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Name Holding Trade Value Shares
Change
Change in
Stake
NME
601
Notis-McConarty Edward
$80K +$87.1K +1,238 New
GLI
602
Guardian Life Insurance
New York
$76K -$1.34K -19 -2%
FNYS
603
First New York Securities
New York
$72.3K +$78.4K +1,114 New
IWC
604
Integrated Wealth Counsel
California
$71K – – –
NFG
605
Next Financial Group
Texas
$71K – – –
DBT
606
Dubuque Bank & Trust
Iowa
$68K – – –
PCM
607
Prelude Capital Management
New York
$68K +$74K +1,052 New
PHK
608
Point72 Hong Kong
Hong Kong
$67K +$72.6K +1,032 New
PFO
609
Pathstone Family Office
New Jersey
$65K – – –
DA
610
Denali Advisors
California
$64K – – –
JIC
611
Joel Isaacson & Co
New York
$64K – – –
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$2.04K +29 +3%
RIA
613
Regal Investment Advisors
Michigan
$62K +$66.9K +951 New
W
614
Wealthfront
California
$61K -$9.15K -130 -12%
OIA
615
Optimum Investment Advisors
Illinois
$59K – – –
SAMC
616
Shinko Asset Management Company
Japan
$58K – – –
TF
617
Tompkins Financial
New York
$58K – – –
WTC
618
WhitTier Trust Company
Nevada
$54K – – –
OSAM
619
O'Shaughnessy Asset Management
Connecticut
$51K -$5.64M -80,211 -99%
MAM
620
Mizuho Asset Management
Japan
$50K +$24K +341 +79%
BOK
621
Bank of Kentucky
Kentucky
$46K – – –
NCMG
622
NCM Capital Management Group
North Carolina
$44K – – –
PSI
623
Pinnacle Summer Investments
Virginia
$40K – – –
GSC
624
Ground Swell Capital
South Carolina
$33K +$18.9K +268 +114%
QAM
625
QCI Asset Management
New York
$32K -$8.72K -124 -20%