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Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
376
Ladenburg Thalmann Financial Services
Florida
$469K +$331K +8,407 +287%
MIAN
377
Mariner Independent Advisor Network
Kansas
$469K +$445K +11,320 New
GI
378
Gradient Investments
Minnesota
$463K +$440K +11,179 New
FPS
379
Fieldpoint Private Securities
Connecticut
$458K +$93.8K +2,384 +27%
ANRIA
380
American National Registered Investment Advisor
Texas
$457K
EVM
381
Eaton Vance Management
Massachusetts
$452K +$430K +10,924 New
MNBTD
382
Moody National Bank Trust Division
Texas
$448K
Cambridge Investment Research Advisors
383
Cambridge Investment Research Advisors
Iowa
$445K +$95.2K +2,420 +29%
PAG
384
Private Advisor Group
New Jersey
$443K -$49.7K -1,263 -12%
CWM
385
Circle Wealth Management
New Jersey
$443K +$146K +3,700 +53%
RA
386
Rational Advisors
New York
$435K +$358K +9,111 +651%
SGM
387
Skye Global Management
Florida
$435K +$413K +10,500 New
MML Investors Services
388
MML Investors Services
Massachusetts
$434K +$412K +10,483 New
Lido Advisors
389
Lido Advisors
California
$414K +$393K +10,000 New
MIFH
390
Migdal Insurance & Financial Holdings
Israel
$412K +$99.2K +2,520 +34%
QC
391
QCM Cayman
Texas
$405K +$385K +9,787 New
GT
392
Greenleaf Trust
Michigan
$402K
LWCFA
393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$399K +$379K +9,640 New
SWM
394
SeaCrest Wealth Management
New York
$398K +$378K +9,617 New
CCM
395
Canal Capital Management
Virginia
$398K +$379K +9,620 New
WC
396
Wexford Capital
Florida
$392K -$143K -3,630 -28%
Fiera Capital (Canada)
397
Fiera Capital (Canada)
Quebec, Canada
$390K -$14.3K -363 -4%
SIA
398
Sit Investment Associates
Minnesota
$387K -$51.2K -1,300 -12%
SBA
399
Seven Bridges Advisors
New York
$381K
SPIA
400
Steward Partners Investment Advisory
New York
$377K +$73.2K +1,860 +26%