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Name Holding Trade Value Shares
Change
Change in
Stake
SMH
726
Sanders Morris Harris
Texas
$616K -$38K -3,000 -7%
CA
727
Cullinan Associates
Kentucky
$613K
LGA
728
Lebenthal Global Advisors
New York
$613K -$223K -17,612 -30%
SWM
729
Sculati Wealth Management
Michigan
$611K +$9.68K +765 +2%
QWM
730
QP Wealth Management
New Jersey
$611K +$85.2K +6,735 +20%
WF
731
Welch & Forbes
Massachusetts
$611K +$1.26K +100 +0.2%
SWM
732
Silverlake Wealth Management
Vermont
$610K -$50.9K -4,021 -9%
CIA
733
Cohen Investment Advisors
New Hampshire
$608K +$7.27K +575 +1%
LOAMS
734
Lombard Odier Asset Management (Switzerland)
Switzerland
$608K
CD
735
Chapin Davis
Maryland
$606K -$8.15K -644 -2%
TWM
736
TMD Wealth Management
Arizona
$604K +$138K +10,930 +38%
BMC
737
Benin Management Corp
Connecticut
$604K -$12.7K -1,000 -2%
MYAM
738
Meiji Yasuda Asset Management
Japan
$602K +$14.2K +1,120 +3%
MCM
739
Mainstay Capital Management
Michigan
$602K -$34.3K -2,714 -6%
KFA
740
Kapstone Financial Advisors
Ohio
$600K -$36.9K -2,915 -6%
NFSG
741
Newbridge Financial Services Group
Florida
$598K -$87K -6,880 -15%
PA
742
Planning Alternatives
Michigan
$597K
CI
743
CX Institutional
Indiana
$591K +$68.5K +5,417 +16%
KFGK
744
Keystone Financial Group (Kentucky)
Kentucky
$590K +$494K +39,014 New
MMA
745
Miracle Mile Advisors
California
$588K -$1.09M -85,906 -69%
VWA
746
Visionary Wealth Advisors
Illinois
$581K -$898 -71 -0.2%
WCM
747
Wisconsin Capital Management
Wisconsin
$581K -$555K -43,900 -53%
ICG
748
InterOcean Capital Group
Tennessee
$580K -$48K -3,798 -9%
BHCM
749
Brevan Howard Capital Management
Jersey
$579K +$484K +38,276 New
XF
750
XML Financial
Maryland
$576K +$117K +9,217 +32%