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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
676
Shufro Rose & Co
New York
$210K
CWM
677
Centurion Wealth Management
Virginia
$210K +$212K +807 New
SC
678
Sepio Capital
Utah
$208K +$211K +801 New
BCA
679
Bay Capital Advisors
Virginia
$208K +$211K +801 New
LSWM
680
Lorne Steinberg Wealth Management
Canada
$208K +$210K +800 New
TCA
681
Transcend Capital Advisors
New Jersey
$207K -$32.1K -122 -13%
QCG
682
Quadrant Capital Group
Ohio
$206K -$984K -3,742 -83%
GC
683
Guidance Capital
Kentucky
$206K -$63.4K -241 -25%
ICP
684
Interchange Capital Partners
Pennsylvania
$204K +$206K +784 New
CI
685
Conning Inc
Connecticut
$203K +$206K +782 New
CM
686
Columbus Macro
Pennsylvania
$202K +$205K +778 New
BM
687
Belfer Management
New York
$202K +$204K +776 New
PAM
688
Panagora Asset Management
Massachusetts
$201K -$30.9M -117,585 -99%
Envestnet Portfolio Solutions
689
Envestnet Portfolio Solutions
Illinois
$201K -$61.8K -235 -23%
KSWWM
690
Keyes Stange & Wooten Wealth Management
Florida
$201K +$203K +771 New
RDWM
691
Red Door Wealth Management
Tennessee
$201K +$203K +771 New
SWP
692
Sagespring Wealth Partners
Tennessee
$201K +$203K +771 New
UB
693
UMB Bank
Missouri
$193K +$40K +152 +26%
CFB
694
Cullen/Frost Bankers
Texas
$190K -$41.8K -159 -18%
MCM
695
MAI Capital Management
Ohio
$188K +$94.9K +361 +100%
SS
696
Sunbelt Securities
Texas
$187K +$28.9K +110 +18%
CA
697
Clearstead Advisors
Ohio
$187K +$19.7K +75 +12%
LIA
698
Luken Investment Analytics
Tennessee
$182K
IA
699
IFP Advisors
Florida
$178K -$30.5K -116 -15%
RC
700
Rexford Capital
Texas
$173K