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Name Holding Trade Value Shares
Change
Change in
Stake
SMH
526
Sanders Morris Harris
Texas
$334K – – –
RIL
527
Rothschild Investment LLC
Illinois
$330K +$8.06K +126 +3%
NP
528
NorthRock Partners
Minnesota
$329K -$142K -2,221 -31%
MWM
529
Modern Wealth Management
Kansas
$329K +$308K +4,816 New
BAM
530
Brave Asset Management
New Jersey
$327K – – –
MC
531
Machina Capital
France
$325K -$238K -3,722 -43%
NWAG
532
Net Worth Advisory Group
Utah
$322K -$49.2K -770 -14%
BBL
533
Beck Bode LLC
Massachusetts
$321K -$49.4K -772 -14%
KF
534
Krilogy Financial
Missouri
$318K +$1.22K +19 +0.5%
EWA
535
EverSource Wealth Advisors
Alabama
$316K -$4.99K -78 -2%
ZCP
536
Z3 Capital Partners
Virginia
$311K – – –
NW
537
NewEdge Wealth
Pennsylvania
$311K -$58.1K -908 -16%
ONB
538
Old National Bancorp
Indiana
$309K -$192 -3 -0.1%
CAL
539
Capital Advisors Ltd
Ohio
$307K – – –
SFG
540
SageGuard Financial Group
Tennessee
$303K – – –
Nisa Investment Advisors
541
Nisa Investment Advisors
Missouri
$302K -$38.8K -606 -12%
JG
542
Jain Global
New York
$301K +$294K +4,599 New
ASN
543
Advisory Services Network
Georgia
$301K +$294K +4,595 New
IFS
544
Ifrah Financial Services
Arkansas
$299K -$10.2K -159 -3%
SIM
545
Stratos Investment Management
Ohio
$298K -$8.12K -127 -3%
WF
546
Welch & Forbes
Massachusetts
$295K – – –
SWP
547
Sagespring Wealth Partners
Tennessee
$295K +$34.5K +540 +14%
SAIG
548
Semper Augustus Investments Group
Colorado
$294K – – –
SWP
549
Stratos Wealth Partners
Ohio
$294K -$71.4K -1,117 -20%
HNB
550
Hilltop National Bank
Wyoming
$293K +$12.8K +200 +5%