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Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
601
Lombard Odier Asset Management (Europe)
United Kingdom
$1.11M +$1.03M +4,835 New
OL
602
Optas LLC
Texas
$1.11M -$4.89K -23 -0.5%
9WM
603
9258 Wealth Management
Ohio
$1.11M +$6.16K +29 +0.6%
SFP
604
Sweet Financial Partners
Minnesota
$1.1M +$1.02M +4,811 New
IIM
605
Intact Investment Management
Quebec, Canada
$1.1M
BRWM
606
B. Riley Wealth Management
Tennessee
$1.1M +$150K +706 +17%
IIM
607
Ipswich Investment Management
Massachusetts
$1.1M -$20.4K -96 -2%
FNBT
608
FineMark National Bank & Trust
Florida
$1.09M -$16.4K -77 -2%
SWP
609
Stratos Wealth Partners
Ohio
$1.09M -$9.56K -45 -0.9%
CHAM
610
Clear Harbor Asset Management
Connecticut
$1.08M -$231K -1,087 -19%
RCM
611
Radnor Capital Management
Pennsylvania
$1.08M +$1M +4,721 New
JG
612
Jefferies Group
New York
$1.08M -$2.31M -10,878 -70%
WTC
613
WhitTier Trust Company
Nevada
$1.08M
GCM
614
Gladius Capital Management
Illinois
$1.08M +$997K +4,692 New
CAM
615
Cresset Asset Management
Illinois
$1.07M -$64K -301 -6%
FQ
616
First Quadrant
California
$1.07M
TFA
617
Teamwork Financial Advisors
Texas
$1.06M +$985K +4,636 New
BRWA
618
B. Riley Wealth Advisors
Florida
$1.06M +$315K +1,481 +47%
SP
619
Symmetry Partners
Connecticut
$1.06M -$194K -911 -16%
LNC
620
Lincoln National Corp
Pennsylvania
$1.06M -$4.25K -20 -0.4%
HFM
621
Hartford Financial Management
Connecticut
$1.05M
TBA
622
Tower Bridge Advisors
Pennsylvania
$1.05M
SMH
623
Sanders Morris Harris
Texas
$1.05M
CPO
624
Cerity Partners OCIO
New York
$1.05M +$58.4K +275 +6%
GWMIA
625
Global Wealth Management Investment Advisory
Florida
$1.04M +$581K +2,733 +152%