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Name Holding Trade Value Shares
Change
Change in
Stake
AFT
676
Alpha Family Trust
California
$234K +$207K +1,135 New
IFG
677
Independent Financial Group
California
$233K +$205K +1,129 New
WAP
678
Wealthcare Advisory Partners
Pennsylvania
$231K +$204K +1,120 New
1WA
679
180 Wealth Advisors
Washington
$229K +$202K +1,109 New
FHA
680
Flagship Harbor Advisors
Massachusetts
$228K +$201K +1,103 New
WWC
681
Waypoint Wealth Counsel
Georgia
$228K -$403K -2,214 -67%
Lido Advisors
682
Lido Advisors
California
$226K +$199K +1,096 New
AGC
683
Aspen Grove Capital
Colorado
$226K +$199K +1,092 New
AIM
684
Aspen Investment Management
Michigan
$222K +$196K +1,077 New
GCS
685
Gordian Capital (Singapore)
Singapore
$221K – – –
SWM
686
Sendero Wealth Management
Texas
$220K -$529K -2,910 -73%
HNB
687
Huntington National Bank
Ohio
$220K -$2.37K -13 -1%
CCA
688
Checchi Capital Advisers
California
$216K +$190K +1,047 New
IAIM
689
International Assets Investment Management
Florida
$216K +$190K +1,045 New
PGFC
690
Peapack-Gladstone Financial Corp
New Jersey
$215K +$189K +1,040 New
SAMT
691
Select Asset Management & Trust
Pennsylvania
$215K +$190K +1,043 New
TFS
692
Thoroughbred Financial Services
Tennessee
$213K +$188K +1,031 New
PTC
693
Petrus Trust Company
Texas
$211K +$186K +1,022 New
IAA
694
Independent Advisor Alliance
North Carolina
$210K +$185K +1,019 New
GDP
695
Great Diamond Partners
Maine
$210K +$185K +1,017 New
BAM
696
Bayshore Asset Management
Florida
$210K +$185K +1,016 New
DADC
697
D.A. Davidson & Co
Montana
$210K -$108K -594 -37%
OTPPB
698
Ontario Teachers' Pension Plan Board
Ontario, Canada
$207K +$182K +1,003 New
AS
699
AM Squared
Hong Kong
$207K -$36.4K -200 -17%
SWA
700
SOA Wealth Advisors
New York
$207K – – –