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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
876
CAPTRUST Financial Advisors
North Carolina
$389K -$8.02K -40 -2%
OLA
877
Oliver Luxxe Assets
New Jersey
$386K – – –
LJHT
878
Laurie J. Hall Trustee
$384K – – –
RCA
879
Rowland Carmichael Advisors
Arizona
$384K +$389K +1,939 New
ACM
880
AUA Capital Management
Pennsylvania
$383K – – –
ABP
881
Arthur B. Page
$383K +$85.2K +425 +28%
CLOS
882
Compagnie Lombard Odier SCmA
Switzerland
$382K +$186K +930 +93%
MYIA
883
Mount Yale Investment Advisors
Colorado
$380K +$32.7K +163 +9%
DTL
884
Dynamic Technology Lab
Singapore
$378K +$382K +1,907 New
TA
885
Tiedemann Advisors
New York
$377K -$111K -552 -22%
SWM
886
Segment Wealth Management
Texas
$375K +$80.2K +400 +27%
SPC
887
Sigma Planning Corp
Michigan
$373K +$9.42K +47 +3%
IA
888
IFG Advisory
Georgia
$372K -$144K -716 -28%
AA
889
ALPS Advisors
Colorado
$371K +$375K +1,873 New
PCM
890
Prelude Capital Management
New York
$368K +$245K +1,220 +191%
1WA
891
180 Wealth Advisors
Washington
$360K +$34.1K +170 +10%
FA
892
FCG Advisors
New Jersey
$356K -$3.41K -17 -0.9%
LJAC
893
L.J. Altfest & Co
New York
$356K – – –
AF
894
Affiance Financial
Minnesota
$356K +$200 +1 +0.1%
ERIM
895
Eagle Ridge Investment Management
Connecticut
$353K – – –
WWM
896
Willingdon Wealth Management
North Carolina
$351K +$1K +5 +0.3%
MIFH
897
Migdal Insurance & Financial Holdings
Israel
$347K +$45.3K +226 +15%
CAC
898
Cowen and Company
New York
$347K +$351K +1,750 New
H
899
HoyleCohen
California
$346K -$28.5K -142 -8%
IP
900
Isthmus Partners
Wisconsin
$346K – – –