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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
751
SevenBridge Financial Group
Pennsylvania
$209K – – –
MCM
752
Manchester Capital Management
Vermont
$208K – – –
CAM
753
Cypress Asset Management
Texas
$207K -$11.6K -75 -6%
AA
754
Ancora Advisors
Ohio
$207K +$198K +1,275 New
FPCP
755
Fort Point Capital Partners
California
$206K +$197K +1,272 New
BFPW
756
BOK Financial Private Wealth
Colorado
$204K +$195K +1,257 New
PGIM
757
Pacific Global Investment Management
California
$203K -$16.8K -108 -8%
TCOT
758
Trust Company of Toledo
Ohio
$202K +$193K +1,245 New
BP
759
Ballentine Partners
Massachusetts
$201K +$190K +1,224 New
PAS
760
Park Avenue Securities
New York
$201K +$191K +1,233 New
OIA
761
OneDigital Investment Advisors
Kansas
$200K +$191K +1,229 New
CLOS
762
Compagnie Lombard Odier SCmA
Switzerland
$191K +$37.2K +240 +26%
SC
763
SRB Corp
Massachusetts
$189K – – –
Bessemer Group
764
Bessemer Group
New Jersey
$187K +$1.86K +12 +1%
Carson Wealth (CWM LLC)
765
Carson Wealth (CWM LLC)
Nebraska
$185K – – –
SLF
766
Sun Life Financial
Ontario, Canada
$185K +$175K +1,129 +8,685%
ACM
767
Americafirst Capital Management
California
$180K -$154K -991 -47%
JWM
768
Jacobus Wealth Management
Wisconsin
$180K – – –
ADGIPS2
769
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$180K +$172K +1,109 New
LPIC
770
LeJeune Puetz Investment Counsel
Michigan
$162K – – –
ATC
771
Adirondack Trust Company
New York
$161K – – –
First Manhattan
772
First Manhattan
New York
$155K – – –
FIB
773
First Interstate Bank
Montana
$155K +$3.88K +25 +3%
AIM
774
Acrospire Investment Management
Illinois
$146K +$140K +900 New
ARMT
775
Amica Retiree Medical Trust
Rhode Island
$142K -$62.4K -402 -32%