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Name Holding Trade Value Shares
Change
Change in
Stake
FineMark National Bank & Trust
701
FineMark National Bank & Trust
Florida
$563K -$4.43K -95 -0.7%
BFS
702
Bard Financial Services
Connecticut
$562K – – –
World Investment Advisors
703
World Investment Advisors
California
$558K +$286K +6,129 +79%
OHWP
704
Oak Harbor Wealth Partners
North Carolina
$557K -$203K -4,351 -24%
Horizon Kinetics Asset Management
705
Horizon Kinetics Asset Management
New York
$557K +$327K +7,000 +102%
BNP Paribas
706
BNP Paribas
France
$555K -$793 -17 Closed
EM
707
Excalibur Management
Massachusetts
$554K -$90.2K -1,934 -12%
SC
708
Sawyer & Company
Massachusetts
$554K -$63.3K -1,357 -9%
SOS
709
Silver Oak Securities
Tennessee
$553K +$170K +3,645 +35%
SIP
710
Stoneridge Investment Partners
Pennsylvania
$553K – – –
KLWA
711
Kelly Lawrence W & Associates
California
$553K – – –
SAM
712
Sawgrass Asset Management
Florida
$551K -$227K -4,855 -26%
SHF
713
Safe Harbor Fiduciary
Florida
$550K +$16.4K +352 +3%
Meridian Wealth Management
714
Meridian Wealth Management
Kentucky
$548K -$3.43M -73,524 -84%
LOAMS
715
Lombard Odier Asset Management (Switzerland)
Switzerland
$548K +$637K +13,660 New
Summit Financial
716
Summit Financial
New Jersey
$547K +$83.3K +1,785 +15%
Obermeyer Wealth Partners
717
Obermeyer Wealth Partners
Colorado
$547K +$81.4K +1,745 +15%
JWCA
718
J.W. Coons Advisors
Ohio
$542K -$29.9K -640 -5%
SFI
719
SPC Financial Inc
Maryland
$540K -$990K -21,227 -61%
SA
720
Strategic Advisors
New York
$538K -$17.3K -371 -3%
CI
721
Cherokee Insurance
Michigan
$537K +$625K +13,391 New
PT
722
Plimoth Trust
Massachusetts
$534K -$11.7K -250 -2%
IAMOG
723
Investors Asset Management of Georgia
Georgia
$534K +$32.1K +687 +5%
IF
724
Intrua Financial
Texas
$533K +$126K +2,701 +25%
PPP
725
Private Portfolio Partners
New Jersey
$532K -$93.6K -2,006 -13%