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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1076
Centaurus Financial
California
$212K -$6.18K -26 -3%
Summit Trail Advisors
1077
Summit Trail Advisors
New York
$211K +$207K +870 New
CFD
1078
Creative Financial Designs
Indiana
$210K – – –
PWLP
1079
Prio Wealth Limited Partnership
Massachusetts
$210K +$206K +866 New
First Manhattan
1080
First Manhattan
New York
$207K -$24.3K -102 -11%
OIA
1081
Optimum Investment Advisors
Illinois
$206K – – –
Meridian Wealth Management
1082
Meridian Wealth Management
Kentucky
$205K +$201K +846 New
ZIG
1083
Zullo Investment Group
Pennsylvania
$205K -$10.7K -45 -5%
WA
1084
Waddell & Associates
Tennessee
$204K +$200K +842 New
Waldron Private Wealth
1085
Waldron Private Wealth
Pennsylvania
$203K – – –
DBG
1086
De Burlo Group
Massachusetts
$202K – – –
AWA
1087
Arete Wealth Advisors
Illinois
$201K +$197K +830 New
Wellington Management Group
1088
Wellington Management Group
Massachusetts
$201K +$197K +829 New
FFG
1089
Fortem Financial Group
California
$200K +$197K +827 New
EWM
1090
Evermay Wealth Management
Virginia
$197K – – –
ATC
1091
Adirondack Trust Company
New York
$195K – – –
CG
1092
Cutler Group
California
$193K -$95.1K -400 -33%
GTCM
1093
Gyon Technologies Capital Management
New Jersey
$189K -$892K -3,750 -83%
DJSG
1094
D.J. St. Germain
Massachusetts
$189K +$309K +1,299 +2%
AIM
1095
Anchor Investment Management
South Carolina
$188K – – –
Penserra Capital Management
1096
Penserra Capital Management
California
$186K +$12.8K +54 +7%
BCM
1097
Bourgeon Capital Management
Connecticut
$182K – – –
CWM
1098
Compass Wealth Management
Connecticut
$182K +$178K +750 New
TC
1099
Truvestments Capital
Florida
$182K -$493K -2,071 -73%
TWI
1100
Thomas White International
Illinois
$179K -$71.4K -300 -29%