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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
776
Compagnie Lombard Odier SCmA
Switzerland
$40K
QT
777
Quantbot Technologies
New York
$39K -$1.03M -5,044 -96%
NSIM
778
North Star Investment Management
Illinois
$39K
ZB
779
Zions Bancorporation
Utah
$36K -$10.2K -50 -22%
PCH
780
Polar Capital Holdings
United Kingdom
$35.7K +$10.2M +50,000 +40%
CYG
781
Clean Yield Group
Vermont
$35K -$190K -931 -84%
CA
782
Centerpoint Advisors
Massachusetts
$34K
PK
783
Pflug Koory
Nebraska
$33K
TC
784
Trust Company
Kansas
$33K
TCWM
785
Total Clarity Wealth Management
Illinois
$33K +$32.7K +160 New
SC
786
Sierra Capital
Florida
$31K -$1.23K -6 -4%
WSC
787
Wellington Shields & Co
New York
$31K +$30.7K +150 New
AWM
788
Accel Wealth Management
Iowa
$30K
BWA
789
BDO Wealth Advisors
Florida
$30K
BC
790
Bartlett & Co
Ohio
$29K
BCWM
791
Bartlett & Co Wealth Management
Ohio
$28.6K
LWP
792
Lumature Wealth Partners
Georgia
$28K -$1.13M -5,548 -98%
GCM
793
Gables Capital Management
Florida
$28K
RG
794
Retirement Group
California
$28K +$13.1K +64 +88%
FCMT
795
Founders Capital Management (Texas)
Texas
$27K
PMFA
796
Plante Moran Financial Advisors
Michigan
$26K
FF
797
FourThought Financial
Florida
$25K -$1.43K -7 -5%
1IA
798
1834 Investment Advisors
Wisconsin
$25K
SN
799
Sittner & Nelson
Oregon
$25K
UWM
800
Urban Wealth Management
California
$25K +$25.3K +124 New