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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Affinity Wealth Management
Delaware
$437K +$470K +6,974 New
XS
802
XR Securities
Illinois
$437K +$470K +6,975 New
SWM
803
SeaCrest Wealth Management
New York
$434K -$3.51K -52 -0.7%
EFS
804
Essex Financial Services
Connecticut
$434K +$135 +2 +0%
AWM
805
AE Wealth Management
Kansas
$432K +$270 +4 +0.1%
BAS
806
Brown Advisory Securities
Maryland
$430K +$22.2K +329 +5%
NIM
807
NuWave Investment Management
New Jersey
$427K -$104K -1,541 -18%
MCA
808
Mercer Capital Advisers
New Jersey
$427K
GT
809
Glenview Trust
Kentucky
$423K
BUB
810
BBVA USA Bancshares
Texas
$421K +$15.2K +226 +3%
SC
811
Savant Capital
Illinois
$421K +$91.5K +1,357 +25%
SVWA
812
Sound View Wealth Advisors
Georgia
$415K +$447K +6,623 New
KCP
813
KDI Capital Partners
North Carolina
$414K -$317K -4,700 -42%
MIM
814
Montgomery Investment Management
Maryland
$414K -$80.9K -1,200 -15%
SAA
815
Southeast Asset Advisors
Georgia
$414K
WAM
816
Wealthspire Advisors (Maryland)
Maryland
$414K +$30.5K +452 +7%
CCA
817
Checchi Capital Advisers
California
$411K -$64.7K -959 -13%
PT
818
Plimoth Trust
Massachusetts
$411K -$17.5K -260 -4%
RBFC
819
Roman Butler Fullerton & Co
Missouri
$411K +$438K +6,501 New
EDRIA
820
Edmonds Duncan Registered Investment Advisors
Kansas
$410K
Lido Advisors
821
Lido Advisors
California
$409K +$441K +6,535 New
MCM
822
Maple Capital Management
Vermont
$405K
WTC
823
WhitTier Trust Company
Nevada
$402K -$13.1K -195 -3%
SFG
824
SevenBridge Financial Group
Pennsylvania
$401K
MBT
825
Montecito Bank & Trust
California
$399K -$169K -2,508 -28%