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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
726
Lombard Odier Asset Management (Switzerland)
Switzerland
$696K +$339K +2,360 +90%
IAN
727
Integrated Advisors Network
Texas
$695K +$22.1K +154 +3%
DEM
728
Disciplined Equity Management
Florida
$694K
MWM
729
Moran Wealth Management
Florida
$686K +$704K +4,898 New
AFT
730
Alpha Family Trust
California
$680K +$698K +4,855 New
PSC
731
Portman Square Capital
United Kingdom
$678K +$696K +4,843 New
WPC
732
Wedmont Private Capital
Pennsylvania
$677K -$50.7K -353 -7%
SS
733
Simplicity Solutions
Minnesota
$671K +$68.5K +477 +11%
RIA
734
Realta Investment Advisors
Delaware
$667K +$9.63K +67 +1%
PWMG
735
Pinnacle Wealth Management Group
Michigan
$666K -$115K -800 -14%
SCA
736
Snowden Capital Advisors
New York
$663K -$25.6K -178 -4%
PMA
737
Prudent Man Advisors
Illinois
$662K +$189K +1,314 +38%
DIA
738
Dana Investment Advisors
Wisconsin
$660K -$3.74K -26 -0.5%
PPW
739
Parcion Private Wealth
Washington
$650K +$668K +4,646 New
LWAM
740
Legacy Wealth Asset Management
Minnesota
$649K +$6.32K +44 +1%
AWA
741
Arete Wealth Advisors
Illinois
$649K +$35.8K +249 +6%
HIIFS
742
Harel Insurance Investments & Financial Services
Israel
$645K +$236K +1,640 +55%
CPWA
743
Cerro Pacific Wealth Advisors
California
$642K -$113K -784 -15%
TP
744
Tranquility Partners
Tennessee
$638K -$304K -2,114 -32%
SC
745
Savant Capital
Illinois
$635K -$47.3K -329 -7%
LAS
746
LWM Advisory Services
Florida
$628K -$653K -4,544 -51%
HIA
747
Harbor Investment Advisory
Maryland
$627K
NL
748
NWAM LLC
Washington
$627K +$115K +800 +22%
BBA
749
Baader Bank Aktiengesellschaft
Germany
$623K -$287K -2,000 -31%
RIM
750
Regent Investment Management
Kentucky
$623K