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Name Holding Trade Value Shares
Change
Change in
Stake
IHL
1176
Investment House LLC
California
$260K
SIMG
1177
Sonora Investment Management Group
Arizona
$260K -$18.1K -184 -6%
CI
1178
Conning Inc
Connecticut
$259K
GCM
1179
Greenland Capital Management
New York
$257K +$283K +2,870 New
CRWM
1180
Castle Rock Wealth Management
California
$257K -$37.6K -382 -12%
HR
1181
Howe & Rusling
New York
$257K -$8.96K -91 -3%
BCM
1182
Buckhead Capital Management
Georgia
$257K -$2.46K -25 -0.9%
OWP
1183
Obermeyer Wealth Partners
Colorado
$257K +$10.8K +110 +4%
PWAC
1184
Private Wealth Advisors (California)
California
$254K +$279K +2,834 New
CAI
1185
Capital Advisors Inc
Oklahoma
$253K -$8.07K -82 -3%
MWA
1186
Monograph Wealth Advisors
California
$253K
WBC
1187
Westpac Banking Corp
Australia
$253K
WWM
1188
Western Wealth Management
Colorado
$253K +$41.4K +420 +17%
VFA
1189
Voya Financial Advisors
Connecticut
$253K -$28.9K -293 -9%
EWM
1190
Empirical Wealth Management
Washington
$252K +$58.4K +593 +27%
WSCM
1191
Wellington Shields Capital Management
New York
$251K
AFG
1192
Atomi Financial Group
New York
$251K -$106K -1,076 -28%
JEST
1193
JTC Employer Solutions Trustee
Jersey
$251K
SMC
1194
Smith, Moore & Co
Missouri
$249K -$6.11K -62 -2%
IFWM
1195
Institute for Wealth Management
Colorado
$249K +$17.1K +174 +7%
FCB
1196
First County Bank
Connecticut
$249K +$3.74K +38 +1%
XF
1197
XML Financial
Maryland
$246K +$35.4K +360 +15%
SFWC
1198
Strategic Family Wealth Counselors
New Jersey
$246K -$1.28K -13 -0.5%
SAI
1199
Savvy Advisors Inc
New York
$245K +$6.99K +71 +3%
BAM
1200
Beaumont Asset Management
Texas
$245K -$1.38K -14 -0.5%