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Name Holding Trade Value Shares
Change
Change in
Stake
GFS
626
GYL Financial Synergies
Connecticut
$275K
DWMG
627
DB Wealth Management Group
California
$274K -$42.3K -668 -14%
RIL
628
Rothschild Investment LLC
Illinois
$272K
AG
629
AIA Group
Hong Kong
$272K +$260K +4,108 New
Nomura Holdings
630
Nomura Holdings
Japan
$270K -$1.18M -18,610 -82%
SSG
631
Summit Securities Group
New York
$269K +$258K +4,068 New
PP
632
Paloma Partners
Connecticut
$267K +$256K +4,034 New
IWA
633
Intercontinental Wealth Advisors
Texas
$266K -$3.42K -54 -1%
KIM
634
Karpus Investment Management
New York
$265K
PIM
635
Perpetual Investment Management
Australia
$265K
OWA
636
Octavia Wealth Advisors
Ohio
$262K -$25.3K -400 -9%
HGERS
637
Householder Group Estate & Retirement Specialist
Arizona
$261K +$250K +3,948 New
TCM
638
Telos Capital Management
California
$260K +$249K +3,936 New
MCM
639
MAI Capital Management
Ohio
$259K +$248K +3,908 New
CPSAC
640
Chas P. Smith & Associates (CPS)
Florida
$258K
SCM
641
Shelton Capital Management
Colorado
$256K
CGL
642
Clarius Group LLC
Washington
$256K +$16.5K +260 +7%
PI
643
PineBridge Investments
New York
$256K +$246K +3,876 New
FMWA
644
Forvis Mazars Wealth Advisors
Missouri
$253K -$5.58K -88 -2%
PL
645
Plancorp LLC
Missouri
$252K -$25K -394 -9%
OCM
646
One Capital Management
California
$250K
RSWM
647
Robertson Stephens Wealth Management
California
$249K
RCM
648
RB Capital Management
Nevada
$247K -$37.8K -596 -14%
SW
649
SteelPeak Wealth
California
$247K
CAGAS
650
Capital Advisory Group Advisory Services
Minnesota
$246K