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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
ARS Wealth Advisors
Florida
$231K
6M
227
6 Meridian
Kansas
$229K -$358K -18,004 -63%
PA
228
Pinnacle Associates
New York
$228K
AWM
229
Argent Wealth Management
Massachusetts
$224K +$199K +10,004 New
VFA
230
Valeo Financial Advisors
Indiana
$221K
CIA
231
Capital Investment Advisors
Georgia
$218K
FMTC
232
Farmers & Merchants Trust Company
California
$217K -$19.9K -1,000 -9%
KA
233
Kovack Advisors
Florida
$212K +$193K +9,717 New
CIC
234
Carnegie Investment Counsel
Ohio
$212K +$194K +9,745 New
LIA
235
LS Investment Advisors
Michigan
$211K +$2.82K +142 +1%
PA
236
Profund Advisors
Maryland
$210K +$192K +9,637 New
PP
237
PDS Planning
Ohio
$208K -$6.44K -324 -3%
CCIA
238
Campbell & Co Investment Adviser
Maryland
$204K +$186K +9,353 New
LCM
239
Leisure Capital Management
California
$201K +$184K +9,243 New
SAM
240
S.A. Mason
Michigan
$170K -$15.9K -800 -9%
PMFA
241
Plante Moran Financial Advisors
Michigan
$157K -$14.4K -725 -9%
HIA
242
Harbor Investment Advisory
Maryland
$139K +$3.16K +159 +3%
BAM
243
Belpointe Asset Management
Nevada
$135K +$123K +6,200 New
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$124K -$6.1K -307 -5%
TFGT
245
TS Financial Group (TSFG)
Illinois
$123K
PAG
246
Private Advisor Group
New Jersey
$121K +$110K +5,539 New
IA
247
IFP Advisors
Florida
$108K +$62.1K +3,125 +163%
CAN
248
Cetera Advisor Networks
California
$105K +$95.5K +4,802 New
HFM
249
Harvest Fund Management
China
$102K
FMT
250
First Mercantile Trust
Tennessee
$85K +$11.6K +585 +18%