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Name Holding Trade Value Shares
Change
Change in
Stake
QL
501
Quarry LP
New York
$315K +$217K +4,081 +300%
HIP
502
HUB Investment Partners
Texas
$309K +$284K +5,338 New
FW
503
FullCircle Wealth
Texas
$309K
TAFW
504
Tred Avon Family Wealth
Maryland
$306K +$280K +5,270 New
SMH
505
Sanders Morris Harris
Texas
$296K
SAIG
506
Semper Augustus Investments Group
Colorado
$295K
IFS
507
Ifrah Financial Services
Arkansas
$290K -$18.4K -347 -6%
BAM
508
Brave Asset Management
New Jersey
$290K
MA
509
MONECO Advisors
Connecticut
$289K -$15.7K -296 -6%
CL
510
Choreo LLC
Illinois
$283K -$279K -5,246 -52%
EWA
511
EverSource Wealth Advisors
Alabama
$282K +$118K +2,214 +84%
DC
512
Davenport & Co
Virginia
$279K -$14.6K -275 -5%
IAS
513
Integrity Advisory Solutions
Texas
$278K +$255K +4,803 New
M1FG
514
Mach-1 Financial Group
Arkansas
$278K +$255K +4,803 New
EWM
515
Empirical Wealth Management
Washington
$275K +$252K +4,737 New
CAL
516
Capital Advisors Ltd
Ohio
$272K
SIM
517
Stratos Investment Management
Ohio
$271K +$7.22K +136 +3%
RIL
518
Rothschild Investment LLC
Illinois
$270K +$478 +9 +0.2%
Nomura Asset Management
519
Nomura Asset Management
Japan
$268K
CIA
520
Concurrent Investment Advisors
Florida
$267K -$22.4K -421 -8%
WF
521
Welch & Forbes
Massachusetts
$261K
AT
522
American Trust
Kentucky
$261K -$51.9K -977 -18%
MM
523
MQS Management
New York
$247K +$226K +4,263 New
UAG
524
United Advisor Group
Ohio
$246K +$225K +4,235 New
DWT
525
Dorsey & Whitney Trust
South Dakota
$243K +$2.02K +38 +0.9%