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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
601
Clear Harbor Asset Management
Connecticut
$211K
MCM
602
Murphy Capital Management
New Jersey
$210K -$60.6K -325 -20%
GC
603
Grimes & Company
Massachusetts
$208K +$244K +1,310 New
CAM
604
Cresset Asset Management
Illinois
$208K +$245K +1,311 New
CPA
605
Clear Perspective Advisors
Illinois
$207K -$202K -1,085 -45%
WKWM
606
Walter & Keenan Wealth Management
Indiana
$206K
FT
607
Fiduciary Trust
Massachusetts
$201K +$237K +1,270 New
BDS
608
Banco de Sabadell
Florida
$199K -$116K -620 -33%
CA
609
Claro Advisors
Massachusetts
$185K +$151K +809 New
PA
610
Parallel Advisors
California
$175K +$8.39K +45 +4%
NSIM
611
North Star Investment Management
Illinois
$174K +$18.6K +100 +10%
OIA
612
Optimum Investment Advisors
Illinois
$167K -$37.3K -200 -16%
Bessemer Group
613
Bessemer Group
New Jersey
$166K -$463K -2,485 -70%
GRP
614
Global Retirement Partners
California
$161K -$20.7K -111 -10%
SWM
615
SeaCrest Wealth Management
New York
$156K -$379K -2,031 -67%
EWM
616
Endurance Wealth Management
Rhode Island
$150K
ADL
617
Asset Dedication LLC
California
$145K -$38.6K -207 -19%
QT
618
Quantamental Technologies
New York
$143K +$168K +900 New
AC
619
Avestar Capital
New York
$142K -$63K -338 -25%
SWP
620
Strategic Wealth Partners
Ohio
$137K +$2.24K +12 +2%
MFT
621
Moisand Fitzgerald Tamayo
Florida
$131K
BOPW
622
Brandywine Oak Private Wealth
Pennsylvania
$131K +$153K +822 New
MFW
623
Mosaic Family Wealth
Missouri
$126K
APA
624
American Portfolios Advisors
New York
$125K -$7.46K -40 -5%
QFA
625
Quattro Financial Advisors
Texas
$124K +$140K +750 New