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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1101
Centaurus Financial
California
$146K
LFG
1102
Larson Financial Group
Missouri
$146K +$19.3K +4,040 +10%
NSIM
1103
North Star Investment Management
Illinois
$145K +$56.5K +11,800 +37%
ALAM
1104
Asahi Life Asset Management
Japan
$144K +$207K +43,200 New
OIA
1105
Optimum Investment Advisors
Illinois
$142K -$170K -35,600 -46%
HCM
1106
Hilton Capital Management
New York
$140K -$585K -122,280 -74%
CFA
1107
Carroll Financial Associates
North Carolina
$138K +$133K +27,800 +258%
TFA
1108
Toth Financial Advisory
Virginia
$134K -$57.4K -12,000 -23%
QCG
1109
Quadrant Capital Group
Ohio
$134K -$6.7K -1,400 -3%
SNT
1110
Security National Trust
West Virginia
$134K
CI
1111
CAZ Investments
Texas
$134K +$191K +40,000 New
CI Investments Inc
1112
CI Investments Inc
Ontario, Canada
$134K +$191K +40,000 New
SWA
1113
Sutton Wealth Advisors
Florida
$132K
CAM
1114
Cresset Asset Management
Illinois
$132K +$189K +39,480 New
EWA
1115
Evolution Wealth Advisors
Florida
$127K +$182K +38,120 New
PRC
1116
Pearl River Capital
Michigan
$126K +$181K +37,760 New
SIM
1117
Sonora Investment Management
Arizona
$124K +$2.87K +600 +2%
PFGIA
1118
Patriot Financial Group Insurance Agency
Massachusetts
$120K +$120K +25,040 +228%
LC
1119
Lavaca Capital
Texas
$120K +$172K +36,000 New
DWM
1120
Doyle Wealth Management
Florida
$119K -$26.2K -5,480 -13%
LWM
1121
Lenox Wealth Management
Ohio
$116K +$36.4K +7,600 +28%
1IA
1122
1834 Investment Advisors
Wisconsin
$111K -$258K -53,960 -62%
JA
1123
JOYN Advisors
Georgia
$108K -$22.8K -4,760 -13%
PO
1124
Private Ocean
California
$108K
PGWM
1125
Parisi Gray Wealth Management
New Jersey
$107K -$382K -79,760 -71%