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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
251
Prospera Financial Services
Texas
$586K +$608K +25,866 New
CCMU
252
Cheyne Capital Management (UK)
United Kingdom
$583K
BL
253
BFSG LLC
California
$578K
HFS
254
Hantz Financial Services
Michigan
$570K +$29.7K +1,261 +5%
FCH
255
Freestone Capital Holdings
Washington
$567K +$588K +25,015 New
Corient Private Wealth
256
Corient Private Wealth
Florida
$567K +$588K +25,000 New
MAM
257
Monaco Asset Management
Monaco
$567K +$588K +25,000 New
BWP
258
Balboa Wealth Partners
Arizona
$558K +$165K +7,023 +40%
WHAM
259
Windmill Hill Asset Management
United Kingdom
$558K +$261K +11,100 +82%
CAN
260
Cetera Advisor Networks
California
$539K +$128K +5,430 +30%
SFA
261
Sequoia Financial Advisors
Ohio
$531K +$551K +23,437 New
HIA
262
Harbor Investment Advisory
Maryland
$527K +$470 +20 +0.1%
USAA
263
United Services Automobile Association
Texas
$503K +$102K +4,316 +24%
CIM
264
Confluence Investment Management
Missouri
$502K +$11.1K +473 +2%
HSA
265
HBK Sorce Advisory
Pennsylvania
$500K +$101K +4,289 +24%
MUAMU
266
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$499K
CG
267
Cutler Group
California
$487K -$252K -10,731 -33%
PF
268
Phoenix Financial
Israel
$487K +$502K +21,350 New
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$484K -$29.1K -1,236 -5%
PCM
270
Prelude Capital Management
New York
$480K -$257K -10,929 -34%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$479K +$496K +21,110 New
DCM
272
Difesa Capital Management
New York
$474K +$492K +20,900 New
OC
273
Oppenheimer & Co
New York
$474K +$99.8K +4,242 +25%
HCM
274
Hollencrest Capital Management
California
$469K
N
275
Natixis
France
$464K +$28K +1,192 +6%