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Name Holding Trade Value Shares
Change
Change in
Stake
KM
2926
Kalos Management
Georgia
$290K
EIG
2927
Ellenbecker Investment Group
Wisconsin
$290K +$13.3K +54 +6%
PTC
2928
Petrus Trust Company
Texas
$290K +$249K +1,010 New
SFG
2929
Sather Financial Group
Texas
$290K +$249K +1,009 New
AWM
2930
Affinity Wealth Management
Delaware
$289K +$15.1K +61 +6%
EC
2931
EdgeRock Capital
Colorado
$289K -$25.7K -104 -9%
AWM
2932
Aberdeen Wealth Management
Illinois
$289K +$3.7K +15 +0.7%
3F
2933
360 Financial
Minnesota
$288K
FPB
2934
First PREMIER Bank
South Dakota
$287K
FAM
2935
Forte Asset Management
New York
$287K
GC
2936
Gruss & Co
Florida
$287K
OWM
2937
Orgel Wealth Management
Wisconsin
$287K
SWM
2938
Segment Wealth Management
Texas
$287K
PHK
2939
Point72 Hong Kong
Hong Kong
$287K +$247K +1,000 New
Simplex Trading
2940
Simplex Trading
Illinois
$286K -$8.02M -32,500 -97%
LFG
2941
Lazard Frères Gestion
France
$285K +$247K +1,000 New
IIM
2942
Ipswich Investment Management
Massachusetts
$285K
HWAM
2943
Hennion & Walsh Asset Management
New Jersey
$284K -$961K -3,896 -80%
MFS
2944
Madrona Financial Services
Washington
$284K -$10.1K -41 -4%
EFL
2945
ERn Financial LLC
Wisconsin
$283K +$243K +986 New
HCM
2946
Hall Capital Management
Rhode Island
$282K +$3.7K +15 +2%
FMTCOCP
2947
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$282K -$9.87K -40 -4%
LOPW
2948
Live Oak Private Wealth
North Carolina
$282K +$242K +981 New
FAG
2949
Financial Advisory Group
Texas
$281K
CA
2950
Calton & Associates
Florida
$280K -$10.6K -43 -4%