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Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
626
J. Safra Sarasin Holding
$3.41M +$2.46M +73,275 +208%
BDL
627
Banque de Luxembourg
Luxembourg
$3.4M -$1.29M -38,593 -26%
EC
628
Estate Counselors
Wisconsin
$3.4M +$3.62M +108,125 New
FG
629
Fiduciary Group
Georgia
$3.38M -$448K -13,372 -11%
CG
630
Caprock Group
Idaho
$3.37M +$3.32M +99,199 New
BCFS
631
Butensky & Cohen Financial Security
Florida
$3.37M -$298K -8,898 -8%
OAM
632
Oxford Asset Management
United Kingdom
$3.35M +$3.58M +106,691 New
PWM
633
Perigon Wealth Management
California
$3.35M +$132K +3,943 +4%
STA
634
Summit Trail Advisors
New York
$3.34M +$136K +4,069 +4%
KPWS
635
Kestra Private Wealth Services
Texas
$3.31M -$88.9K -2,653 -2%
SCP
636
Shorepoint Capital Partners
Massachusetts
$3.31M +$3.53M +105,417 New
BFG
637
Bleakley Financial Group
New Jersey
$3.31M -$144K -4,298 -4%
FNB
638
Farmers National Bank
Kentucky
$3.3M -$422K -12,578 -11%
DTL
639
Dynamic Technology Lab
Singapore
$3.3M +$3.1M +92,448 +731%
KF
640
KKM Financial
Illinois
$3.29M +$859K +25,625 +32%
GS
641
GTS Securities
Florida
$3.27M +$3.05M +91,069 +707%
BF
642
BOK Financial
Oklahoma
$3.26M +$31.5K +941 +0.9%
AHC
643
Anderson Hoagland & Co
Missouri
$3.25M -$10.6K -316 -0.3%
DIA
644
Dean Investment Associates
Ohio
$3.24M -$137K -4,084 -4%
OC
645
Oppenheimer & Co
New York
$3.21M -$117K -3,486 -3%
MPAM
646
Murphy Pohlad Asset Management
Minnesota
$3.17M -$520K -15,515 -13%
CFG
647
Citizens Financial Group
Rhode Island
$3.16M +$290K +8,644 +9%
PGFC
648
Peapack-Gladstone Financial Corp
New Jersey
$3.16M -$525K -15,651 -13%
RVM
649
Robinson Value Management
Texas
$3.15M -$45.9K -1,370 -1%
LSA
650
Leonteq Securities AG
Switzerland
$3.13M +$3.34M +99,679 New