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Name Holding Trade Value Shares
Change
Change in
Stake
SMH
926
Sanders Morris Harris
Texas
$239K -$300K -26,000 -57%
NG
927
Novem Group
New York
$239K -$1.22K -106 -0.5%
RIA
928
Retirement Investment Advisors
Oklahoma
$239K
MSAM
929
Moloney Securities Asset Management
Missouri
$238K -$27.3K -2,369 -11%
6F
930
626 Financial
Michigan
$238K +$864 +75 +0.4%
PWM
931
Paulson Wealth Management
Illinois
$238K
Empower Advisory Group
932
Empower Advisory Group
Colorado
$237K +$41.8K +3,627 +22%
B
933
Bellecapital
Switzerland
$236K -$729K -63,292 -76%
WC
934
Waterloo Capital
Texas
$236K +$29.3K +2,545 +15%
BAAM
935
Baker Avenue Asset Management
California
$236K +$227K +19,734 New
GAA
936
Global Assets Advisory
Florida
$234K +$3.4K +295 +2%
PA
937
Probity Advisors
Texas
$233K -$150K -13,044 -40%
GWANC
938
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K +$40.2K +3,492 +22%
IA
939
IFG Advisory
Georgia
$232K -$5.02K -436 -2%
MG
940
Mather Group
Illinois
$231K +$10.1K +878 +5%
TA
941
Townsend & Associates
Colorado
$231K +$12.7K +1,103 +6%
CCA
942
Catalyst Capital Advisors
New York
$230K +$24.8K +2,154 +13%
WAS
943
Winch Advisory Services
Wisconsin
$228K +$2.21K +192 +1%
SWM
944
SeaCrest Wealth Management
New York
$228K -$461K -40,004 -67%
NFTC
945
North Forty Two & Co
Oregon
$227K -$64K -5,556 -23%
BFWA
946
Benchmark Financial Wealth Advisors
Florida
$226K +$2.09K +181 +1%
MF
947
Manchester Financial
California
$226K -$11.4K -993 -5%
FCH
948
Freestone Capital Holdings
Washington
$225K -$17.4K -1,509 -7%
KIA
949
KCM Investment Advisors
California
$224K +$46 +4 +0%
CT
950
Clearstead Trust
Maine
$223K +$1.6K +139 +0.8%