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Name Holding Trade Value Shares
Change
Change in
Stake
APA
226
American Portfolios Advisors
New York
$242K +$14.5K +514 +7%
CP
227
Castleview Partners
Texas
$239K +$229K +8,081 New
CPC
228
Cookson Peirce & Co
Pennsylvania
$237K
SMH
229
Sanders Morris Harris
Texas
$233K
Luther King Capital Management (LKCM)
230
Luther King Capital Management (LKCM)
Texas
$232K +$222K +7,840 New
AO
231
Advisor OS
Illinois
$229K +$219K +7,748 New
WIA
232
World Investment Advisors
California
$228K +$218K +7,700 New
CCIA
233
Cherry Creek Investment Advisors
Colorado
$227K +$217K +7,670 New
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226K
WLPWM
235
Walled Lake Planning & Wealth Management
Illinois
$226K
CIC
236
Carnegie Investment Counsel
Ohio
$225K +$216K +7,615 New
UCFA
237
United Capital Financial Advisors
Texas
$222K +$213K +7,511 New
Jane Street
238
Jane Street
New York
$216K -$2.92M -103,258 -93%
MAFM
239
Mid Atlantic Financial Management
Pennsylvania
$214K +$204K +7,221 New
BBHC
240
Brown Brothers Harriman & Co
New York
$210K
HCM
241
Hilton Capital Management
New York
$210K
CWA
242
Clearview Wealth Advisors
Oregon
$210K +$40.2K +1,420 +25%
WHG
243
Westwood Holdings Group
Texas
$200K +$191K +6,760 New
SWA
244
SOA Wealth Advisors
New York
$186K -$27.5K -972 -13%
HI
245
Harbour Investments
Wisconsin
$186K +$9.03K +319 +5%
LF
246
Lee Financial
Texas
$182K
PFBT
247
Parkside Financial Bank & Trust
Missouri
$178K +$18.8K +665 +12%
CPA
248
Cowen Prime Advisors
New York
$168K
IA
249
IFP Advisors
Florida
$157K -$14.2K -500 -9%
1IA
250
1834 Investment Advisors
Wisconsin
$135K +$125K +4,400 +2,933%