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Name Holding Trade Value Shares
Change
Change in
Stake
CP
601
Camelot Portfolios
Ohio
$1.03M
A
602
AlphaQuest
New York
$1.03M +$1.03M +397 New
BIA
603
Benchmark Investment Advisors
Illinois
$1M -$25.9K -10 -3%
PGFC
604
Peapack-Gladstone Financial Corp
New Jersey
$1M -$15.6K -6 -2%
PA
605
Profund Advisors
Maryland
$995K +$41.5K +16 +4%
KeyBank National Association
606
KeyBank National Association
Ohio
$977K +$10.4K +4 +1%
DM
607
Delphi Management
Massachusetts
$977K +$161K +62 +20%
CP
608
Cumberland Partners
Ontario, Canada
$970K +$195K +75 +25%
BCM
609
Beddow Capital Management
Wyoming
$959K +$83K +32 +9%
CT
610
Caldwell Trust
Florida
$957K -$15.6K -6 -2%
WS
611
Wedbush Securities
California
$949K -$5.19K -2 -0.5%
HWM
612
Hohimer Wealth Management
Washington
$946K +$13K +5 +1%
3IP
613
3Chopt Investment Partners
Virginia
$946K +$949K +366 New
WWM
614
Western Wealth Management
Colorado
$939K +$2.59K +1 +0.3%
PFSC
615
Peoples Financial Services Corp
Pennsylvania
$939K
CIA
616
Concurrent Investment Advisors
Florida
$933K +$936K +361 New
CNBTD
617
Citizens National Bank Trust Department
Mississippi
$933K
NS
618
NBC Securities
Alabama
$923K +$18.2K +7 +2%
BCM
619
Beck Capital Management
Texas
$920K +$2.59K +1 +0.3%
CAM
620
Carret Asset Management
New York
$918K
PCIA
621
Prime Capital Investment Advisors
Kansas
$918K +$98.6K +38 +12%
WANY
622
Wealthspire Advisors (New York)
New York
$913K +$54.5K +21 +6%
BL
623
Balentine LLC
Georgia
$913K -$64.8K -25 -7%
NFG
624
Nations Financial Group
Iowa
$910K -$23.3K -9 -2%
RWP
625
RWA Wealth Partners
Massachusetts
$908K +$910K +351 New