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Name Holding Trade Value Shares
Change
Change in
Stake
BRF
1
B. Riley Financial
California
$900K -$222K -26,327 -15%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$164K +$55.5K +6,575 +31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$155K
WANY
4
Wealthspire Advisors (New York)
New York
$137K +$52.8K +6,250 +36%
B
5
Bellecapital
Switzerland
$111K
PAWC
6
P.A.W. Capital
Connecticut
$110K
CI
7
CAZ Investments
Texas
$92K +$50.3K +5,965 +100%
BFM
8
Boothbay Fund Management
New York
$43.2K
BlackRock
9
BlackRock
New York
$40K +$2.18K +258 +4%
Corient Private Wealth
10
Corient Private Wealth
Florida
$20.2K
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.1K -$49.8K -5,898 -73%
Group One Trading
12
Group One Trading
Illinois
$12.1K -$3.25K -385 -16%
S
13
SignatureFD
Georgia
$8.49K
Brown Advisory
14
Brown Advisory
Maryland
$7.46K
TRCT
15
Tower Research Capital (TRC)
New York
$5.42K +$675 +80 +9%
Bank of America
16
Bank of America
North Carolina
$4.1K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K -$169 -20 -8%
VI
18
Vestcor Inc
New Brunswick, Canada
$2K
WT
19
Washington Trust
Rhode Island
$1.91K
UBS Group
20
UBS Group
Switzerland
$625 -$633 -75 -41%
Osaic Holdings
21
Osaic Holdings
Arizona
$548 -$211 -25 -21%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$485
AF
23
Allworth Financial
California
$365 +$532 +63 New
Morgan Stanley
24
Morgan Stanley
New York
$262 +$17 +2 +5%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$76 +$110 +13 New