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Name Holding Trade Value Shares
Change
Change in
Stake
NC
401
NinePointTwo Capital
California
$204K
PP
402
PDS Planning
Ohio
$204K +$13.3K +655 +7%
HH
403
Hilltop Holdings
Texas
$204K +$213K +10,490 New
BAAM
404
Baker Avenue Asset Management
California
$203K -$4.86K -240 -2%
CSS
405
Cubist Systematic Strategies
Connecticut
$201K -$63.6K -3,140 -23%
EWM
406
Edge Wealth Management
New York
$199K
KOCAA
407
Knights of Columbus Asset Advisors
Connecticut
$198K -$2.03K -100 -1%
SBL
408
Sargent Bickham Lagudis
Colorado
$194K
DekaBank Deutsche Girozentrale
409
DekaBank Deutsche Girozentrale
Germany
$180K +$189K +9,350 New
RE
410
RBC Europe
United Kingdom
$154K +$7.6K +375 +5%
SPIA
411
Steward Partners Investment Advisory
New York
$153K +$14.6K +720 +10%
MHR
412
Matthew Hamilton Rosenberg
$152K
BCV
413
Banque Cantonale Vaudoise
Switzerland
$150K
LWM
414
Liberty Wealth Management
California
$149K +$101 +5 +0.1%
HIA
415
Harbor Investment Advisory
Maryland
$145K
AWA
416
Arkadios Wealth Advisors
Georgia
$139K +$114K +5,650 +375%
BU
417
BBVA USA
Alabama
$136K +$142K +6,985 New
BAM
418
Belpointe Asset Management
Nevada
$133K +$4.05K +200 +3%
IRC
419
Investors Research Corp
Georgia
$131K
PCG
420
Private Capital Group
Connecticut
$125K +$1.11K +55 +0.9%
HFS
421
Hantz Financial Services
Michigan
$116K +$111K +5,495 +1,169%
NFG
422
Next Financial Group
Texas
$115K +$35.8K +1,765 +43%
FPS
423
Fieldpoint Private Securities
Connecticut
$114K +$6.58K +325 +6%
LWP
424
Lumature Wealth Partners
Georgia
$112K -$507 -25 -0.4%
SIM
425
Sonora Investment Management
Arizona
$108K +$113K +5,565 New