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Name Holding Trade Value Shares
Change
Change in
Stake
FDCC
1201
Foster Dykema Cabot & Co
Massachusetts
$213K – – –
BCWM
1202
Blue Chip Wealth Management
Florida
$213K +$224K +886 New
UFF
1203
USA Financial Formulas
Michigan
$212K +$224K +885 New
HCM
1204
Highbridge Capital Management
New York
$211K -$20.3M -80,223 -99%
LW
1205
Linscomb Wealth
Texas
$211K -$10.6K -42 -5%
SC
1206
SRB Corp
Massachusetts
$211K – – –
MHS
1207
M Holdings Securities
Oregon
$210K -$36.9K -146 -14%
GHA
1208
GW Henssler & Associates
Georgia
$209K – – –
GW
1209
GW & Wade
Massachusetts
$208K +$219K +865 New
HT
1210
Heritage Trust
Oklahoma
$207K -$36.4K -144 -14%
KA
1211
Kovack Advisors
Florida
$206K -$130K -516 -38%
CCA
1212
Clearwater Capital Advisors
Illinois
$206K +$2.78K +11 +1%
RWA
1213
Ropes Wealth Advisors
Massachusetts
$205K -$51.6K -204 -19%
KP
1214
Keel Point
Alabama
$205K +$216K +855 New
CSIC
1215
Clifford Swan Investment Counsel
California
$204K -$78.9K -312 -27%
BFC
1216
Bedel Financial Consulting
Indiana
$202K – – –
AFP
1217
Ausdal Financial Partners
Iowa
$201K -$131K -520 -38%
BW
1218
Bison Wealth
Georgia
$200K -$25.3K -100 -11%
OC
1219
Oakworth Capital
Alabama
$197K – – –
PCM
1220
Prelude Capital Management
New York
$187K +$197K +780 New
JG
1221
Jefferies Group
New York
$183K -$12.3M -48,774 -98%
IUHSA
1222
Itau Unibanco Holding S.A.
Brazil
$166K +$45.3K +179 +35%
HWP
1223
Hefty Wealth Partners
Indiana
$162K +$11.4K +45 +7%
SIM
1224
Sonora Investment Management
Arizona
$159K +$2.53K +10 +2%
CF
1225
Centaurus Financial
California
$156K +$164K +649 New