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Name Holding Trade Value Shares
Change
Change in
Stake
Empirical Wealth Management
601
Empirical Wealth Management
Washington
$11.3M +$92K +431 +0.8%
JWCA
602
J.W. Cole Advisors
Florida
$11.2M +$1.17M +5,497 +11%
SAI
603
Systematic Alpha Investments
New Jersey
$11.1M – – –
Perigon Wealth Management
604
Perigon Wealth Management
California
$11.1M +$285K +1,333 +3%
Dakota Wealth Management
605
Dakota Wealth Management
Florida
$11.1M +$464K +2,174 +4%
MA
606
Mutual Advisors
Nebraska
$11.1M -$2.5M -11,708 -18%
MJP
607
Michael J. Puzo
$11M -$416K -1,946 -3%
SWK
608
Stephen W. Kidder
$11M -$342K -1,602 -3%
SFI
609
Siemens Fonds Invest
Germany
$11M -$91.8K -430 -0.8%
Level Four Advisory Services
610
Level Four Advisory Services
Texas
$11M +$523K +2,449 +5%
Empirical Finance
611
Empirical Finance
Pennsylvania
$11M -$18.4K -86 -0.2%
PIMJS
612
PKO Investment Management Joint-Stock
Poland
$11M -$641K -3,000 -5%
CFLC
613
California First Leasing Corp
California
$11M – – –
CI
614
Carroll Investors
South Carolina
$11M +$315K +1,477 +3%
WP
615
Waycross Partners
Kentucky
$10.9M +$7.19M +33,669 +168%
Gabelli Funds
616
Gabelli Funds
New York
$10.9M +$1.11M +5,207 +11%
FCM
617
Fortis Capital Management
Washington
$10.8M +$305K +1,430 +3%
Park Avenue Securities
618
Park Avenue Securities
New York
$10.8M +$2.19M +10,238 +24%
CWP
619
CFM Wealth Partners
Texas
$10.8M +$1.71M +8,014 +18%
Benjamin Edwards Inc
620
Benjamin Edwards Inc
Missouri
$10.8M +$2.7M +12,636 +31%
OMC
621
Overbrook Management Corp
New York
$10.7M +$11.3M +52,797 New
Central Trust Company
622
Central Trust Company
Missouri
$10.6M +$379K +1,775 +4%
Northwestern Mutual Investment Management Company
623
Northwestern Mutual Investment Management Company
Wisconsin
$10.6M +$32.2K +151 +0.3%
First National Bank of Omaha
624
First National Bank of Omaha
Nebraska
$10.6M -$15.6K -73 -0.1%
Summit Trail Advisors
625
Summit Trail Advisors
New York
$10.5M +$2.63M +12,306 +31%