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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1401
Chicago Trust
Illinois
$843K -$61K -1,325 -7%
CWP
1402
CFM Wealth Partners
Texas
$841K +$123K +2,681 +17%
KA
1403
Kovack Advisors
Florida
$840K -$39.2K -850 -4%
OPS
1404
Orion Portfolio Solutions
Nebraska
$835K -$73K -1,584 -8%
OCM
1405
Orleans Capital Management
Louisiana
$835K +$861K +18,690 New
MYIA
1406
Mount Yale Investment Advisors
Colorado
$834K +$399K +8,658 +87%
JSL
1407
JT Stratford LLC
Georgia
$833K -$532K -11,551 -38%
CQS
1408
Credential Qtrade Securities
$833K +$132K +2,872 +18%
LJAC
1409
L.J. Altfest & Co
New York
$830K -$793K -17,209 -48%
LOAMS
1410
Lombard Odier Asset Management (Switzerland)
Switzerland
$825K -$359K -7,803 -30%
HRC
1411
Hoertkorn Richard Charles
$824K
FL
1412
Fort LP
Maryland
$822K -$1.43M -31,010 -63%
RMA
1413
Roffman Miller Associates
Pennsylvania
$820K +$846K +18,360 New
CF
1414
Centaurus Financial
California
$816K +$85.4K +1,855 +11%
CI
1415
Capital International
California
$815K -$4.11M -89,217 -83%
SMH
1416
Sanders Morris Harris
Texas
$815K
KFA
1417
Kelleher Financial Advisors
New York
$814K
PCM
1418
Parsons Capital Management
Rhode Island
$813K +$461 +10 +0.1%
Kovitz Investment Group Partners
1419
Kovitz Investment Group Partners
Illinois
$813K +$369K +8,017 +79%
FFS
1420
Founders Financial Securities
Maryland
$811K +$210K +4,559 +34%
BWL
1421
Bogart Wealth LLC
Virginia
$810K +$90.9K +1,973 +12%
JFA
1422
JNBA Financial Advisors
Minnesota
$805K -$10.2K -222 -1%
PCA
1423
Private Capital Advisors
Connecticut
$804K
ROTUOC
1424
Regents of the University of California
California
$804K
KMWM
1425
Keudell/Morrison Wealth Management
Oregon
$799K -$60.8K -1,320 -7%