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Name Holding Trade Value Shares
Change
Change in
Stake
CAIMH
876
Central Asset Investments & Management Holdings
Hong Kong
$796K -$144K -312 -22%
PFBT
877
Parkside Financial Bank & Trust
Missouri
$792K -$37.8K -82 -7%
WMA
878
West Michigan Advisors
Michigan
$791K +$180K +391 +55%
GIC
879
Generali Investments CEE
Czech Republic
$790K +$507K +1,100 New
MFIM
880
Mesirow Financial Investment Management
Illinois
$788K +$505K +1,096 New
DCM
881
DGS Capital Management
New Jersey
$788K +$17.5K +38 +4%
AWE
882
Avidian Wealth Enterprises
Texas
$780K +$217K +470 +76%
LFAS
883
Level Four Advisory Services
Texas
$780K +$227K +493 +83%
LI
884
LRI Investments
Florida
$777K +$129K +279 +35%
MA
885
MONECO Advisors
Connecticut
$761K +$5.53K +12 +1%
HCA
886
Heck Capital Advisors
Wisconsin
$755K +$485K +1,051 New
AFT
887
Alpha Family Trust
California
$754K -$104K -225 -18%
PA
888
Procyon Advisors
Connecticut
$754K +$484K +1,050 New
CG
889
Cynosure Group
Utah
$749K
NFG
890
Nations Financial Group
Iowa
$747K +$142K +307 +42%
RIG
891
RiverFront Investment Group
Virginia
$744K
AT
892
American Trust
Kentucky
$742K -$35K -76 -7%
KA
893
Kovack Advisors
Florida
$741K -$546K -1,183 -53%
VFG
894
Victory Financial Group
Texas
$740K -$6.92K -15 -1%
QWM
895
Quadcap Wealth Management
Texas
$739K -$21.7K -47 -4%
TCM
896
Triumph Capital Management
Colorado
$738K +$132K +287 +39%
AF
897
Advisornet Financial
Minnesota
$737K
EWA
898
EverSource Wealth Advisors
Alabama
$735K -$33.7K -73 -7%
WC
899
Waterloo Capital
Texas
$734K +$471K +1,022 New
MAWA
900
Moss Adams Wealth Advisors
Washington
$731K +$24K +52 +5%