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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1001
Schnieders Capital Management
California
$391K -$380K -5,000 -48%
HWMO
1002
Heritage Wealth Management (Ohio)
Ohio
$391K -$19K -250 -5%
BFO
1003
Boston Family Office
Massachusetts
$389K
MWM
1004
MGB Wealth Management
Texas
$387K
WC
1005
Waterloo Capital
Texas
$385K -$685 -9 -0.2%
FNBOMD
1006
First National Bank of Mount Dora
Florida
$383K +$4.57K +60 +1%
VI
1007
Versor Investments
New York
$383K +$396K +5,200 New
HVIA
1008
Hudson Valley Investment Advisors
New York
$381K -$302K -3,970 -43%
4WM
1009
44 Wealth Management
Oregon
$379K +$391K +5,146 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1010
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$379K +$391K +5,146 New
WSC
1011
Wellington Shields & Co
New York
$379K +$76.1K +1,000 +24%
TPI
1012
Trust Point Inc
Wisconsin
$377K -$5.25K -69 -1%
MA
1013
MKT Advisors
California
$374K -$1.14K -15 -0.3%
1C
1014
111 Capital
France
$373K +$385K +5,057 New
DM
1015
Diversified Management
Wisconsin
$372K +$384K +5,052 New
CCA
1016
Checchi Capital Advisers
California
$372K -$49.8K -655 -11%
CT
1017
Chicago Trust
Illinois
$369K
MSFS
1018
Main Street Financial Solutions
Pennsylvania
$369K -$13.1K -172 -3%
EH
1019
Equitable Holdings
New York
$369K +$36.6K +481 +11%
PWM
1020
Partnership Wealth Management
Maryland
$368K
OWP
1021
ORG Wealth Partners
Texas
$367K +$362K +4,752 +2,048%
GEA
1022
Glen Eagle Advisors
New Jersey
$367K +$3.88K +51 +1%
CIAS
1023
Capital Investment Advisory Services
North Carolina
$365K +$837 +11 +0.2%
MIA
1024
MeadowBrook Investment Advisors
Michigan
$363K
WTC
1025
WhitTier Trust Company
Nevada
$361K -$73K -960 -16%