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Name Holding Trade Value Shares
Change
Change in
Stake
LF
501
LifePlan Financial
Minnesota
$376K
CM
502
Crestline Management
Texas
$376K +$361K +4,599 New
KRSITF
503
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$372K +$258K +3,288 +71%
SCA
504
Snowden Capital Advisors
New York
$363K -$27.5K -350 -7%
TC
505
TAGStone Capital
North Carolina
$356K
RCG
506
Regatta Capital Group
California
$351K +$6.36K +81 +2%
LRIA
507
Leonard Rickey Investment Advisors
Washington
$351K +$2.67K +34 +0.8%
Empower Advisory Group
508
Empower Advisory Group
Colorado
$350K +$26K +331 +8%
BP
509
BBR Partners
New York
$349K +$157 +2 +0%
PCS
510
Personal CFO Solutions
New Jersey
$344K -$158K -2,011 -32%
LSAG
511
Lake Street Advisors Group
New Hampshire
$338K -$6.21K -79 -2%
PSC
512
Portman Square Capital
United Kingdom
$331K -$400K -5,087 -56%
AWA
513
Arete Wealth Advisors
Illinois
$327K +$44.1K +562 +16%
BTWM
514
Baker Tilly Wealth Management
Wisconsin
$325K +$18.2K +232 +6%
CIEC
515
Crédit Industriel et Commercial
France
$323K +$310K +3,945 New
CAM
516
Cresset Asset Management
Illinois
$320K -$1.55M -19,684 -83%
FSA
517
Franklin Street Advisors
North Carolina
$320K
FFM
518
Forum Financial Management
Illinois
$317K +$40.2K +512 +15%
EWA
519
EverSource Wealth Advisors
Alabama
$316K +$157K +1,999 +107%
JF
520
Jump Financial
Illinois
$313K -$5M -63,712 -94%
SFC
521
SYM Financial Corp
Indiana
$313K +$301K +3,826 New
GS
522
GTS Securities
Florida
$312K -$815K -10,379 -73%
GP
523
Greenline Partners
New York
$308K
PA
524
Profund Advisors
Maryland
$307K +$42.3K +538 +17%
BCM
525
Brookstone Capital Management
Illinois
$307K -$236 -3 -0.1%