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Name Holding Trade Value Shares
Change
Change in
Stake
YIM
301
Yoffe Investment Management
Pennsylvania
$176K
MAM
302
Marotta Asset Management
Virginia
$175K +$6.63K +674 +4%
CAM
303
Cresset Asset Management
Illinois
$174K -$334K -33,963 -67%
GS
304
GWN Securities
Florida
$173K +$164K +16,638 New
OPA
305
Old Port Advisors
Maine
$173K -$11K -1,116 -6%
SMH
306
Sanders Morris Harris
Texas
$170K
FPL
307
Fortress Private Ledger
North Carolina
$170K +$162K +16,482 New
CIA
308
Concurrent Investment Advisors
Florida
$168K +$39.9K +4,055 +33%
SMA
309
Seven Mile Advisory
New Jersey
$167K -$98 -10 -0.1%
FHA
310
First Horizon Advisors
Tennessee
$167K -$2.13K -216 -1%
PFG
311
Prospect Financial Group
Virginia
$165K +$22.1K +2,247 +16%
DCM
312
Dimension Capital Management
Florida
$165K
WFI
313
West Family Investments
California
$163K +$709 +72 +0.5%
KP
314
Keel Point
Alabama
$160K -$1.53K -155 -1%
SW
315
Simplicity Wealth
New Jersey
$159K +$11.2K +1,135 +8%
NHC
316
Nicholas Hoffman & Company
Georgia
$159K +$738 +75 +0.5%
TCA
317
Transcend Capital Advisors
New Jersey
$158K +$4.35K +442 +3%
SRC
318
Sage Rhino Capital
California
$157K +$3.76K +382 +3%
GSEP
319
Golden State Equity Partners
California
$157K -$13.9K -1,412 -8%
CCA
320
Checchi Capital Advisers
California
$156K +$3.18K +323 +2%
ESB
321
Essex Savings Bank
Connecticut
$155K -$2.23K -226 -1%
MCM
322
MAI Capital Management
Ohio
$154K -$66.7K -6,779 -31%
CPA
323
Cardiff Park Advisors
California
$153K
AAM
324
Aureus Asset Management
Massachusetts
$153K
LGF
325
LGT Group Foundation
Liechtenstein
$150K -$159K -16,176 -53%