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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
676
Compagnie Lombard Odier SCmA
Switzerland
$125K – – –
MG
677
Mather Group
Illinois
$123K -$3.33K -7 -3%
FHA
678
First Horizon Advisors
Tennessee
$120K -$950 -2 -0.8%
CAL
679
Capital Advisors Ltd
Ohio
$116K – – –
AA
680
Addison Advisors
Vermont
$108K – – –
SS
681
SBI Securities
Japan
$102K +$101K +213 New
SAM
682
Smartleaf Asset Management
Massachusetts
$98.9K +$15.7K +33 +19%
AAP
683
Arax Advisory Partners
Colorado
$97K – – –
NIMI
684
Natixis Investment Managers International
France
$92.2K – – –
MFG
685
Menard Financial Group
Texas
$91.3K +$90.3K +190 New
Swedbank
686
Swedbank
Sweden
$88.9K – – –
BBHC
687
Brown Brothers Harriman & Co
New York
$88.4K +$7.13K +15 +9%
AWM
688
Atticus Wealth Management
Florida
$86.5K – – –
PPC
689
Park Place Capital
Alabama
$83.6K -$6.18K -13 -7%
CT
690
Coastline Trust
Rhode Island
$81.6K – – –
WT
691
Washington Trust
Rhode Island
$79.2K -$9.5K -20 -11%
IA
692
IFP Advisors
Florida
$78.8K -$2.85K -6 -4%
CA
693
Continuum Advisory
Idaho
$76.4K – – –
T
694
TOBAM
France
$76K -$52.3K -110 -41%
BGAI
695
Bruce G. Allen Investments
Colorado
$75.4K +$475 +1 +0.6%
CYG
696
Clean Yield Group
Vermont
$72K – – –
HNB
697
Hilltop National Bank
Wyoming
$72K – – –
QCG
698
Quadrant Capital Group
Ohio
$69.2K – – –
SIM
699
Sentry Investment Management
Wisconsin
$69K -$10.9K -23 -14%
LAM
700
Lummis Asset Management
Texas
$67.2K – – –