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Name Holding Trade Value Shares
Change
Change in
Stake
EP
501
Edgestream Partners
New Jersey
$381K -$5.95M -256,219 -94%
CG
502
Caprock Group
Idaho
$380K -$23.2K -1,001 -6%
LFG
503
Lockerman Financial Group
California
$380K +$382K +16,450 New
FIM
504
Fruth Investment Management
Texas
$378K
BF
505
BOK Financial
Oklahoma
$374K +$7.36K +317 +2%
MFA
506
Mayflower Financial Advisors
Massachusetts
$372K +$209 +9 +0.1%
SWA
507
Stratos Wealth Advisors
Ohio
$371K +$418 +18 +0.1%
BFEC
508
Benjamin F. Edwards & Company
Missouri
$370K -$7.89K -340 -2%
AWM
509
Altium Wealth Management
New York
$370K +$22.2K +958 +6%
IA
510
IndexIQ Advisors
New York
$369K -$18.7K -807 -5%
IRF
511
IBM Retirement Fund
New York
$367K -$266K -11,445 -42%
FHB
512
First Hawaiian Bank
Hawaii
$366K -$14.5K -626 -4%
SWM
513
Silverlake Wealth Management
Vermont
$364K +$365K +15,744 New
BG
514
Bollard Group
Massachusetts
$364K -$2.85K -123 -0.8%
MW
515
Marcum Wealth
Ohio
$361K -$5.2K -224 -1%
FA
516
Fagan Associates
New York
$360K +$162 +7 +0%
VWM
517
Vigilare Wealth Management
Arizona
$360K +$534 +23 +0.1%
BC
518
Bridgefront Capital
Texas
$355K +$356K +15,349 New
CCM
519
Cutler Capital Management
Massachusetts
$354K -$27.8K -1,200 -7%
CFA
520
Carroll Financial Associates
North Carolina
$354K -$2.09K -90 -0.6%
OC
521
Oppenheimer & Co
New York
$352K +$14.4K +619 +4%
Qube Research & Technologies (QRT)
522
Qube Research & Technologies (QRT)
United Kingdom
$347K +$348K +14,989 New
RWM
523
Ritholtz Wealth Management
New York
$347K +$348K +14,991 New
LK
524
Lumbard & Kellner
New Hampshire
$345K -$1.51M -65,243 -83%
IWC
525
Integrated Wealth Concepts
Massachusetts
$341K +$1.69K +73 +0.5%