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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
351
Valeo Financial Advisors
Indiana
$423K +$98.3K +1,877 +31%
WS
352
Wedbush Securities
California
$422K +$14.1K +270 +4%
SMH
353
Sanders Morris Harris
Texas
$419K – – –
EWM
354
Empirical Wealth Management
Washington
$419K – – –
TC
355
TownSquare Capital
Utah
$415K +$41.5K +793 +11%
AO
356
Advisor OS
Illinois
$415K – – –
CRC
357
Curi RMB Capital
Illinois
$415K -$924K -17,640 -69%
HH
358
Hilltop Holdings
Texas
$413K +$51.4K +982 +15%
MA
359
MAS Advisors
Florida
$412K +$65.1K +1,242 +19%
BM
360
Belfer Management
New York
$410K -$3.4K -65 -0.8%
OP
361
ORG Partners
Indiana
$410K +$313K +5,978 +366%
SPC
362
Sigma Planning Corp
Michigan
$408K -$3.51K -67 -0.9%
PVI
363
Pine Valley Investments
New Jersey
$398K -$10.7K -205 -3%
LF
364
Lee Financial
Texas
$395K -$512K -9,770 -57%
IWA
365
Icon Wealth Advisors
Texas
$390K -$3.35K -64 -0.9%
CIC
366
Carnegie Investment Counsel
Ohio
$384K -$26.2K -500 -6%
HI
367
Harbour Investments
Wisconsin
$381K +$93.6K +1,787 +34%
HCM
368
Hilton Capital Management
New York
$379K – – –
ST
369
Sabal Trust
Florida
$377K – – –
RCM
370
Requisite Capital Management
Texas
$376K – – –
OWP
371
ORG Wealth Partners
Texas
$368K +$76.5K +1,460 +27%
SBCM
372
Silverberg Bernstein Capital Management
New York
$364K – – –
SP
373
Stablepoint Partners
Massachusetts
$364K -$21.3K -407 -6%
KA
374
Kovack Advisors
Florida
$364K -$361K -6,884 -50%
IA
375
Inspire Advisors
Idaho
$362K +$354K +6,759 New