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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
1351
Pathstone Family Office
New Jersey
$6.48M -$60K -620 -0.9%
MOS
1352
MGO One Seven
Ohio
$6.48M +$807K +8,340 +14%
COI
1353
Connable Office Inc
Michigan
$6.47M -$130K -1,340 -2%
BCWM
1354
Blue Chip Wealth Management
Florida
$6.47M -$1.56M -16,100 -20%
LSPW
1355
Lake Street Private Wealth
Illinois
$6.44M +$1.01M +10,460 +19%
MUAMU
1356
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.41M +$2.13M +22,000 +50%
IAN
1357
Integrated Advisors Network
Texas
$6.41M -$2.08M -21,460 -25%
LSAG
1358
Lake Street Advisors Group
New Hampshire
$6.37M +$749K +7,740 +13%
KJHP
1359
K.J. Harrison & Partners
Ontario, Canada
$6.36M +$1.7M +17,540 +37%
SAM
1360
Sycomore Asset Management
France
$6.34M +$5.36M +55,380 +571%
HVIA
1361
Hudson Valley Investment Advisors
New York
$6.34M +$604K +6,240 +11%
RIM
1362
Rampart Investment Management
Connecticut
$6.32M -$14.9M -153,660 -70%
BIMC
1363
Benson Investment Management Company
Virginia
$6.32M +$13.6K +140 +0.2%
CFG
1364
Cooper Financial Group
California
$6.3M +$1.1M +11,360 +21%
SGCA
1365
Steel Grove Capital Advisors
Tennessee
$6.3M +$50.3K +520 +0.8%
VAS
1366
Vestmark Advisory Solutions
Massachusetts
$6.3M +$6.25M +64,600 New
NF
1367
Nikulski Financial
Iowa
$6.29M +$157K +1,620 +3%
IIM
1368
Ipswich Investment Management
Massachusetts
$6.27M -$112K -1,160 -2%
LOAMS
1369
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.25M +$1.01M +10,460 +19%
SCA
1370
Stonebridge Capital Advisors
Minnesota
$6.24M -$128K -1,320 -2%
EWM
1371
Evermay Wealth Management
Virginia
$6.24M +$314K +3,240 +5%
CPIG
1372
Chicago Partners Investment Group
Illinois
$6.24M +$889K +9,180 +21%
SNT
1373
Security National Trust
West Virginia
$6.23M +$139K +1,440 +2%
CFGS
1374
Concourse Financial Group Securities
Alabama
$6.23M +$6.18M +63,880 New
EFMH
1375
E Fund Management (HK)
Hong Kong
$6.22M +$6.18M +63,860 New