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Name Holding Trade Value Shares
Change
Change in
Stake
SMH
2351
Sanders Morris Harris
Texas
$673K +$666K +5,866 New
WTFG
2352
Wells Trecaso Financial Group
Ohio
$672K – – –
THWM
2353
Taylor Hoffman Wealth Management
Virginia
$671K -$181K -1,591 -21%
CCT
2354
Capital City Trust
Florida
$671K +$68.9K +607 +12%
SGK
2355
Steigerwald Gordon & Koch
Virginia
$671K +$33.9K +299 +5%
KC
2356
Kenfarb & Co
Kentucky
$669K – – –
UBS O'Connor
2357
UBS O'Connor
Illinois
$668K -$1.37M -12,074 -68%
RRC
2358
Relaxing Retirement Coach
Massachusetts
$668K +$5.9K +52 +0.9%
CIA
2359
Cohen Investment Advisors
New Hampshire
$666K -$4.32K -38 -0.7%
AFG
2360
ABLE Financial Group
Arizona
$666K +$385K +3,387 +142%
CAM
2361
Campion Asset Management
Virginia
$665K +$34.1K +300 +5%
NP
2362
Ninepoint Partners
Ontario, Canada
$663K – – –
KIA
2363
KLR Investment Advisors
Rhode Island
$663K +$19.8K +174 +3%
D
2364
Diversified
Delaware
$663K -$681 -6 -0.1%
AP
2365
Arlington Partners
Alabama
$662K +$248K +2,180 +61%
KCFA
2366
Key Client Fiduciary Advisors
New Jersey
$662K -$11.9K -105 -2%
FC
2367
FCA Corp
Texas
$660K -$6.58K -58 -1%
SIS
2368
Sound Income Strategies
Florida
$660K -$18.1K -159 -3%
KC
2369
Kingfisher Capital
North Carolina
$659K +$27.6K +243 +4%
BCMLT
2370
Beacon Capital Management LLC (Tennessee)
Tennessee
$657K +$58.8K +518 +10%
PB
2371
Pinnacle Bancorp
Nebraska
$656K +$32.1K +283 +5%
CA
2372
Cortland Associates
Missouri
$656K -$117K -1,032 -15%
1WM
2373
1900 Wealth Management
Texas
$656K +$23K +203 +4%
BSSFA
2374
Baron Silver Stevens Financial Advisors
Florida
$655K +$46.2K +407 +8%
Apella Capital
2375
Apella Capital
Connecticut
$655K +$644K +5,675 New