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Cedar Fair

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
101
Signet Financial Management
New Jersey
$543K
SWM
102
Segment Wealth Management
Texas
$535K -$781 -12 -0.1%
BS
103
Boenning & Scattergood
Pennsylvania
$522K +$539K +8,287 New
GBBWRPM
104
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$507K
SYBT
105
Stock Yards Bank & Trust
Kentucky
$472K
GJCM
106
Grand Jean Capital Management
California
$457K
AA
107
ALPS Advisors
Colorado
$450K -$21.9K -336 -4%
MRCM
108
M&R Capital Management
New Jersey
$447K
EHC
109
Everett Harris & Co
California
$441K
BAM
110
Belpointe Asset Management
Nevada
$435K +$11.3K +174 +3%
KCM
111
Kornitzer Capital Management
Kansas
$427K
WF
112
WealthTrust Fairport
Ohio
$418K +$7.68K +118 +2%
SFA
113
Sequoia Financial Advisors
Ohio
$413K
GG
114
GenWealth Group
New Jersey
$406K
Northern Trust
115
Northern Trust
Illinois
$403K
FT
116
Fiduciary Trust
Massachusetts
$401K -$46.3K -711 -10%
PC
117
Pecaut & Co
Iowa
$391K
BCA
118
Berman Capital Advisors
Georgia
$375K
TAM
119
Tocqueville Asset Management
New York
$372K
Wolverine Trading
120
Wolverine Trading
Illinois
$348K
SBIA
121
Sheaff Brock Investment Advisors
Indiana
$343K
Creative Planning
122
Creative Planning
Kansas
$341K -$96.4K -1,481 -21%
IA
123
IFP Advisors
Florida
$340K -$88.1K -1,354 -20%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$339K +$46.8K +719 +15%
JMPWA
125
JP Morgan Private Wealth Advisors
California
$320K +$330K +5,074 New