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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
276
Bard Financial Services
Connecticut
$215K +$12.3K +375 +5%
M&T Bank
277
M&T Bank
New York
$214K +$35.2K +1,077 +16%
Creative Planning
278
Creative Planning
Kansas
$211K +$686 +21 +0.3%
DAS
279
Dynamic Advisor Solutions
Arizona
$211K +$26.6K +815 +12%
CIM
280
Chiron Investment Management
New York
$211K +$253K +7,734 New
USGIU
281
U.S. Global Investors (USGI)
Texas
$205K
KIA
282
KCM Investment Advisors
California
$204K +$244K +7,460 New
GWM
283
Geneos Wealth Management
Colorado
$203K -$2.45K -75 -1%
SAM
284
Silvercrest Asset Management
New York
$200K +$240K +7,341 New
State of Tennessee, Department of Treasury
285
State of Tennessee, Department of Treasury
Tennessee
$191K
CH
286
Canton Hathaway
Rhode Island
$186K +$91.5K +2,800 +70%
EDRH
287
Edmond de Rothschild Holding
Switzerland
$184K -$6.93K -212 -3%
DekaBank Deutsche Girozentrale
288
DekaBank Deutsche Girozentrale
Germany
$164K -$686K -21,000 -78%
NL
289
NKCFO LLC
Illinois
$128K
SWA
290
Sutton Wealth Advisors
Florida
$118K +$752 +23 +0.5%
EMFAT
291
Emerald Mutual Fund Advisers Trust
Pennsylvania
$116K -$56.2K -1,720 -29%
EL
292
EMFO LLC
Florida
$112K
BI
293
Bramshill Investments
Florida
$102K -$18.4K -562 -13%
EI
294
Ellevest Inc
New York
$97K +$109K +3,349 +1,726%
CFD
295
Creative Financial Designs
Indiana
$90K +$1.83K +56 +2%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$87K +$102K +3,111 +3,457%
Macquarie Group
297
Macquarie Group
Australia
$85K -$32.1K -982 -34%
SCA
298
Stonebridge Capital Advisors
Minnesota
$84K
Toronto Dominion Bank
299
Toronto Dominion Bank
Ontario, Canada
$81K +$98.1K +3,000 New
ETC
300
Exchange Traded Concepts
Oklahoma
$80K +$21K +642 +28%