Name Holding Trade Value Shares
Change
Change in
Stake
LI
976
Lafayette Investments
Maryland
$2.27M +$200K +587 +10%
PFS
977
Prospera Financial Services
Texas
$2.27M -$439K -1,290 -17%
HH
978
Hilltop Holdings
Texas
$2.26M +$370K +1,087 +20%
ISL
979
Ingalls & Snyder LLC
New York
$2.25M -$24.1K -71 -1%
KWM
980
Kingsview Wealth Management
Oregon
$2.25M -$6.46M -18,983 -75%
HCG
981
Haven Capital Group
California
$2.24M -$161K -472 -7%
WA1
982
Wimmer Associates 1
California
$2.24M -$52.7K -155 -2%
GWM
983
Glass Wealth Management
Texas
$2.24M +$192K +565 +10%
JSL
984
JT Stratford LLC
Georgia
$2.23M +$1.08M +3,183 +100%
PA
985
Procyon Advisors
Connecticut
$2.22M +$272K +800 +14%
MWM
986
Mission Wealth Management
California
$2.22M -$244K -718 -10%
FFS
987
Fischer Financial Services
Pennsylvania
$2.21M -$101K -296 -4%
SAM
988
Smartleaf Asset Management
Massachusetts
$2.2M +$194K +571 +10%
SW
989
SVB Wealth
Massachusetts
$2.2M -$233K -684 -10%
DBG
990
De Burlo Group
Massachusetts
$2.19M -$299K -880 -12%
RCAG
991
Rehmann Capital Advisory Group
Michigan
$2.18M +$190K +560 +10%
PAMG
992
Patton Albertson Miller Group
Tennessee
$2.17M -$1.8M -5,284 -46%
AC
993
Armistice Capital
New York
$2.17M +$2.11M +6,194 New
EWA
994
Exit Wealth Advisors
Georgia
$2.16M +$2.1M +6,172 New
KFP
995
KMG Fiduciary Partners
Ohio
$2.13M +$2.04K +6 +0.1%
MKC
996
M. Kraus & Co
Vermont
$2.12M -$399K -1,173 -16%
CCM
997
Chilton Capital Management
Texas
$2.12M -$14.3K -42 -0.7%
CT
998
Coastline Trust
Rhode Island
$2.11M -$42.2K -124 -2%
SC
999
Searle & Co
Connecticut
$2.11M +$1.77M +5,200 +631%
BP
1000
Ballentine Partners
Massachusetts
$2.1M -$229K -672 -10%