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Name Holding Trade Value Shares
Change
Change in
Stake
VDI
726
Vaughan David Investments
Illinois
$239K +$31K +400 +15%
SI
727
SimpliFi Inc
California
$238K +$1.86K +24 +0.8%
KW
728
KWB Wealth
California
$237K
PG
729
Patten Group
Tennessee
$237K +$25.5K +330 +12%
CI
730
CX Institutional
Indiana
$236K +$236K +3,050 New
AFCM
731
Applied Finance Capital Management
Puerto Rico
$235K +$235K +3,036 New
IDA
732
Intelligence Driven Advisers
California
$234K
HP
733
Hilltop Partners
Indiana
$234K +$234K +3,028 New
IGGA
734
Iron Gate Global Advisors
Utah
$234K +$1.7K +22 +0.7%
BF
735
BOK Financial
Oklahoma
$232K +$9.44K +122 +4%
CT
736
Colonial Trust
South Carolina
$232K -$61.6K -796 -21%
AWM
737
Aevitas Wealth Management
Massachusetts
$232K +$619 +8 +0.3%
WSC
738
Wellington Shields & Co
New York
$232K
SCM
739
SOL Capital Management
Maryland
$230K
TIMH
740
Tilt Investment Management Holdings
New York
$230K +$228K +2,952 New
OTL
741
Oak Thistle LLC
New York
$229K +$230K +2,968 New
P
742
Pitcairn
Pennsylvania
$228K +$14.2K +184 +7%
TA
743
TFB Advisors
Kansas
$226K +$227K +2,928 New
AWA
744
Arete Wealth Advisors
Illinois
$226K +$226K +2,920 New
HFM
745
Hartford Funds Management
Pennsylvania
$225K +$225K +2,910 New
HCM
746
Howland Capital Management
Massachusetts
$224K
SIA
747
Schechter Investment Advisors
Michigan
$223K +$224K +2,892 New
EWA
748
EverSource Wealth Advisors
Alabama
$223K +$15.3K +198 +7%
BFA
749
Beaumont Financial Advisors
Massachusetts
$222K +$929 +12 +0.4%
PSP
750
Pacific Sage Partners
Washington
$221K +$222K +2,864 New