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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1451
Harvey Capital Management
Florida
$511K
PIG
1452
Pantheon Investment Group
California
$510K +$557K +2,291 New
WMSA
1453
Weiss Multi-Strategy Advisers
New York
$509K -$34.6M -142,368 -98%
EP
1454
Eudaimonia Partners
Tennessee
$508K +$22.6K +93 +4%
FPS
1455
Fieldpoint Private Securities
Connecticut
$507K +$82.7K +340 +18%
CPW
1456
Catalyst Private Wealth
California
$504K
CWM
1457
Cornerstone Wealth Management
Missouri
$503K +$80.5K +331 +17%
FMWA
1458
Forvis Mazars Wealth Advisors
Missouri
$502K -$39.4K -162 -7%
BFM
1459
Boston Financial Management
Massachusetts
$499K
IF
1460
Intrua Financial
Texas
$498K +$173K +713 +47%
HCM
1461
Hengehold Capital Management
Ohio
$497K +$11.2K +46 +2%
SWA
1462
Sax Wealth Advisors
New Jersey
$496K +$542K +2,230 New
WCM
1463
WealthBridge Capital Management
Ohio
$490K +$2.19K +9 +0.4%
CFA
1464
Carroll Financial Associates
North Carolina
$490K +$7.54K +31 +1%
WA
1465
Wealth Advisors
California
$490K +$48.6K +200 +10%
SIA
1466
Soltis Investment Advisors
Utah
$488K +$534K +2,195 New
PP
1467
Patron Partners
Texas
$487K +$533K +2,190 New
AIS
1468
AM Investment Strategies
Tennessee
$485K -$30.4K -125 -5%
GA
1469
Geller Advisors
New York
$484K
FBC
1470
Fairfield, Bush & Co
Connecticut
$483K +$528K +2,172 New
Fayez Sarofim & Co
1471
Fayez Sarofim & Co
Texas
$482K +$26.8K +110 +5%
TYCC
1472
Texas Yale Capital Corp
Florida
$482K +$94.1K +387 +22%
CFG
1473
Citizens Financial Group
Rhode Island
$482K +$257K +1,058 +95%
XF
1474
XML Financial
Maryland
$481K +$120K +494 +30%
IA
1475
IFG Advisors
Missouri
$479K