Name Holding Trade Value Shares
Change
Change in
Stake
SAM
551
Sagewood Asset Management
New York
$213K +$197K +3,215 New
EI
552
EFG International
$212K – – –
RCA
553
Resonant Capital Advisors
Wisconsin
$212K +$196K +3,195 New
UB
554
UMB Bank
Missouri
$211K +$9.51K +155 +5%
KAM
555
Knightsbridge Asset Management
California
$209K +$193K +3,144 New
PI
556
PFG Investments
New York
$207K +$192K +3,124 New
LCGC
557
Legacy Capital Group California
California
$206K -$420K -6,848 -69%
KCP
558
Kera Capital Partners
California
$206K +$191K +3,111 New
AFGAS
559
Allegiance Financial Group Advisory Services
Virginia
$204K +$189K +3,078 New
CPA
560
Capital Performance Advisors
California
$204K +$189K +3,077 New
AC
561
AlphaCore Capital
California
$203K +$188K +3,060 New
RDWM
562
Red Door Wealth Management
Tennessee
$203K +$188K +3,058 New
WC
563
Wexford Capital
Florida
$201K +$186K +3,034 New
MWM
564
Mascoma Wealth Management
New Hampshire
$199K – – –
KFG
565
Kingdom Financial Group
Arizona
$179K +$166K +2,705 New
LAS
566
Lloyd Advisory Services
Georgia
$179K +$166K +2,705 New
HI
567
Harbour Investments
Wisconsin
$178K +$111K +1,810 +208%
CJ
568
Caitlin John
Michigan
$172K -$64.7K -1,054 -29%
CCM
569
Chilton Capital Management
Texas
$170K – – –
MCA
570
McGuire Capital Advisors
Oklahoma
$166K +$152K +2,484 +10,350%
IA
571
IFP Advisors
Florida
$161K -$1.35K -22 -0.9%
EFMH
572
E Fund Management (HK)
Hong Kong
$160K +$148K +2,409 New
Nomura Asset Management
573
Nomura Asset Management
Japan
$157K -$22.1K -360 -13%
S
574
SignatureFD
Georgia
$146K +$3.8K +62 +3%
TF
575
Tompkins Financial
New York
$133K – – –