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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1701
Harel Insurance Investments & Financial Services
Israel
$330K +$51.1K +300 +19%
DOA
1702
D'Orazio & Associates
Virginia
$329K -$10.6K -62 -3%
DF
1703
Dunhill Financial
United Kingdom
$327K – – –
TH
1704
TCTC Holdings
Texas
$327K +$102K +598 +47%
BCM
1705
BluePath Capital Management
Georgia
$326K +$45K +264 +16%
GIA
1706
Gateway Investment Advisers
Ohio
$325K – – –
FPGK
1707
Financial Partners Group (Kansas)
Kansas
$325K -$29.6K -174 -9%
WP
1708
Westmount Partners
California
$324K +$61K +358 +24%
WP
1709
WMS Partners
Maryland
$323K +$35.3K +207 +13%
WH
1710
Willner & Heller
California
$322K +$29K +170 +10%
NFG
1711
Nadler Financial Group
Illinois
$320K +$3.75K +22 +1%
CVA
1712
Central Valley Advisors
California
$320K +$314K +1,845 New
TFA
1713
Teamwork Financial Advisors
Texas
$319K +$1.87K +11 +0.6%
AWM
1714
AllSquare Wealth Management
New York
$319K -$10.2K -60 -3%
GFA
1715
Gallagher Fiduciary Advisors
Illinois
$318K -$2.9K -17 -0.9%
RIA
1716
Regal Investment Advisors
Michigan
$317K -$256K -1,503 -45%
Nisa Investment Advisors
1717
Nisa Investment Advisors
Missouri
$317K +$17K +100 +6%
BFC
1718
Bedel Financial Consulting
Indiana
$316K -$4.77K -28 -2%
BWA
1719
Bordeaux Wealth Advisors
California
$316K +$8.01K +47 +3%
CWM
1720
Centurion Wealth Management
Virginia
$315K +$309K +1,813 New
LI
1721
LRI Investments
Florida
$314K -$48.9K -287 -15%
CPWA
1722
Cerro Pacific Wealth Advisors
California
$313K – – –
VWA
1723
Visionary Wealth Advisors
Illinois
$313K +$38.3K +225 +14%
FA
1724
Fortis Advisors
Pennsylvania
$313K – – –
WSCM
1725
Wellington Shields Capital Management
New York
$313K +$307K +1,800 New