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Name Holding Trade Value Shares
Change
Change in
Stake
IEFM
651
IQ EQ Fund Management
Ireland
$296K – – –
LA
652
Latitude Advisors
Florida
$296K +$3.19K +36 +1%
CNC
653
Canandaigua National Corp
New York
$295K -$23.8K -268 -8%
DAM
654
Derbend Asset Management
Georgia
$295K +$274K +3,088 New
WA
655
Wealth Alliance
New York
$294K -$81.9K -924 -23%
PIP
656
Peachtree Investment Partners
Florida
$293K -$59.9K -676 -18%
PSUF
657
People's United Financial
Connecticut
$293K -$46.4K -524 -15%
NA
658
NewEdge Advisors
Louisiana
$292K +$35.1K +396 +15%
BRWA
659
B. Riley Wealth Advisors
Florida
$290K -$20.2K -228 -7%
QC
660
QCM Cayman
Texas
$290K +$269K +3,036 New
SEP
661
Southland Equity Partners
Missouri
$289K -$2.84K -32 -1%
TNAM
662
Terra Nova Asset Management
New York
$287K -$712K -8,028 -73%
PP
663
Patron Partners
Texas
$287K -$68.1K -768 -20%
LC
664
Lunia Capital
Texas
$287K +$266K +3,000 New
NAS
665
Nicolet Advisory Services
Wisconsin
$286K – – –
TP
666
Tranquility Partners
Tennessee
$284K – – –
BU
667
BBVA USA
Alabama
$284K +$263K +2,972 New
CM
668
Castleark Management
Illinois
$283K – – –
CGL
669
Clarius Group LLC
Washington
$275K +$4.25K +48 +2%
PGA
670
Portland Global Advisors
Maine
$273K – – –
BPM
671
Bowling Portfolio Management
Ohio
$272K – – –
TMAM
672
Tokio Marine Asset Management
Japan
$270K +$19.1K +216 +8%
EH
673
Equitable Holdings
New York
$269K +$11K +124 +5%
FAT
674
First American Trust
California
$267K -$107K -1,212 -30%
LWAM
675
Legacy Wealth Asset Management
Minnesota
$266K -$16K -180 -6%