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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
701
Ironwood Investment Management
Massachusetts
$397K +$5.51K +41 +1%
LFS
702
Legacy Financial Strategies
Kansas
$397K +$140K +1,043 +56%
WEC
703
Winslow Evans & Crocker
Massachusetts
$395K
SFG
704
SNS Financial Group
Minnesota
$394K -$54.1K -402 -12%
LOAME
705
Lombard Odier Asset Management (Europe)
United Kingdom
$390K -$44.8K -333 -10%
AI
706
Atria Investments
North Carolina
$383K -$287K -2,131 -43%
ECM
707
Evergreen Capital Management
Washington
$383K +$376K +2,797 New
EDRH
708
Edmond de Rothschild Holding
Switzerland
$381K +$12.9K +96 +4%
LSAG
709
Lake Street Advisors Group
New Hampshire
$374K -$18.8K -140 -5%
BAM
710
Belpointe Asset Management
Nevada
$373K -$561K -4,173 -61%
ERIM
711
Eagle Ridge Investment Management
Connecticut
$372K -$80.1K -596 -18%
NFC
712
Northeast Financial Consultants
Connecticut
$370K -$24.5K -182 -6%
ADBIC
713
A.D. Beadell Investment Counsel
Wisconsin
$370K
CSS
714
Cubist Systematic Strategies
Connecticut
$368K +$187K +1,392 +107%
MFAM
715
Motley Fool Asset Management
Virginia
$368K +$361K +2,683 New
ZIC
716
ZWJ Investment Counsel
Georgia
$366K +$4.84K +36 +1%
CG
717
Caprock Group
Idaho
$365K -$1.48K -11 -0.4%
MA
718
MANA Advisors
New York
$358K +$352K +2,615 New
TIM
719
Thompson Investment Management
Wisconsin
$354K
NRS
720
Neville Rodie & Shaw
New York
$353K +$33.6K +250 +11%
IC
721
Inverness Counsel
New York
$349K -$6.37M -47,405 -95%
WP
722
Wedgewood Partners
Missouri
$342K
SXL
723
Summit X LLC
Missouri
$341K +$20.8K +155 +7%
HPC
724
HM Payson & Co
Maine
$340K
PA
725
Pinnacle Associates
New York
$339K -$80.7K -600 -20%