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Name Holding Trade Value Shares
Change
Change in
Stake
AHL
151
Abel Hall LLC
Louisiana
$314K
Bank of New York Mellon
152
Bank of New York Mellon
New York
$311K -$100K -1,898 -24%
WS
153
Wedbush Securities
California
$311K +$29K +548 +10%
CRC
154
Curi RMB Capital
Illinois
$305K +$52.8K +999 +21%
XF
155
XML Financial
Maryland
$300K -$170K -3,211 -36%
PI
156
PFG Investments
New York
$299K +$793 +15 +0.3%
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$298K +$2.59K +49 +0.9%
BCM
158
Basso Capital Management
Connecticut
$298K
DT
159
Diversified Trust
Tennessee
$297K +$299K +5,659 New
MCM
160
MAI Capital Management
Ohio
$296K -$3.8K -72 -1%
MFG
161
Merit Financial Group
Georgia
$295K +$297K +5,621 New
IA
162
IFG Advisory
Georgia
$293K
WA
163
Wealth Alliance
New York
$290K -$740 -14 -0.3%
CPG
164
Cornerstone Planning Group
New Jersey
$290K +$259K +4,899 +8,447%
CCMG
165
Clark Capital Management Group
Pennsylvania
$288K
GCA
166
Genesee Capital Advisors
New York
$287K +$57.8K +1,093 +25%
CIC
167
Carnegie Investment Counsel
Ohio
$283K
JIP
168
Jaffetilchin Investment Partners
Florida
$274K -$28K -529 -9%
AWA
169
Arkadios Wealth Advisors
Georgia
$270K -$121K -2,294 -31%
AF
170
Allworth Financial
California
$269K -$13.3K -252 -5%
UIA
171
Ulland Investment Advisors
Minnesota
$262K +$159K +3,000 +150%
CAMG
172
CWA Asset Management Group
Florida
$261K -$62.2K -1,178 -19%
GWAG
173
Garrett Wealth Advisory Group
Texas
$259K
BIM
174
Bridges Investment Management
Nebraska
$258K
WIC
175
Willis Investment Counsel
Georgia
$256K