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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Oppenheimer Asset Management
New York
$283K +$286K +44,570 New
FAIM
202
Financial Advocates Investment Management
Washington
$279K +$13.2K +2,052 +5%
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$268K -$112K -17,382 -29%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$265K -$33.2K -5,172 -11%
SCA
205
Snowden Capital Advisors
New York
$265K +$16.1K +2,500 +6%
CSIA
206
Carl Stuart Investment Advisor
Texas
$264K +$2.37K +369 New
Mitsubishi UFJ Trust & Banking
207
Mitsubishi UFJ Trust & Banking
Japan
$254K -$277K -43,077 -52%
BCM
208
Bluefin Capital Management
New York
$250K -$144K -22,500 Closed
MML Investors Services
209
MML Investors Services
Massachusetts
$248K -$179K -27,947 -42%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$244K +$10.2K +1,591 +4%
WSC
211
Wellington Shields & Co
New York
$213K
AWE
212
Avidian Wealth Enterprises
Texas
$211K -$7.06K -1,100 -3%
NC
213
NinePointTwo Capital
California
$211K +$213K +33,190 New
CFG
214
CMC Financial Group
Georgia
$210K +$212K +32,983 New
GGHC
215
Gilder Gagnon Howe & Co
New York
$209K +$211K +32,823 New
CD
216
Chapin Davis
Maryland
$208K -$101K -15,754 -33%
MC
217
Moors & Cabot
Massachusetts
$207K +$11.4K +1,775 +6%
TCM
218
Traynor Capital Management
Pennsylvania
$201K
I
219
InceptionR
California
$197K -$115K -17,950 -37%
CICI
220
Capital Investment Counsel Inc
North Carolina
$194K
NL
221
NKCFO LLC
Illinois
$191K -$257K -40,000 -57%
JFG
222
Jefferies Financial Group
New York
$191K -$3M -467,000 -94%
IC
223
Inscription Capital
Texas
$191K
JCA
224
Jade Capital Advisors
New Jersey
$191K
PI
225
PFG Investments
New York
$191K +$193K +30,000 New