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Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
801
Trail Ridge Investment Advisors
Colorado
$1.61M +$1.45M +6,601 New
BCM
802
Brookstone Capital Management
Illinois
$1.58M +$251K +1,145 +18%
Lido Advisors
803
Lido Advisors
California
$1.57M +$228K +1,039 +19%
SIC
804
SFE Investment Counsel
California
$1.57M -$88.1K -402 -6%
AIP
805
Ameritas Investment Partners
Nebraska
$1.55M -$11K -50 -0.8%
BC
806
Brookfield Corp
Ontario, Canada
$1.54M +$1.38M +6,314 New
SWM
807
SeaCrest Wealth Management
New York
$1.54M -$1.75K -8 -0.1%
ANB
808
Amarillo National Bank
Texas
$1.54M +$243K +1,109 +21%
CCM
809
Coldstream Capital Management
Washington
$1.54M +$856K +3,907 +163%
AA
810
Altman Advisors
Illinois
$1.53M +$3.94K +18 +0.2%
SCP
811
Shorepoint Capital Partners
Massachusetts
$1.53M +$11.8K +54 +0.9%
SS
812
Simplicity Solutions
Minnesota
$1.53M +$828K +3,782 +152%
UFF
813
USA Financial Formulas
Michigan
$1.53M +$1.37M +6,266 New
LOAMS
814
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.53M +$1.37M +6,255 New
MSAM
815
Moloney Securities Asset Management
Missouri
$1.51M -$61.1K -279 -4%
LPARFS
816
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.51M +$44K +201 +3%
TP
817
Tranquility Partners
Tennessee
$1.51M +$43.8K +200 +3%
AAM
818
Azzad Asset Management
Virginia
$1.51M +$17.3K +79 +1%
BOM
819
Bank of Marin
California
$1.5M
KA
820
Kovack Advisors
Florida
$1.5M +$166K +760 +14%
VWM
821
Valley Wealth Managers
New Jersey
$1.49M +$29.4K +134 +2%
MPPW
822
Mitchell & Pahl Private Wealth
Oklahoma
$1.48M -$40.7K -186 -3%
UH
823
Unigestion Holding
Switzerland
$1.47M +$1.32M +6,036 New
PWP
824
Principle Wealth Partners
Connecticut
$1.47M
UAS
825
United Asset Strategies
New York
$1.46M +$117K +536 +10%