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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
Spire Wealth Management
Virginia
$323K -$15.7K -602 -5%
EGM
702
Engineers Gate Manager
New York
$322K -$406K -15,614 -56%
BFPW
703
BOK Financial Private Wealth
Colorado
$319K +$21.1K +810 +7%
AWA
704
Arete Wealth Advisors
Illinois
$313K +$2.19K +84 +0.7%
SSWG
705
Seven Springs Wealth Group
Tennessee
$312K
ZCA
706
Zeke Capital Advisors
Pennsylvania
$311K -$34.2K -1,316 -10%
CFB
707
Cullen/Frost Bankers
Texas
$311K +$42K +1,616 +16%
BST
708
Bath Savings Trust
Maine
$307K
MIM
709
MTM Investment Management
South Carolina
$307K +$52 +2 +0%
GCP
710
GSA Capital Partners
United Kingdom
$306K +$306K +11,770 New
DL
711
DOHJ LLC
Washington
$304K +$1.61K +62 +0.5%
BIA
712
Bigelow Investment Advisors
Maine
$298K
QTM
713
qPULA Trading Management
New York
$296K +$296K +11,396 New
OSAM
714
O'Shaughnessy Asset Management
Connecticut
$295K +$86K +3,306 +41%
PFS
715
Prospera Financial Services
Texas
$293K -$5.93K -228 -2%
E
716
Ergoteles
New York
$293K +$294K +11,286 New
AC
717
Alexandria Capital
Virginia
$292K +$312 +12 +0.1%
GIM
718
Goelzer Investment Management
Indiana
$292K +$21.7K +836 +8%
APA
719
American Portfolios Advisors
New York
$289K +$1.61K +62 +0.6%
JG
720
Jefferies Group
New York
$287K -$371K -14,252 -56%
NICM
721
Neo Ivy Capital Management
New York
$286K +$286K +11,004 New
KIA
722
KCM Investment Advisors
California
$284K +$39.9K +1,532 +16%
MPCG
723
Matrix Private Capital Group
New York
$282K -$21.7K -834 -7%
Federated Hermes
724
Federated Hermes
Pennsylvania
$280K -$3.75K -144 -1%
VWA
725
V Wealth Advisors
Kansas
$280K +$1.2K +46 +0.4%