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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1026
Advisors Preferred
Maryland
$293K +$191K +1,659 +302%
Thrivent Financial for Lutherans
1027
Thrivent Financial for Lutherans
Minnesota
$292K – – –
VWM
1028
Venturi Wealth Management
Texas
$291K +$25.7K +223 +11%
LFG
1029
Lazard Frères Gestion
France
$291K +$254K +2,205 New
Vanguard Capital Wealth Advisors
1030
Vanguard Capital Wealth Advisors
Colorado
$291K +$254K +2,200 New
LI
1031
LRI Investments
Florida
$289K +$54.5K +473 +28%
PWM
1032
Perigon Wealth Management
California
$288K +$251K +2,179 New
DI
1033
Diligent Investors
California
$288K +$251K +2,178 New
RWB
1034
RMR Wealth Builders
New Jersey
$287K +$251K +2,173 New
FFM
1035
Forum Financial Management
Illinois
$284K +$248K +2,151 New
BAM
1036
Brave Asset Management
New Jersey
$283K +$247K +2,140 New
MMPW
1037
Mitchell McLeod Pugh & Williams
Alabama
$283K +$247K +2,140 New
AA
1038
ABC Arbitrage
France
$283K +$246K +2,137 New
DP
1039
Dearborn Partners
Illinois
$282K +$246K +2,130 New
SIA
1040
Soltis Investment Advisors
Utah
$280K +$244K +2,114 New
PWS
1041
Proactive Wealth Strategies
Georgia
$279K +$243K +2,107 New
OWA
1042
Octavia Wealth Advisors
Ohio
$278K +$243K +2,104 New
HH
1043
Hilltop Holdings
Texas
$275K -$49.8K -432 -17%
GEM
1044
Global Endowment Management
North Carolina
$275K -$633K -5,493 -73%
SWM
1045
SeaCrest Wealth Management
New York
$274K +$239K +2,074 New
MCC
1046
Money Concepts Capital
Florida
$273K -$98.2K -852 -29%
AIA
1047
AssuredPartners Investment Advisors
Florida
$272K +$237K +2,059 New
CP
1048
Canopy Partners
Ohio
$272K +$237K +2,059 New
T
1049
TrueFG
Texas
$272K +$237K +2,055 New
KeyBank National Association
1050
KeyBank National Association
Ohio
$270K +$235K +2,042 New