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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
501
Albion Financial Group
Utah
$267K +$257K +1,104 New
KFP
502
KMG Fiduciary Partners
Ohio
$267K +$257K +1,106 New
BWM
503
Bulltick Wealth Management
Florida
$265K +$18.1K +78 +8%
HIA
504
Harbor Investment Advisory
Maryland
$264K -$34.9K -150 -12%
ACM
505
Alpha Capital Management
Texas
$262K +$252K +1,084 New
CWM
506
Concentrum Wealth Management
California
$256K
EWA
507
Exencial Wealth Advisors
Oklahoma
$251K -$25.6K -110 -10%
BP
508
Ballentine Partners
Massachusetts
$243K -$5.58K -24 -2%
MLFP
509
MPS Loria Financial Planners
Illinois
$242K
RHBC
510
R.H. Bluestein & Co
Michigan
$242K +$233K +1,000 New
Lazard Asset Management
511
Lazard Asset Management
New York
$241K -$467K -2,008 -67%
SOW
512
State of Wyoming
Wyoming
$235K +$179K +770 +385%
PP
513
Prudential plc
United Kingdom
$230K -$12.6K -54 -5%
TWM
514
Titus Wealth Management
California
$230K +$221K +952 New
RIA
515
Regal Investment Advisors
Michigan
$229K +$220K +945 New
CCA
516
Column Capital Advisors
Indiana
$228K -$9.07K -39 -4%
GCP
517
GSA Capital Partners
United Kingdom
$227K +$219K +940 New
RMC
518
Regis Management Company
California
$226K +$217K +934 New
TFGT
519
TS Financial Group (TSFG)
Illinois
$222K +$139K +599 +187%
IWM
520
IHT Wealth Management
Illinois
$220K +$211K +909 New
Schroder Investment Management Group
521
Schroder Investment Management Group
United Kingdom
$220K +$211K +909 New
BMSSC
522
B. Metzler seel. Sohn & Co
Germany
$218K +$210K +902 New
GAM
523
Griffin Asset Management
New York
$218K +$210K +903 New
SBIA
524
Sheaff Brock Investment Advisors
Indiana
$217K +$209K +897 New
TFS
525
Thoroughbred Financial Services
Tennessee
$216K +$208K +894 New