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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
351
Ategra Capital Management
Virginia
$313K -$5.17K -116 -1%
CAAS
352
Capital Asset Advisory Services
Michigan
$309K -$6.59K -148 -2%
GWM
353
GSB Wealth Management
Connecticut
$303K – – –
RNC Capital Management
354
RNC Capital Management
California
$300K -$13.4K -300 -4%
EI
355
Ellevest Inc
New York
$298K -$208K -4,659 -37%
CGL
356
Clarius Group LLC
Washington
$296K -$63.9K -1,434 -16%
U.S. Capital Wealth Advisors
357
U.S. Capital Wealth Advisors
Texas
$295K -$75.8K -1,702 -18%
EGA
358
E&G Advisors
Texas
$295K -$66.8K -1,500 -16%
Prudential Financial
359
Prudential Financial
New Jersey
$291K +$47.1K +1,058 +16%
MA
360
Mezzasalma Advisors
New Jersey
$282K -$10.7K -240 -3%
RCAG
361
Rehmann Capital Advisory Group
Michigan
$282K +$330K +7,416 New
TCA
362
Transcend Capital Advisors
New Jersey
$281K -$22.1K -496 -6%
MPPW
363
Mitchell & Pahl Private Wealth
Oklahoma
$280K -$25.8K -579 -7%
ABLA
364
Alan B. Lancz & Associates
Ohio
$280K – – –
SWM
365
SeaCrest Wealth Management
New York
$278K +$42.3K +950 +15%
WFA
366
Wipfli Financial Advisors
Wisconsin
$275K +$322K +7,222 New
Independent Advisor Alliance
367
Independent Advisor Alliance
North Carolina
$271K -$37.8K -849 -11%
SCM
368
Stonebridge Capital Management
California
$271K -$22.3K -500 -7%
Pathstone Family Office
369
Pathstone Family Office
New Jersey
$271K -$70.5K -1,582 -19%
SRC
370
Sage Rhino Capital
California
$270K -$27.4K -616 -8%
Brown Brothers Harriman & Co
371
Brown Brothers Harriman & Co
New York
$270K +$25.9K +582 +9%
Perigon Wealth Management
372
Perigon Wealth Management
California
$269K -$71.8K -1,612 -19%
Daiwa Securities Group
373
Daiwa Securities Group
Japan
$269K -$847 -19 -0.3%
IFP Advisors
374
IFP Advisors
Florida
$267K +$7.98K +179 +3%
MC
375
Moors & Cabot
Massachusetts
$265K -$4.86K -109 -2%