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Name Holding Trade Value Shares
Change
Change in
Stake
MME
651
Meag Munich Ergo
Germany
$857K – – –
OPCM
652
Osborne Partners Capital Management
California
$853K +$8.59K +29 +1%
CAM
653
Cypress Asset Management
Texas
$836K +$17.8K +60 +2%
WPW
654
Waldron Private Wealth
Pennsylvania
$821K -$36.7K -124 -5%
EGA
655
Eagle Global Advisors
Texas
$814K – – –
LFM
656
Lumina Fund Management
New York
$814K – – –
MACM
657
March Altus Capital Management
Connecticut
$814K +$770K +2,600 New
VEA
658
Virtus ETF Advisers
New York
$806K +$96K +324 +14%
SCA
659
Salient Capital Advisors
Texas
$801K +$59.2K +200 +8%
DWA
660
Douglass Winthrop Advisors
New York
$798K -$59.2K -200 -7%
WC
661
Woodstock Corp
Massachusetts
$797K +$4.44K +15 +0.6%
NFC
662
Northeast Financial Consultants
Connecticut
$796K – – –
BRWA
663
B. Riley Wealth Advisors
Florida
$782K +$91.8K +310 +14%
PCP
664
Proficio Capital Partners
Massachusetts
$766K +$5.92K +20 +0.8%
SBA
665
Seven Bridges Advisors
New York
$758K +$348K +1,174 +94%
Rafferty Asset Management
666
Rafferty Asset Management
New York
$755K -$16.6K -56 -2%
PAMG
667
Patton Albertson Miller Group
Tennessee
$754K -$73.7K -249 -9%
EGA
668
E&G Advisors
Texas
$753K +$59.2K +200 +9%
KFA
669
Kelleher Financial Advisors
New York
$751K +$118K +400 +20%
EDRS
670
Edmond de Rothschild (Suisse)
Switzerland
$745K -$106K -359 -13%
GWM
671
Geneos Wealth Management
Colorado
$742K -$5.04K -17 -0.7%
HSA
672
HBK Sorce Advisory
Pennsylvania
$741K -$3.26K -11 -0.5%
BAM
673
Berkshire Asset Management
Pennsylvania
$731K -$423K -1,427 -38%
GS
674
GAM Systematic
United Kingdom
$726K +$478K +1,614 +229%
WAM
675
Wealthspire Advisors (Maryland)
Maryland
$725K -$1.48K -5 -0.2%