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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
301
HM Payson & Co
Maine
$84K – – –
SFS
302
Sowell Financial Services
Arkansas
$84K +$67.8K +676 +16,900%
SFO
303
Standard Family Office
South Dakota
$83K – – –
FF
304
FourThought Financial
Florida
$81K -$1.5K -15 -2%
WWM
305
Wolff Wiese Magana
California
$77K – – –
HFM
306
Harvest Fund Management
China
$75K +$67.2K +670 New
ECM
307
Engine Capital Management
New York
$67K +$60.1K +600 New
KTC
308
Kistler-Tiffany Companies
Pennsylvania
$62K – – –
TCM
309
Tradewinds Capital Management
Washington
$56K – – –
BWA
310
BDO Wealth Advisors
Florida
$55K – – –
NFG
311
Next Financial Group
Texas
$54K +$100 +1 +0.2%
FHA
312
First Horizon Advisors
Tennessee
$45K – – –
AF
313
Advisornet Financial
Minnesota
$44K – – –
QT
314
Quantbot Technologies
New York
$42K +$38.1K +380 New
SWM
315
Spire Wealth Management
Virginia
$41K +$36.4K +363 New
VanEck Associates
316
VanEck Associates
New York
$36K +$32.2K +321 New
GAM
317
Gemmer Asset Management
California
$35K – – –
HI
318
Harbour Investments
Wisconsin
$34K +$30.1K +300 New
S
319
SignatureFD
Georgia
$32K -$2.51K -25 -8%
CI Investments Inc
320
CI Investments Inc
Ontario, Canada
$28K -$6.51K -65 -21%
CFD
321
Creative Financial Designs
Indiana
$28K – – –
Simplex Trading
322
Simplex Trading
Illinois
$28K +$7.72K +77 +44%
FMT
323
First Mercantile Trust
Tennessee
$26K -$2.21K -22 -9%
FCA
324
FinTrust Capital Advisors
South Carolina
$25K -$6.51K -65 -23%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$25K – – –