K -$41.9K -782 -10%
LW
1149
Linscomb Wealth
Texas
$314K -$259K -4,826 -42%
SAG
1150
SageView Advisory Group
California
$313K +$82.2K +1,533 +30%