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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
676
Williams Jones Wealth Management
New York
$288K
TAM
677
Tucker Asset Management
Colorado
$286K +$307K +3,790 New
HGERS
678
Householder Group Estate & Retirement Specialist
Arizona
$286K -$162 -2 -0.1%
CT
679
Colonial Trust
South Carolina
$285K +$308K +3,804 New
RCM
680
RB Capital Management
Nevada
$284K +$809 +10 +0.3%
OCM
681
One Capital Management
California
$283K
WFA
682
Wipfli Financial Advisors
Wisconsin
$282K +$303K +3,746 New
NP
683
NorthRock Partners
Minnesota
$280K +$809 +10 +0.3%
CAGAS
684
Capital Advisory Group Advisory Services
Minnesota
$278K
Parallax Volatility Advisers
685
Parallax Volatility Advisers
California
$273K +$167K +2,058 +130%
CT
686
Caldwell Trust
Florida
$273K +$34.5K +426 +13%
PCM
687
Presidio Capital Management
California
$271K
WF
688
Welch & Forbes
Massachusetts
$269K +$46.1K +570 +19%
OWA
689
Octavia Wealth Advisors
Ohio
$268K -$2.75K -34 -0.9%
SXL
690
Summit X LLC
Missouri
$266K +$4.21K +52 +1%
B
691
Bellecapital
Switzerland
$259K +$279K +3,452 New
WA
692
WealthTrust Axiom
Pennsylvania
$258K
BCM
693
Brookstone Capital Management
Illinois
$255K +$1.94K +24 +0.7%
PCM
694
Prelude Capital Management
New York
$255K +$37.5K +464 +16%
VFA
695
Valeo Financial Advisors
Indiana
$255K +$275K +3,396 New
MFG
696
Magnus Financial Group
New York
$254K +$1.94K +24 +0.7%
TWM
697
TriaGen Wealth Management
California
$253K
Lido Advisors
698
Lido Advisors
California
$253K +$17.8K +220 +7%
APA
699
American Portfolios Advisors
New York
$252K -$273K -3,376 -50%
C
700
CEDRUS
Colorado
$250K +$31.9K +394 +13%