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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Laidlaw Wealth Management
New York
$678K +$20K +545 +3%
SWP
277
Stratos Wealth Partners
Ohio
$676K -$501K -13,638 -39%
PFO
278
Pathstone Family Office
New Jersey
$675K +$35.9K +976 +5%
E
279
Ergoteles
New York
$668K -$14.2M -386,865 -95%
CF
280
Cantor Fitzgerald
New York
$664K +$770K +20,947 New
AFP
281
Ausdal Financial Partners
Iowa
$655K +$45.5K +1,238 +6%
SLWA
282
San Luis Wealth Advisors
California
$646K -$30.7K -836 -4%
MFG
283
Magnus Financial Group
New York
$634K -$191K -5,200 -21%
RIM
284
Redpoint Investment Management
Australia
$634K
PFA
285
Paradigm Financial Advisors
Missouri
$612K +$2.39K +65 +0.3%
TG
286
TCW Group
California
$602K +$698K +18,986 New
CLOS
287
Compagnie Lombard Odier SCmA
Switzerland
$595K -$143K -3,900 -17%
BC
288
BIT Capital
Germany
$594K -$566K -15,405 -45%
CF
289
Copperwynd Financial
Arizona
$589K +$25.7K +699 +4%
AIG
290
American International Group
New York
$584K
BF
291
BOK Financial
Oklahoma
$566K +$656K +17,865 New
AC
292
Avestar Capital
New York
$562K -$672K -18,288 -51%
GCS
293
Gordian Capital (Singapore)
Singapore
$543K +$629K +17,130 New
VAFP
294
Vahanian & Associates Financial Planning
New York
$543K +$630K +17,140 New
TWM
295
Tradition Wealth Management
Minnesota
$534K -$10.5K -285 -2%
FFS
296
Founders Financial Securities
Maryland
$533K +$17.5K +475 +3%
SVCP
297
Silicon Valley Capital Partners
California
$532K +$64.3K +1,749 +12%
Fisher Asset Management
298
Fisher Asset Management
Washington
$526K -$100K -2,725 -14%
GKWIM
299
Gerber Kawasaki Wealth & Investment Management
California
$512K +$594K +16,170 +77,000%
SPIA
300
Steward Partners Investment Advisory
New York
$511K -$62.8K -1,708 -10%