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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
476
Brookstone Capital Management
Illinois
$283K +$90.7K +1,490 +28%
GRP
477
Global Retirement Partners
California
$282K -$881K -14,470 -68%
MFG
478
Magnus Financial Group
New York
$280K -$354K -5,820 -46%
SWM
479
Spire Wealth Management
Virginia
$277K -$348K -5,710 -46%
AMG
480
Advisors Management Group
Wisconsin
$273K +$13.4K +220 +3%
CCM
481
Coldstream Capital Management
Washington
$272K +$206K +3,380 +45%
MWM
482
Meridian Wealth Management
Kentucky
$270K +$394K +6,480 New
JSL
483
JT Stratford LLC
Georgia
$265K +$31K +510 +9%
OAM
484
Oxford Asset Management
United Kingdom
$265K +$387K +6,360 New
SGA
485
Seaport Global Advisors
Massachusetts
$264K -$273K -4,480 -41%
JCFM
486
JBR Co Financial Management
Oklahoma
$264K +$227K +3,730 +143%
BB
487
Bell Bank
North Dakota
$259K +$378K +6,210 New
GJIA
488
Glass Jacobson Investment Advisors
Maryland
$255K -$41.4K -680 -10%
OCM
489
Orion Capital Management
California
$254K +$54.8K +900 +17%
BFG
490
Bleakley Financial Group
New Jersey
$253K -$40.2K -660 -10%
QCM
491
Quantinno Capital Management
New York
$252K +$1.83K +30 +0.5%
LAM
492
Lifestyle Asset Management
Texas
$249K +$120K +1,970 +49%
TA
493
TrueWealth Advisors
Alabama
$247K +$180K +2,950 +99%
JAG
494
Journey Advisory Group
Kentucky
$246K – – –
ZIM
495
Zacks Investment Management
Illinois
$243K -$2.95M -48,480 -89%
Mackenzie Financial
496
Mackenzie Financial
Ontario, Canada
$242K -$2.14M -35,130 -38%
FCG
497
Fielder Capital Group
Tennessee
$242K – – –
KWM
498
Kingsview Wealth Management
Oregon
$240K -$575K -9,440 -62%
NFC
499
Northeast Financial Consultants
Connecticut
$240K – – –
ACM
500
Alpha Capital Management
Texas
$239K -$1.22K -20 -0.3%