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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
501
Private Wealth Partners
California
$281K
CCA
502
Catalyst Capital Advisors
New York
$281K +$285K +4,500 New
GCP
503
GSA Capital Partners
United Kingdom
$266K +$269K +4,254 New
HAG
504
HighPoint Advisor Group
Illinois
$264K +$4.37K +69 +2%
AWM
505
AE Wealth Management
Kansas
$259K +$262K +4,145 New
HTC
506
Haverford Trust Company
Pennsylvania
$254K +$4.81K +76 +2%
EWM
507
Evercore Wealth Management
New York
$252K +$45.4K +718 +22%
KB
508
Kimelman & Baird
New York
$246K
NSEDCP
509
NJ State Employees Deferred Compensation Plan
New Jersey
$246K
GLA
510
Good Life Advisors
Pennsylvania
$245K +$252K +3,975 New
C
511
CFO4Life
Texas
$244K +$52.9K +836 +27%
GAM
512
Garrison Asset Management
Arkansas
$243K
AP
513
Advisor Partners
California
$243K +$55.7K +880 +29%
CWM
514
Cornerstone Wealth Management
Missouri
$235K +$10.1K +159 +4%
RSA
515
Robertson Stephens Advisors
California
$232K +$235K +3,717 New
SRP
516
Saddle Road Partners
Nebraska
$231K -$674K -10,657 -84%
TSS
517
Two Sigma Securities
New York
$228K -$170K -2,681 -42%
AWP
518
Ascent Wealth Partners
New York
$228K +$37.7K +595 +19%
SEM
519
Suncoast Equity Management
Florida
$224K
IWM
520
IHT Wealth Management
Illinois
$222K +$226K +3,576 New
QC
521
QCM Cayman
Texas
$219K +$221K +3,499 New
HFM
522
Harvest Fund Management
China
$215K +$217K +3,433 New
WOC
523
West Oak Capital
California
$214K
HK
524
Horizon Kinetics
New York
$213K
CCM
525
Catawba Capital Management
Virginia
$210K