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Name Holding Trade Value Shares
Change
Change in
Stake
AF
651
Apexium Financial
Texas
$300K
AWM
652
Axxcess Wealth Management
California
$300K
BSG
653
Black Swift Group
Colorado
$300K
LCM
654
Logan Capital Management
Pennsylvania
$300K
PG
655
Prostatis Group
Maryland
$300K +$53.9K +189 +23%
HNB
656
Huntington National Bank
Ohio
$299K -$24.5K -86 -8%
SAI
657
Savvy Advisors Inc
New York
$297K +$282K +990 New
IWM
658
IHT Wealth Management
Illinois
$296K +$79K +277 +39%
Lazard Asset Management
659
Lazard Asset Management
New York
$295K
AFT
660
Alpha Family Trust
California
$294K
CGH
661
Crossmark Global Holdings
Texas
$292K +$16K +56 +6%
PAS
662
Park Avenue Securities
New York
$292K -$76.1K -267 -22%
CI
663
Cigna Investments
Connecticut
$292K
TA
664
Tactive Advisors
Florida
$289K +$275K +965 New
CI Investments Inc
665
CI Investments Inc
Ontario, Canada
$289K +$47.9K +168 +21%
SCP
666
Sivia Capital Partners
California
$288K +$45K +158 +20%
MFG
667
Menard Financial Group
Texas
$286K -$263K -924 -49%
Kovitz Investment Group Partners
668
Kovitz Investment Group Partners
Illinois
$283K -$39.1K -137 -13%
HIIFS
669
Harel Insurance Investments & Financial Services
Israel
$283K +$270K +947 New
BCM
670
Brookstone Capital Management
Illinois
$280K +$9.41K +33 +4%
IRP
671
Investment Research Partners
Pennsylvania
$279K +$247K +868 New
EA
672
Enclave Advisors
Texas
$278K +$265K +929 New
FPL
673
Fortress Private Ledger
North Carolina
$273K +$260K +911 New
SWMP
674
Signature Wealth Management Partners
New Jersey
$270K
RFN
675
Redwood Financial Network
Ohio
$268K -$3.14K -11 -1%