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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
301
Regions Financial Corp
Alabama
$341K
PCM
302
Pointe Capital Management
Michigan
$333K
SMH
303
Sanders Morris Harris
Texas
$333K
FVCM
304
F&V Capital Management
Florida
$330K
AO
305
Advisor OS
Illinois
$330K
BM
306
Belfer Management
New York
$329K
PWM
307
Perigon Wealth Management
California
$327K +$316K +7,675 New
PVI
308
Pine Valley Investments
New Jersey
$326K -$7.7K -187 -2%
SWM
309
Spire Wealth Management
Virginia
$323K -$2.59K -63 -0.8%
BBHC
310
Brown Brothers Harriman & Co
New York
$320K +$17.1K +415 +6%
WB
311
WesBanco Bank
West Virginia
$314K -$8.48K -206 -3%
AA
312
Aire Advisors
California
$313K +$36K +875 +14%
IWA
313
Icon Wealth Advisors
Texas
$309K +$4.12K +100 +1%
LSAG
314
Lake Street Advisors Group
New Hampshire
$308K
P
315
&Partners
Tennessee
$308K +$298K +7,236 New
HCM
316
Hilton Capital Management
New York
$302K
LF
317
Lee Financial
Texas
$301K +$10.3K +249 +4%
RHP
318
Royal Harbor Partners
Texas
$301K
ST
319
Sabal Trust
Florida
$300K
RCM
320
Requisite Capital Management
Texas
$299K
AWP
321
Ascent Wealth Partners
New York
$298K -$305K -7,399 -51%
OP
322
ORG Partners
Indiana
$295K +$42.2K +1,025 +18%
SEP
323
Southland Equity Partners
Missouri
$293K
BEI
324
Benjamin Edwards Inc
Missouri
$290K +$4.94K +120 +2%
SBCM
325
Silverberg Bernstein Capital Management
New York
$290K