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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
Manchester Capital Management
Vermont
$79K – – –
LOAMS
627
Lombard Odier Asset Management (Switzerland)
Switzerland
$78K -$254K -1,943 -76%
AIS
628
Accurate Investment Solutions
Pennsylvania
$78K – – –
CWM
629
Cedar Wealth Management
California
$78K – – –
RS
630
Robeco Schweiz
Switzerland
$78K +$78.3K +600 New
TCOV
631
Trust Company of Vermont
Vermont
$77K – – –
SWA
632
Sutton Wealth Advisors
Florida
$76.4K – – –
NHFG
633
New Harbor Financial Group
Massachusetts
$76K – – –
SHJ
634
Sharkey, Howes & Javer
Colorado
$75K – – –
M
635
MOTCO
Texas
$68K -$2.09K -16 -3%
EDRH
636
Edmond de Rothschild Holding
Switzerland
$65K -$553K -4,236 -89%
EDRE
637
Edmond de Rothschild (Europe)
Luxembourg
$65K -$460K -3,526 -88%
FHA
638
First Horizon Advisors
Tennessee
$63K +$9.53K +73 +18%
AssetMark Inc
639
AssetMark Inc
California
$62K +$5.35K +41 +9%
S
640
SignatureFD
Georgia
$60K +$10.1K +77 +20%
JFA
641
JNBA Financial Advisors
Minnesota
$60K +$59.8K +458 New
PCM
642
Prelude Capital Management
New York
$55K -$342K -2,620 -86%
IF
643
Ironwood Financial
Arizona
$53K – – –
AIM
644
Acrospire Investment Management
Illinois
$52K -$52.2K -400 -50%
CAW
645
Cornerstone Advisors (Washington)
Washington
$52K +$44.9K +344 +593%
JAM
646
Jolley Asset Management
North Carolina
$52K +$52.2K +400 New
CHP
647
Cable Hill Partners
Oregon
$49K – – –
FANJ
648
Financial Architects (New Jersey)
New Jersey
$49K +$1.83K +14 +4%
CJA
649
C-J Advisory
California
$49K +$49.2K +377 New
JCM
650
Jacobi Capital Management
Pennsylvania
$45K – – –