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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
451
Independent Advisor Alliance
North Carolina
$263K -$1.75M -27,683 -87%
CSB
452
City State Bank
Iowa
$263K -$9.49K -150 -3%
MIM
453
Meixler Investment Management
Arizona
$259K +$21.4K +338 +9%
CAM
454
Cubic Asset Management
Massachusetts
$257K
CWM
455
Cornerstone Wealth Management
Missouri
$254K -$1.14K -18 -0.4%
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$252K +$258K +4,079 New
SWP
457
Stratos Wealth Partners
Ohio
$250K +$256K +4,050 New
MFS
458
Mirabella Financial Services
United Kingdom
$250K +$256K +4,041 New
BLC
459
Brown, Lisle/Cummings
Rhode Island
$249K +$38K +600 +17%
AIM
460
Aigen Investment Management
New York
$248K -$526K -8,309 -67%
USGIU
461
U.S. Global Investors (USGI)
Texas
$247K
RFO
462
RiverGlades Family Offices
Florida
$247K
NSIM
463
North Star Investment Management
Illinois
$244K -$42.3K -669 -14%
JFG
464
Jefferies Financial Group
New York
$242K +$248K +3,916 New
YIH
465
Y-Intercept (HK)
Hong Kong
$241K +$247K +3,898 New
SFA
466
Sequoia Financial Advisors
Ohio
$235K +$240K +3,798 New
SWM
467
Seed Wealth Management
Illinois
$234K
SIA
468
Schechter Investment Advisors
Michigan
$231K +$236K +3,730 New
AAS
469
Avantax Advisory Services
Texas
$229K -$315K -4,976 -57%
CJFS
470
Coulter & Justus Financial Services
Tennessee
$229K
CIA
471
Choate Investment Advisors
Massachusetts
$227K -$63.3K -1,000 -21%
SCM
472
SevenOneSeven Capital Management
Pennsylvania
$226K +$16.4K +260 +7%
QL
473
Quarry LP
New York
$226K +$231K +3,652 New
CS
474
Comerica Securities
Michigan
$225K -$40.9K -646 -15%
Mercer Global Advisors
475
Mercer Global Advisors
Colorado
$224K -$63.1K -998 -22%