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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
576
Financial Gravity Asset Management
Texas
$237K – – –
LIA
577
LBMC Investment Advisors
Tennessee
$237K – – –
MMPW
578
Mitchell McLeod Pugh & Williams
Alabama
$237K – – –
RHBC
579
R.H. Bluestein & Co
Michigan
$237K – – –
SC
580
Shay Capital
New York
$237K +$248K +1,000 New
First Manhattan
581
First Manhattan
New York
$235K – – –
PCS
582
Personal CFO Solutions
New Jersey
$235K +$16.9K +68 +7%
CA
583
Claro Advisors
Massachusetts
$235K +$31.8K +128 +15%
NFC
584
Northeast Financial Consultants
Connecticut
$232K – – –
Verition Fund Management
585
Verition Fund Management
Connecticut
$231K -$24.6K -99 -9%
BTWM
586
Baker Tilly Wealth Management
Wisconsin
$231K +$8.94K +36 +4%
FFA
587
First Foundation Advisors
California
$227K -$993 -4 -0.4%
SG
588
StoneX Group
New York
$227K – – –
SSB
589
Sandy Spring Bank
Maryland
$227K +$26.6K +107 +13%
PFO
590
Pathstone Family Office
New Jersey
$226K -$3.97K -16 -2%
CI
591
Cigna Investments
Connecticut
$225K – – –
FM
592
Freemont Management
Switzerland
$224K +$234K +942 New
CM
593
Castleark Management
Illinois
$220K – – –
FC
594
Financial Consulate
Maryland
$220K +$14.2K +57 +7%
CA
595
CastleArk Alternatives
Illinois
$220K +$230K +925 New
CPIG
596
Chicago Partners Investment Group
Illinois
$216K -$37K -149 -15%
MA
597
Montag & Associates
Georgia
$215K +$9.44K +38 +4%
LA
598
LexAurum Advisors
Kansas
$213K -$6.95K -28 -3%
JIC
599
Johnson Investment Counsel
Ohio
$211K -$4.97K -20 -2%
PCP
600
Proficio Capital Partners
Massachusetts
$203K -$4.72K -19 -2%