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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1101
Ameritas Advisory Services
Nebraska
$298K -$1.9M -14,220 -88%
LGA
1102
Lebenthal Global Advisors
New York
$295K +$934 +7 +0.4%
BIA
1103
Bigelow Investment Advisors
Maine
$295K +$261K +1,957 New
RWM
1104
Ritholtz Wealth Management
New York
$290K +$256K +1,922 New
RFA
1105
Register Financial Advisors
Georgia
$290K
CGL
1106
Clarius Group LLC
Washington
$289K +$267 +2 +0.1%
FHA
1107
Flagship Harbor Advisors
Massachusetts
$289K +$28.5K +214 +13%
OR
1108
Olympiad Research
Connecticut
$288K +$255K +1,912 New
TAFW
1109
Tred Avon Family Wealth
Maryland
$286K +$253K +1,898 New
BCM
1110
Brookstone Capital Management
Illinois
$285K +$252K +1,890 New
TC
1111
TwinBeech Capital
New York
$285K -$49K -367 -16%
PG
1112
Patten Group
Tennessee
$282K +$250K +1,872 New
AA
1113
Alta Advisers
United Kingdom
$281K
GGS
1114
Galvin Gaustad & Stein
Arizona
$280K -$108K -811 -30%
VAS
1115
Vestmark Advisory Solutions
Massachusetts
$278K -$616K -4,621 -72%
HCM
1116
Howard Capital Management
Georgia
$277K +$7.2K +54 +3%
CFD
1117
Creative Financial Designs
Indiana
$276K +$2.8K +21 +1%
CWM
1118
Cedar Wealth Management
California
$275K +$244K +1,826 New
RCM
1119
Requisite Capital Management
Texas
$274K +$243K +1,819 New
GSEP
1120
Golden State Equity Partners
California
$274K +$3.73K +28 +2%
CSPIA
1121
Cary Street Partners Investment Advisory
Virginia
$274K -$58.4K -438 -19%
DWT
1122
Dorsey & Whitney Trust
South Dakota
$274K +$2.8K +21 +1%
LCGC
1123
Legacy Capital Group California
California
$272K +$19.2K +144 +9%
CNWM
1124
Clay Northam Wealth Management
California
$271K +$239K +1,795 New
FCM
1125
Fourpath Capital Management
Oklahoma
$269K -$6.27K -47 -3%