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Name Holding Trade Value Shares
Change
Change in
Stake
SOS
926
Silver Oak Securities
Tennessee
$337K -$583K -3,225 -68%
SF
927
Symphony Financial
Texas
$333K +$293K +1,622 New
BFG
928
Birch Financial Group
New Hampshire
$332K +$268K +1,484 New
GF
929
Gabelli Funds
New York
$331K -$36.2K -200 -12%
GCM
930
Gables Capital Management
Florida
$330K -$4.52K -25 -2%
TCWM
931
Total Clarity Wealth Management
Illinois
$328K +$265K +1,468 New
LMKC
932
L.M. Kohn & Company
Ohio
$328K +$265K +1,467 New
SF
933
Synovus Financial
Georgia
$328K +$265K +1,465 New
JFG
934
Jefferies Financial Group
New York
$326K -$2.33M -12,874 -90%
First Manhattan
935
First Manhattan
New York
$325K -$30.7K -170 -10%
SIG
936
Spinnaker Investment Group
California
$324K -$3.62K -20 -1%
CA
937
Claro Advisors
Massachusetts
$321K -$274K -1,518 -51%
PCS
938
Personal CFO Solutions
New Jersey
$320K -$2.53K -14 -1%
BWA
939
Blodgett Wealth Advisors
California
$320K +$259K +1,430 New
BF
940
bLong Financial
Tennessee
$319K -$152K -841 -37%
LBWM
941
Left Brain Wealth Management
Illinois
$317K +$256K +1,417 New
PIA
942
Perennial Investment Advisors
California
$315K -$7.59K -42 -3%
WWM
943
Whalen Wealth Management
Nevada
$315K +$254K +1,406 New
AC
944
ASB Consultores
Florida
$314K +$254K +1,403 New
LI
945
LRI Investments
Florida
$314K +$219K +1,214 +646%
SP
946
Symmetry Partners
Connecticut
$312K +$252K +1,395 New
RPGK
947
Retirement Planning Group (Kansas)
Kansas
$310K -$148K -816 -37%
WBG
948
Wharton Business Group
Pennsylvania
$308K -$35.3K -195 -12%
BFIC
949
Bedell Frazier Investment Counselling
California
$308K -$40.5K -224 -14%
CCA
950
Checchi Capital Advisers
California
$308K +$249K +1,375 New