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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1026
RBA Wealth Management
California
$349K +$23.4K +200 +7%
IFWM
1027
Institute for Wealth Management
Colorado
$345K +$77.8K +664 +30%
H
1028
HoyleCohen
California
$341K -$47.8K -408 -13%
SIM
1029
SSI Investment Management
California
$341K -$1.88K -16 -0.6%
GT
1030
Glenview Trust
Kentucky
$339K +$40.9K +349 +14%
Koshinski Asset Management
1031
Koshinski Asset Management
Illinois
$338K -$24.4K -208 -7%
SIG
1032
Sky Investment Group
Connecticut
$338K +$108K +925 +49%
IHL
1033
Investment House LLC
California
$337K +$586 +5 +0.2%
GC
1034
GFG Capital
Florida
$337K +$2.69K +23 +0.8%
UBV
1035
United Bank (Virginia)
Virginia
$336K +$327K +2,795 New
LWM
1036
Laidlaw Wealth Management
New York
$336K +$328K +2,798 New
HWMA
1037
Heritage Wealth Management (Arizona)
Arizona
$334K +$106K +902 +48%
TCWM
1038
Total Clarity Wealth Management
Illinois
$333K +$19.6K +167 +6%
SHGA
1039
Sand Hill Global Advisors
California
$333K +$117K +1,000 +56%
FFA
1040
Founders Financial Alliance
North Carolina
$332K +$6.44K +55 +2%
GJIC
1041
Gamble Jones Investment Counsel
California
$330K – – –
TIA
1042
Traphagen Investment Advisors
New Jersey
$324K – – –
GP
1043
Girard Partners
Pennsylvania
$324K +$9.96K +85 +3%
PCTC
1044
Perkins Coie Trust Company
Washington
$324K +$23.4K +200 +8%
SCM
1045
Southport Capital Management
Tennessee
$323K -$95.1K -812 -23%
ACI
1046
Alpha Cubed Investments
California
$323K -$6.56K -56 -2%
NNP
1047
Nachman Norwood & Parrott
South Carolina
$323K -$3.75K -32 -1%
ICG
1048
InterOcean Capital Group
Tennessee
$322K +$5.27K +45 +2%
SAM
1049
Synergy Asset Management
Washington
$320K -$6.98M -59,562 -96%
BC
1050
Bridgefront Capital
Texas
$320K -$1.34M -11,438 -81%