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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
526
Harbor Investment Advisory
Maryland
$377K
LS
527
Livforsakringsbolaget Skandia
Sweden
$374K
HB
528
Homrich & Berg
Georgia
$373K
RJT
529
Raymond James Trust
Florida
$371K +$54.8K +270 +18%
MA
530
Mutual Advisors
Nebraska
$367K +$51.5K +254 +17%
SWM
531
Spire Wealth Management
Virginia
$363K +$50.5K +249 +17%
RE
532
RBC Europe
United Kingdom
$363K +$281K +1,385 +385%
IWC
533
Integrated Wealth Concepts
Massachusetts
$362K +$123K +606 +53%
AIP
534
Ameritas Investment Partners
Nebraska
$361K
GIA
535
Gladstone Institutional Advisory
Florida
$360K +$203 +1 +0.1%
SYBT
536
Stock Yards Bank & Trust
Kentucky
$359K
BZWA
537
Blue Zone Wealth Advisors
California
$356K
RC
538
Roundview Capital
New Jersey
$356K +$348K +1,714 New
SSG
539
Summit Securities Group
New York
$354K -$776K -3,829 -69%
QOP
540
Quinn Opportunity Partners
Virginia
$354K
Koshinski Asset Management
541
Koshinski Asset Management
Illinois
$349K +$49.5K +244 +17%
GM
542
GeoWealth Management
Illinois
$348K +$339K +1,671 New
LSA
543
Leonteq Securities AG
Switzerland
$346K +$139K +684 +70%
SCM
544
Stevens Capital Management
Pennsylvania
$340K +$332K +1,636 New
Tudor Investment Corp
545
Tudor Investment Corp
Connecticut
$338K +$330K +1,626 New
CFG
546
Cooper Financial Group
California
$335K +$12K +59 +4%
FMWA
547
Forvis Mazars Wealth Advisors
Missouri
$333K
PCA
548
Private Capital Advisors
Connecticut
$333K
ER
549
Enlightenment Research
Florida
$333K +$324K +1,600 New
VAS
550
Vestmark Advisory Solutions
Massachusetts
$332K +$18.9K +93 +6%