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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
801
Huntington National Bank
Ohio
$291K -$11.1K -122 -4%
BBNA
802
Bremer Bank National Association
Minnesota
$290K +$258K +2,847 New
IC
803
InterOcean Capital
Illinois
$288K -$7.45K -82 -3%
AP
804
Atwood & Palmer
Missouri
$287K
AFC
805
AFT Forsyth & Company
Florida
$286K +$5.45K +60 +2%
NFG
806
Next Financial Group
Texas
$285K +$199K +2,193 +343%
NFH
807
NEXT Financial Holdings
Texas
$285K +$257K +2,832 New
BCWM
808
Blue Chip Wealth Management
Florida
$285K +$257K +2,835 New
KWM
809
Kingsview Wealth Management
Oregon
$282K +$254K +2,798 New
CGL
810
Clarius Group LLC
Washington
$281K +$253K +2,788 New
SWM
811
Segment Wealth Management
Texas
$279K -$22.3K -246 -8%
PA
812
Parallel Advisors
California
$279K -$5.27K -58 -2%
MWPCG
813
Measured Wealth Private Client Group
New Hampshire
$279K +$251K +2,769 New
SS
814
Simplicity Solutions
Minnesota
$275K -$80.6K -888 -25%
PCA
815
Peddock Capital Advisors
Massachusetts
$273K +$17.6K +194 +8%
CCA
816
Checchi Capital Advisers
California
$268K -$10.7K -118 -4%
SVWA
817
Sound View Wealth Advisors
Georgia
$265K -$58.7K -646 -20%
AQA
818
Alpha Quant Advisors
Texas
$263K -$51.8K -570 -18%
S
819
SignatureFD
Georgia
$260K -$87.6K -965 -27%
EWA
820
EP Wealth Advisors
California
$257K +$232K +2,552 New
RCAG
821
Rehmann Capital Advisory Group
Michigan
$257K +$8.81K +97 +4%
BJL
822
Brighton Jones LLC
Washington
$255K +$230K +2,538 New
WSC
823
Wellington Shields & Co
New York
$252K -$291K -3,200 -56%
MAA
824
Mraz Amerine & Associates
California
$252K -$53.2K -586 -19%
ADBIC
825
A.D. Beadell Investment Counsel
Wisconsin
$251K