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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Laidlaw Wealth Management
New York
$402K +$359K +4,473 New
ECG
277
EPIQ Capital Group
California
$396K +$353K +4,402 New
HSBC Holdings
278
HSBC Holdings
United Kingdom
$393K -$1.43M -17,784 -80%
MAM
279
Morse Asset Management
Connecticut
$393K +$351K +4,367 New
IC
280
Iconiq Capital
California
$389K – – –
GAM
281
Gotham Asset Management
New York
$389K +$348K +4,328 New
APA
282
American Portfolios Advisors
New York
$386K +$293K +3,645 +565%
BPA
283
Beacon Pointe Advisors
California
$383K +$342K +4,259 New
SCI
284
Stableford Capital II
Arizona
$380K +$340K +4,228 New
GW
285
GW & Wade
Massachusetts
$377K +$337K +4,195 New
IFG
286
Independent Financial Group
California
$374K +$334K +4,159 New
PHS
287
Pekin Hardy Strauss
Illinois
$372K +$20.1K +250 +6%
IWM
288
IHT Wealth Management
Illinois
$357K +$318K +3,966 New
CBA
289
Coastal Bridge Advisors
Connecticut
$356K +$318K +3,958 New
GAG
290
GM Advisory Group
New York
$354K +$316K +3,929 New
GC
291
Grimes & Company
Massachusetts
$348K +$311K +3,869 New
BAIA
292
Bel Air Investment Advisors
California
$344K +$307K +3,820 New
FLI
293
Family Legacy Inc
South Carolina
$343K +$336K +4,181 New
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$342K +$272K +3,385 +810%
ZIG
295
Zuckerman Investment Group
Illinois
$341K – – –
BCA
296
Berman Capital Advisors
Georgia
$341K +$305K +3,804 New
1C
297
1623 Capital
Virginia
$339K +$200K +2,490 +196%
RIL
298
Rothschild Investment LLC
Illinois
$333K -$11.2K -140 -4%
SC
299
Scotia Capital
Ontario, Canada
$330K +$294K +3,664 New
CFFP
300
Center for Financial Planning
Michigan
$325K +$290K +3,609 New