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Name Holding Trade Value Shares
Change
Change in
Stake
FAT
1001
First American Trust
California
$16.4M +$797K +10,832 +4%
Qube Research & Technologies (QRT)
1002
Qube Research & Technologies (QRT)
United Kingdom
$16.4M +$18.9M +257,336 New
CIM
1003
Corda Investment Management
Texas
$16.4M -$636K -8,652 -3%
EWA
1004
Exencial Wealth Advisors
Oklahoma
$16.3M -$19.1K -260 -0.1%
GFA
1005
Gifford Fong Associates
California
$16.3M +$7.35M +100,000 +64%
BWFA
1006
Baltimore-Washington Financial Advisors
Maryland
$16.3M -$295K -4,008 -2%
MTC
1007
McDaniel Terry & Co
Texas
$16.2M -$35.6K -484 -0.2%
SW
1008
SlateStone Wealth
Florida
$16.2M -$3.53M -48,056 -16%
TA
1009
Tiedemann Advisors
New York
$16.2M -$53.5K -728 -0.3%
FTI
1010
Fiduciary Trust International
Massachusetts
$16.2M -$1.24M -16,924 -6%
BP
1011
Ballentine Partners
Massachusetts
$16.2M +$910K +12,372 +5%
PDM
1012
Penn Davis McFarland
Texas
$16.2M -$1.71M -23,316 -8%
JG
1013
Jefferies Group
New York
$16.2M -$19.9M -270,356 -52%
AC
1014
Avestar Capital
New York
$16.1M +$910K +12,380 +5%
SSA
1015
South Street Advisors
New York
$16M -$2.94M -40,016 -14%
BC
1016
Burleson & Co
California
$16M +$4.91M +66,812 +48%
SRC
1017
Shufro Rose & Co
New York
$16M -$939K -12,768 -5%
SFM
1018
Signet Financial Management
New Jersey
$16M -$1.61M -21,844 -10%
JIP
1019
Jaffetilchin Investment Partners
Florida
$15.9M +$1.52M +20,608 +9%
CMI
1020
Clare Market Investments
Texas
$15.9M -$90.6K -1,232 -0.5%
BFA
1021
Bragg Financial Advisors
North Carolina
$15.8M +$1.49M +20,240 +9%
PAI
1022
Pittenger & Anderson Inc
Nebraska
$15.8M +$115K +1,560 +0.6%
UR
1023
USCA RIA
Texas
$15.8M -$945K -12,844 -5%
AP
1024
Atwood & Palmer
Missouri
$15.8M -$3.93M -53,408 -18%
Wealth Enhancement Advisory Services
1025
Wealth Enhancement Advisory Services
Minnesota
$15.8M -$228K -3,104 -1%