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Name Holding Trade Value Shares
Change
Change in
Stake
HW
401
Hamilton Wealth
California
$351K
PWAG
402
Polaris Wealth Advisory Group
California
$344K +$117K +7,500 +49%
OAM
403
Oppenheimer Asset Management
New York
$343K -$57.4K -3,690 -14%
WAM
404
Weatherly Asset Management
California
$336K -$26.4K -1,695 -7%
EWA
405
EP Wealth Advisors
California
$333K +$60.9K +3,915 +21%
MSFP
406
Mark Sheptoff Financial Planning
Connecticut
$331K -$13.5K -870 -4%
WP
407
WMS Partners
Maryland
$330K +$21K +1,350 +6%
BA
408
Boston Advisors
Massachusetts
$329K +$343K +22,065 New
GP
409
Girard Partners
Pennsylvania
$327K +$46.7K +3,000 +16%
PFA
410
Pinnacle Family Advisors
Missouri
$326K +$341K +21,900 New
TCOV
411
Trust Company of Vermont
Vermont
$323K
AIL
412
AGF Investments LLC
Ontario, Canada
$323K +$185K +11,895 +121%
BRWA
413
B. Riley Wealth Advisors
Florida
$320K -$241K -15,480 -42%
LFAS
414
Level Four Advisory Services
Texas
$320K -$122K -7,845 -27%
RWM
415
RBA Wealth Management
California
$318K
KJHP
416
K.J. Harrison & Partners
Ontario, Canada
$316K +$23.3K +1,500 +8%
HKAM
417
Horizon Kinetics Asset Management
New York
$316K +$38.1K +2,445 +13%
CAM
418
Claret Asset Management
Quebec, Canada
$316K +$330K +21,195 New
SM
419
Sciencast Management
New Jersey
$315K +$286K +18,375 New
NFG
420
Noven Financial Group
Colorado
$312K +$122K +7,830 +60%
NG
421
Northstar Group
New York
$308K +$322K +20,685 New
AWA
422
Arete Wealth Advisors
Illinois
$307K +$122K +7,830 +61%
Brown Advisory
423
Brown Advisory
Maryland
$306K -$37.4K -2,400 -10%
CGH
424
Crossmark Global Holdings
Texas
$306K -$16.6K -1,065 -5%
GW
425
GW & Wade
Massachusetts
$305K +$6.3K +405 +2%