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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
SeaCrest Wealth Management
New York
$349K -$263 -3 -0.1%
SF
752
Summit Financial
New Jersey
$348K +$345K +3,940 New
LWM
753
Lionshead Wealth Management
New York
$346K +$345K +3,946 New
IBOK
754
Independence Bank of Kentucky
Kentucky
$345K +$243K +2,776 +240%
CI
755
Conning Inc
Connecticut
$344K -$22.1K -252 -6%
LFP
756
Lakeshore Financial Planning
Michigan
$344K +$438 +5 +0.1%
BIG
757
Brooklyn Investment Group
New York
$344K +$27K +308 +9%
CHP
758
Cable Hill Partners
Oregon
$343K
WLG
759
Williamson Legacy Group
Indiana
$343K
CPSAC
760
Chas P. Smith & Associates (CPS)
Florida
$342K
GS
761
GTS Securities
Florida
$342K -$261K -2,981 -43%
SB
762
Simmons Bank
Arkansas
$340K -$6.74K -77 -2%
CFO
763
Callan Family Office
Pennsylvania
$339K +$339K +3,868 New
DTC
764
Davidson Trust Company
Washington
$338K
GKWIM
765
Gerber Kawasaki Wealth & Investment Management
California
$334K +$9.89K +113 +3%
LWM
766
LJI Wealth Management
Indiana
$333K
SVWAG
767
Sound View Wealth Advisors Group
Georgia
$332K +$43.4K +496 +15%
AIC
768
Archer Investment Corporation
Indiana
$331K
OFG
769
OmniStar Financial Group
North Carolina
$328K -$328K -3,751 -50%
RIM
770
Redwood Investment Management
Arizona
$327K -$4.55M -51,992 -93%
Fisher Asset Management
771
Fisher Asset Management
Washington
$326K +$325K +3,713 New
CA
772
Continuum Advisory
Idaho
$325K +$875 +10 +0.3%
SCM
773
SOL Capital Management
Maryland
$325K +$17.9K +205 +6%
WIA
774
World Investment Advisors
California
$322K +$322K +3,676 New
RIL
775
Rothschild Investment LLC
Illinois
$321K -$61.4K -702 -16%