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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
501
Omnia Family Wealth
Florida
$283K +$287K +4,532 New
PWP
502
Private Wealth Partners
California
$281K – – –
CCA
503
Catalyst Capital Advisors
New York
$281K +$285K +4,500 New
GCP
504
GSA Capital Partners
United Kingdom
$266K +$269K +4,254 New
HAG
505
HighPoint Advisor Group
Illinois
$264K +$4.37K +69 +2%
AWM
506
AE Wealth Management
Kansas
$259K +$262K +4,145 New
HTC
507
Haverford Trust Company
Pennsylvania
$254K +$4.81K +76 +2%
EWM
508
Evercore Wealth Management
New York
$252K +$45.4K +718 +22%
KB
509
Kimelman & Baird
New York
$246K – – –
NSEDCP
510
NJ State Employees Deferred Compensation Plan
New Jersey
$246K – – –
GLA
511
Good Life Advisors
Pennsylvania
$245K +$252K +3,975 New
C
512
CFO4Life
Texas
$244K +$52.9K +836 +27%
GAM
513
Garrison Asset Management
Arkansas
$243K – – –
AP
514
Advisor Partners
California
$243K +$55.7K +880 +29%
CWM
515
Cornerstone Wealth Management
Missouri
$235K +$10.1K +159 +4%
RSA
516
Robertson Stephens Advisors
California
$232K +$235K +3,717 New
SRP
517
Saddle Road Partners
Nebraska
$231K -$674K -10,657 -84%
TSS
518
Two Sigma Securities
New York
$228K -$170K -2,681 -42%
AWP
519
Ascent Wealth Partners
New York
$228K +$37.7K +595 +19%
SEM
520
Suncoast Equity Management
Florida
$224K – – –
IWM
521
IHT Wealth Management
Illinois
$222K +$226K +3,576 New
QC
522
QCM Cayman
Texas
$219K +$221K +3,499 New
HFM
523
Harvest Fund Management
China
$215K +$217K +3,433 New
WOC
524
West Oak Capital
California
$214K – – –
HK
525
Horizon Kinetics
New York
$213K – – –