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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
501
Crestwood Advisors Group
Massachusetts
$429K -$60.2K -2,775 -15%
Vanguard Capital Wealth Advisors
502
Vanguard Capital Wealth Advisors
Colorado
$428K -$8.13K -375 -2%
RC
503
RegentAtlantic Capital
New Jersey
$427K +$19.5K +900 +6%
APW
504
Aurora Private Wealth
New Jersey
$424K +$330K +15,210 New
AFG
505
Albion Financial Group
Utah
$423K +$651 +30 +0.2%
SS
506
Sunbelt Securities
Texas
$421K -$1.55M -71,265 -83%
TYCC
507
Texas Yale Capital Corp
Florida
$420K
MSE
508
MUFG Securities EMEA
United Kingdom
$418K -$3.71M -171,165 -92%
FGAM
509
Financial Gravity Asset Management
Texas
$418K
RHBC
510
R.H. Bluestein & Co
Michigan
$418K
IAMOG
511
Investors Asset Management of Georgia
Georgia
$418K +$325K +15,000 New
NG
512
Northstar Group
New York
$410K -$130K -6,000 -29%
LFAS
513
Level Four Advisory Services
Texas
$410K -$129K -5,940 -29%
RA
514
Rational Advisors
New York
$410K +$109K +5,040 +52%
SIAP
515
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$407K
AWA
516
Arkadios Wealth Advisors
Georgia
$407K +$165K +7,590 New
SFA
517
Sequoia Financial Advisors
Ohio
$405K -$17.2K -795 -5%
CA
518
Continuum Advisory
Idaho
$405K
MC
519
Moors & Cabot
Massachusetts
$405K +$316K +14,565 New
SSG
520
Summit Securities Group
New York
$404K +$314K +14,490 New
BCWM
521
Blue Chip Wealth Management
Florida
$401K
VRM
522
Vectors Research Management
New York
$400K
HB
523
Homrich & Berg
Georgia
$400K +$325 +15 +0.1%
HPWM
524
Highland Private Wealth Management
Washington
$399K
SBH
525
Segall Bryant & Hamill
Illinois
$398K -$96.6K -4,455 -24%