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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
726
Howland Capital Management
Massachusetts
$216K – – –
KA
727
Kovack Advisors
Florida
$216K +$161 +2 +0.1%
ED
728
Exane Derivatives
France
$215K -$588K -7,322 -72%
BFA
729
Beaumont Financial Advisors
Massachusetts
$215K – – –
BF
730
BOK Financial
Oklahoma
$215K +$2.25K +28 +1%
EWM
731
Evercore Wealth Management
New York
$211K – – –
PIN
732
Prudent Investors Network
California
$211K – – –
WBC
733
West Branch Capital
Massachusetts
$211K – – –
ACM
734
Advisors Capital Management
New Jersey
$209K -$8.51K -106 -4%
P
735
Pitcairn
Pennsylvania
$209K +$4.01K +50 +2%
DWP
736
Destiny Wealth Partners
Florida
$209K +$224K +2,784 New
OTL
737
Oak Thistle LLC
New York
$209K +$224K +2,788 New
GIA
738
Gateway Investment Advisers
Ohio
$207K – – –
DWM
739
Destination Wealth Management
California
$205K +$220K +2,734 New
RA
740
RFG Advisory
Alabama
$204K +$205K +2,558 New
MA
741
Montag & Associates
Georgia
$203K – – –
KPW
742
Kore Private Wealth
New York
$202K -$85.8K -1,068 -28%
FWM
743
Fortress Wealth Management
California
$202K -$37.1K -462 -15%
VDI
744
Vaughan David Investments
Illinois
$202K – – –
FIB
745
First Interstate Bank
Montana
$201K +$215K +2,678 New
DMBA
746
Deseret Mutual Benefit Administrators
Utah
$194K – – –
AF
747
Advisornet Financial
Minnesota
$186K +$37.6K +468 +23%
GFPC
748
Global Financial Private Client
Florida
$183K +$191K +2,378 New
HWA
749
Heritage Wealth Advisors
Virginia
$175K – – –
GRP
750
Global Retirement Partners
California
$175K +$16.9K +210 +10%