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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1576
Choate Investment Advisors
Massachusetts
$557K +$103K +375 +20%
IAIM
1577
International Assets Investment Management
Florida
$557K +$614K +2,232 New
SMH
1578
Sanders Morris Harris
Texas
$556K -$234K -850 -29%
EWM
1579
Endurance Wealth Management
Rhode Island
$556K +$260K +945 +73%
Wealth Enhancement Advisory Services
1580
Wealth Enhancement Advisory Services
Minnesota
$554K -$1.89M -6,862 -78%
CL
1581
Choreo LLC
Illinois
$553K -$74.3K -270 -11%
DAM
1582
Deltec Asset Management
New York
$549K
OFG
1583
Oxford Financial Group
Indiana
$548K +$605K +2,197 New
FFWA
1584
FRG Family Wealth Advisors
Washington
$545K
HCM
1585
Hollencrest Capital Management
California
$545K +$322K +1,170 +115%
COF
1586
Capital One Financial
Virginia
$545K +$601K +2,185 New
ZCA
1587
Zeke Capital Advisors
Pennsylvania
$544K -$6.53M -23,747 -92%
IFWM
1588
Institute for Wealth Management
Colorado
$543K -$9.91K -36 -2%
FP
1589
Foundry Partners
Minnesota
$543K
GSBTD
1590
Glenview State Bank Trust Department
Illinois
$543K +$27.5K +100 +5%
SAG
1591
Spotlight Asset Group
Illinois
$540K -$550 -2 -0.1%
PD
1592
Planning Directions
Pennsylvania
$540K +$595K +2,164 New
MFP
1593
Meridian Financial Partners
Virginia
$538K +$19.8K +72 +4%
TSW
1594
Thompson Siegel & Walmsley
Virginia
$538K +$27.5K +100 +5%
ATFA
1595
All Terrain Financial Advisors
Minnesota
$536K +$1.65K +6 +0.3%
ACM
1596
Allred Capital Management
Texas
$535K +$168K +609 +40%
IC
1597
Intersect Capital
California
$532K +$120K +437 +26%
ESB
1598
Essex Savings Bank
Connecticut
$531K -$105K -383 -15%
TCOT
1599
Trust Company of Toledo
Ohio
$531K
NED
1600
Nancy E. Dempze
$529K +$330K +1,201 +130%