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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
1026
Boyd Watterson Asset Management
Ohio
$264K
ISL
1027
Ingalls & Snyder LLC
New York
$263K
KWA
1028
KCS Wealth Advisory
California
$263K
RMDI
1029
R.M. Davis Inc
Maine
$262K -$135K -1,776 -35%
NL
1030
Navalign LLC
California
$262K +$153 +2 +0.1%
SCM
1031
Shelton Capital Management
Colorado
$261K
AA
1032
Addison Advisors
Vermont
$260K
SS
1033
Simplicity Solutions
Minnesota
$260K +$22.7K +297 +10%
WIC
1034
Whitegate Investment Counselors
New Hampshire
$259K
CCT
1035
Country Club Trust
Missouri
$259K +$1.3K +17 +0.5%
GGI
1036
Godsey & Gibb Inc
Virginia
$259K +$252K +3,300 New
Jones Financial Companies
1037
Jones Financial Companies
Missouri
$258K +$30.7K +402 +14%
NDSI
1038
Newman Dignan & Sheerar Inc
Rhode Island
$256K +$76 +1 +0%
NP
1039
NorthRock Partners
Minnesota
$256K +$41.3K +541 +20%
IAN
1040
Integrated Advisors Network
Texas
$255K -$2.53M -33,220 -91%
GA
1041
Geller Advisors
New York
$255K +$9.99K +131 +4%
CWM
1042
Cornerstone Wealth Management
Missouri
$254K +$1.3K +17 +0.5%
TWM
1043
Tradition Wealth Management
Minnesota
$253K +$153 +2 +0.1%
IWM
1044
IHT Wealth Management
Illinois
$248K -$66.7K -874 -22%
FB
1045
Fulton Bank
Pennsylvania
$248K +$2.75K +36 +1%
KA
1046
Kovack Advisors
Florida
$247K -$271K -3,550 -53%
FCA
1047
FLC Capital Advisors
California
$247K
VFA
1048
Voya Financial Advisors
Connecticut
$245K +$231K +3,027 New
HPWM
1049
Highland Private Wealth Management
Washington
$244K -$27.9K -366 -11%
CS
1050
Cannell & Spears
New York
$244K