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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
801
Tarbox Family Office
California
$29K – – –
SSB
802
Sandy Spring Bank
Maryland
$28K +$26.4K +304 +3,800%
PWA
803
Phoenix Wealth Advisors
North Carolina
$28K +$27.8K +320 New
First Manhattan
804
First Manhattan
New York
$27K – – –
GAM
805
Gemmer Asset Management
California
$27K – – –
CCA
806
Catalyst Capital Advisors
New York
$26K +$25.7K +296 New
CFO
807
CVA Family Office
Colorado
$25K – – –
PB
808
Pinnacle Bancorp
Nebraska
$24K – – –
AWM
809
Avior Wealth Management
Nebraska
$24K +$7.99K +92 +51%
LWM
810
Liberty Wealth Management
California
$23K – – –
GA
811
GoalVest Advisory
New York
$23K +$22.6K +260 New
AIL
812
AGF Investments LLC
Ontario, Canada
$21K +$20.8K +240 New
BSSFA
813
Baron Silver Stevens Financial Advisors
Florida
$21K +$20.8K +240 New
CIA
814
CSat Investment Advisory
Michigan
$19K -$157K -1,808 -90%
SLF
815
Sun Life Financial
Ontario, Canada
$19K +$347 +4 +2%
SWA
816
Sutton Wealth Advisors
Florida
$18.7K +$1.74K +20 +10%
DAM
817
Delta Asset Management
Tennessee
$18K – – –
EARNEST Partners
818
EARNEST Partners
Georgia
$18K – – –
KPCM
819
Kings Point Capital Management
New York
$18K – – –
WT
820
Washington Trust
Rhode Island
$18K – – –
LWA
821
Lenox Wealth Advisors
New York
$18K +$14.6K +168 +525%
POIA
822
Pin Oak Investment Advisors
Texas
$17K +$16.3K +188 New
LGA
823
Lebenthal Global Advisors
New York
$17K +$17.4K +200 New
SCA
824
Stuart Chaussee & Associates
California
$16K – – –
GWS
825
Glassman Wealth Services
Virginia
$16K +$3.13K +36 +24%