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Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
751
Signature Estate & Investment Advisors
California
$220K +$208K +827 New
SG
752
StoneX Group
New York
$216K +$205K +815 New
CPA
753
Capital Performance Advisors
California
$215K +$204K +810 New
HCC
754
Hirtle Callaghan & Co
Pennsylvania
$215K +$204K +810 New
PDL
755
Portfolio Design Labs
California
$215K +$204K +809 New
OC
756
Oppenheimer & Co
New York
$214K +$203K +806 New
FCM
757
Fortis Capital Management
Washington
$213K +$202K +803 New
CSIC
758
Clifford Swan Investment Counsel
California
$213K +$202K +800 New
FTEA
759
Forty-three Eighteen Advisors
Arkansas
$212K +$201K +799 New
VCM
760
Virtue Capital Management
Tennessee
$212K -$6.55K -26 -3%
LWM
761
Laidlaw Wealth Management
New York
$211K -$136K -541 -41%
KFAS
762
Keating Financial Advisory Services
Kansas
$210K -$63.7K -253 -24%
PGFC
763
Peapack-Gladstone Financial Corp
New Jersey
$210K +$200K +792 New
PCIA
764
Prime Capital Investment Advisors
Kansas
$210K +$199K +790 New
AHL
765
Abel Hall LLC
Louisiana
$208K +$197K +783 New
DT
766
Diversified Trust
Tennessee
$207K +$196K +779 New
CA
767
Claro Advisors
Massachusetts
$207K +$196K +778 New
MM
768
MQS Management
New York
$206K +$196K +777 New
CWG
769
Cornerstone Wealth Group
North Carolina
$206K +$156K +618 New
Luther King Capital Management (LKCM)
770
Luther King Capital Management (LKCM)
Texas
$206K +$195K +774 New
KF
771
Krilogy Financial
Missouri
$206K +$167K +663 New
FWM
772
ForthRight Wealth Management
Georgia
$204K +$193K +767 New
CAG
773
Csenge Advisory Group
Florida
$202K +$191K +760 New
PCG
774
Prosperity Consulting Group
Maryland
$202K +$191K +760 New
LCC
775
Lincoln Capital Corp
Rhode Island
$201K +$191K +757 New