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Name Holding Trade Value Shares
Change
Change in
Stake
CGH
601
Crossmark Global Holdings
Texas
$297K +$30.5K +230 +10%
SWP
602
Sagespring Wealth Partners
Tennessee
$296K +$348K +2,624 New
HA
603
Huntleigh Advisors
Missouri
$293K -$2.25K -17 -0.6%
PP
604
PDT Partners
New York
$292K -$2.24M -16,934 -87%
SPA
605
Sherbrooke Park Advisers
New York
$291K +$342K +2,579 New
PA
606
Pinnacle Associates
New York
$287K +$338K +2,547 New
PCS
607
Personal CFO Solutions
New Jersey
$284K +$6.5K +49 +2%
BF
608
BOK Financial
Oklahoma
$282K – – –
KAM
609
Kazazian Asset Management
Florida
$282K – – –
SC
610
SummitTX Capital
Texas
$280K +$329K +2,485 New
MFG
611
Merit Financial Group
Georgia
$277K +$326K +2,458 New
UB
612
UMB Bank
Missouri
$276K +$663 +5 +0.2%
MYIA
613
Mount Yale Investment Advisors
Colorado
$276K +$324K +2,447 New
KA
614
Kovack Advisors
Florida
$272K +$1.99K +15 +0.6%
AFA
615
Avant Financial Advisors
Texas
$270K – – –
HI
616
Harbour Investments
Wisconsin
$268K +$4.51K +34 +1%
IAIM
617
International Assets Investment Management
Florida
$268K +$35.3K +266 +13%
MLM
618
Mount Lucas Management
Pennsylvania
$267K +$315K +2,373 New
EW
619
Evoke Wealth
California
$262K +$12.6K +95 +4%
WTC
620
WhitTier Trust Company
Nevada
$262K – – –
PPWP
621
Premier Path Wealth Partners
New Jersey
$262K +$40.6K +306 +15%
TC
622
Truvestments Capital
Florida
$261K +$307K +2,318 New
CWM
623
Challenger Wealth Management
California
$259K – – –
LS
624
Livforsakringsbolaget Skandia
Sweden
$259K – – –
TIAA Trust, National Association
625
TIAA Trust, National Association
North Carolina
$257K -$11.7M -88,274 -97%