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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
76
Anchor Investment Management
South Carolina
$395K
KCFA
77
Key Client Fiduciary Advisors
New Jersey
$394K +$382K +9,640 New
Stifel Financial
78
Stifel Financial
Missouri
$388K -$295K -7,442 -44%
GC
79
Guggenheim Capital
Illinois
$376K +$82K +2,069 +29%
GIA
80
Gladstone Institutional Advisory
Florida
$355K
AWM
81
Apollon Wealth Management
South Carolina
$352K +$25.8K +650 +8%
SWM
82
Spire Wealth Management
Virginia
$344K +$334K +8,426 New
GCP
83
GSA Capital Partners
United Kingdom
$328K -$513K -12,946 -62%
Lido Advisors
84
Lido Advisors
California
$313K
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$307K -$20.3K -512 -6%
CAM
86
Cresset Asset Management
Illinois
$298K +$289K +7,297 New
AIA
87
Arrow Investment Advisors
Maryland
$292K -$16.3K -410 -5%
CS
88
Credit Suisse
Switzerland
$290K -$225K -5,678 -44%
SNBOSCI
89
Security National Bank of Sioux City Iowa
Iowa
$286K
BFEC
90
Benjamin F. Edwards & Company
Missouri
$286K +$12.5K +316 +5%
MFW
91
Meristem Family Wealth
Minnesota
$285K
NA
92
NewEdge Advisors
Louisiana
$283K +$275K +6,937 New
AWM
93
AE Wealth Management
Kansas
$274K +$266K +6,699 New
SWP
94
Stratos Wealth Partners
Ohio
$270K +$16.3K +410 +7%
TWM
95
Tradition Wealth Management
Minnesota
$262K +$22.1K +557 +10%
IIA
96
IPG Investment Advisors
California
$261K +$253K +6,380 New
JIP
97
Jaffetilchin Investment Partners
Florida
$252K +$16.3K +410 +7%
ECM
98
Evergreen Capital Management
Washington
$245K +$238K +6,000 New
MA
99
Mutual Advisors
Nebraska
$240K +$793 +20 +0.3%
CAN
100
Claraphi Advisory Network
United States
$239K -$37.8K -952 -14%