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Name Holding Trade Value Shares
Change
Change in
Stake
RS
626
Robeco Schweiz
Switzerland
$78K +$78.3K +600 New
TCOV
627
Trust Company of Vermont
Vermont
$77K
SWA
628
Sutton Wealth Advisors
Florida
$76.4K
NHFG
629
New Harbor Financial Group
Massachusetts
$76K
SHJ
630
Sharkey, Howes & Javer
Colorado
$75K
SI
631
Sentry Investments
Ontario, Canada
$73K +$73.1M +560,000 New
M
632
MOTCO
Texas
$68K -$2.09K -16 -3%
EDRH
633
Edmond de Rothschild Holding
Switzerland
$65K -$553K -4,236 -89%
EDRE
634
Edmond de Rothschild (Europe)
Luxembourg
$65K -$460K -3,526 -88%
FHA
635
First Horizon Advisors
Tennessee
$63K +$9.53K +73 +18%
AssetMark Inc
636
AssetMark Inc
California
$62K +$5.35K +41 +9%
S
637
SignatureFD
Georgia
$60K +$10.1K +77 +20%
JFA
638
JNBA Financial Advisors
Minnesota
$60K +$59.8K +458 New
PCM
639
Prelude Capital Management
New York
$55K -$342K -2,620 -86%
IF
640
Ironwood Financial
Arizona
$53K
AIM
641
Acrospire Investment Management
Illinois
$52K -$52.2K -400 -50%
CAW
642
Cornerstone Advisors (Washington)
Washington
$52K +$44.9K +344 +593%
JAM
643
Jolley Asset Management
North Carolina
$52K +$52.2K +400 New
CHP
644
Cable Hill Partners
Oregon
$49K
FANJ
645
Financial Architects (New Jersey)
New Jersey
$49K +$1.83K +14 +4%
CJA
646
C-J Advisory
California
$49K +$49.2K +377 New
JCM
647
Jacobi Capital Management
Pennsylvania
$45K
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$44K
MA
649
MCF Advisors
Kentucky
$43K
DSI
650
Daiwa SB Investments
Japan
$40K -$5.22K -40 -11%