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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
726
Focus Partners Wealth
Massachusetts
$4.62M +$3.69M +31,321 New
LOAMU
727
Lombard Odier Asset Management (USA)
New York
$4.6M +$1.85M +15,689 +101%
MA
728
Montag & Associates
Georgia
$4.59M +$229K +1,940 +7%
AF
729
Allworth Financial
California
$4.53M +$316K +2,680 +10%
WCM
730
Wisconsin Capital Management
Wisconsin
$4.51M +$69.3K +588 +2%
BFG
731
Bleakley Financial Group
New Jersey
$4.5M -$17.8K -151 -0.5%
SS
732
Simplicity Solutions
Minnesota
$4.5M -$17.8K -151 -0.5%
IFWM
733
Institute for Wealth Management
Colorado
$4.48M -$62.3K -529 -2%
LC
734
Longitude (Cayman)
Cayman Islands
$4.44M -$106K -900 -3%
SI
735
Stephens Inc
Arkansas
$4.44M +$670K +5,685 +23%
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$4.42M +$367K +3,111 +12%
AAIM
737
American Assets Investment Management
California
$4.42M
GJL
738
Gendell Jeffrey L
$4.42M
KM
739
KP Management
Minnesota
$4.42M +$3.54M +30,000 New
SRFM
740
Shannon River Fund Management
New York
$4.42M -$13.4M -113,473 -79%
TFA
741
Teamwork Financial Advisors
Texas
$4.41M -$4.53M -38,458 -56%
IAMOG
742
Investors Asset Management of Georgia
Georgia
$4.4M -$11.8K -100 -0.3%
SC
743
Slow Capital
California
$4.39M +$14.6K +124 +0.4%
RL
744
Retireful LLC
Michigan
$4.38M +$3.5M +29,731 New
NED
745
Nancy E. Dempze
$4.35M -$54.5K -462 -2%
MFS
746
Mirabella Financial Services
United Kingdom
$4.33M +$1.2M +10,222 +53%
ABP
747
Arthur B. Page
$4.32M -$389K -3,302 -10%
HVCM
748
Hel Ved Capital Management
Hong Kong
$4.31M +$3.45M +29,270 New
AJ
749
Ashburton (Jersey)
Jersey
$4.29M +$571K +4,847 +13%
GIA
750
Gladstone Institutional Advisory
Florida
$4.28M +$392K +3,325 +13%