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Name Holding Trade Value Shares
Change
Change in
Stake
AO
901
Advisor OS
Illinois
$314K +$49.2K +414 +18%
OL
902
Optas LLC
Texas
$311K -$15.3K -129 -5%
GAG
903
GM Advisory Group
New York
$308K +$322K +2,712 New
FFM
904
Forum Financial Management
Illinois
$307K +$321K +2,705 New
TDC
905
Thompson Davis & Co
Virginia
$307K -$190K -1,600 -37%
AAM
906
Aureus Asset Management
Massachusetts
$304K
HNB
907
Huntington National Bank
Ohio
$303K +$206K +1,739 +187%
EWM
908
Empirical Wealth Management
Washington
$302K +$315K +2,654 New
FNBT
909
FineMark National Bank & Trust
Florida
$300K +$313K +2,640 New
TSS
910
Two Sigma Securities
New York
$300K +$313K +2,640 New
A
911
Argentarii
Ohio
$298K +$312K +2,626 New
SBIA
912
Sheaff Brock Investment Advisors
Indiana
$298K +$312K +2,625 New
EFG
913
Elm3 Financial Group
Georgia
$298K +$311K +2,623 New
CW
914
CreativeOne Wealth
Kansas
$297K -$24.9K -210 -7%
PCS
915
Personal CFO Solutions
New Jersey
$294K +$2.73K +23 +0.9%
WMA
916
Wealth Management Associates
New Jersey
$293K -$135K -1,136 -31%
AIA
917
Affinity Investment Advisors
California
$293K +$306K +2,580 New
MCM
918
Magnolia Capital Management
New York
$293K
LSIA
919
LaSalle St. Investment Advisors
Illinois
$293K +$306K +2,581 New
WPC
920
Wedmont Private Capital
Pennsylvania
$292K +$21.7K +183 +9%
SFC
921
SYM Financial Corp
Indiana
$292K +$39.9K +336 +15%
CWM
922
Concentrum Wealth Management
California
$292K +$305K +2,566 New
Bank Julius Baer & Co
923
Bank Julius Baer & Co
Switzerland
$291K +$21.4K +180 +8%
BEI
924
Benjamin Edwards Inc
Missouri
$291K +$53.2K +448 +21%
AWM
925
Accurate Wealth Management
Florida
$288K +$10.3K +87 +4%