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Global Partners

Name Holding Trade Value Shares
Change
Change in
Stake
APW
101
Allied Private Wealth
Florida
$18.3K +$17.4K +369 New
EWM
102
Evolution Wealth Management
Florida
$16.1K
VWM
103
Vermillion Wealth Management
Minnesota
$15.3K
US Bancorp
104
US Bancorp
Minnesota
$14.4K
Bessemer Group
105
Bessemer Group
New Jersey
$14K
OCM
106
Osbon Capital Management
Massachusetts
$13.4K +$13.6K +288 New
BBHC
107
Brown Brothers Harriman & Co
New York
$11.6K +$11.8K +250 New
HWA
108
HHM Wealth Advisors
Tennessee
$9.32K
MSFP
109
Mark Sheptoff Financial Planning
Connecticut
$9.32K
SWM
110
SHP Wealth Management
Massachusetts
$9.32K +$9.44K +200 New
Russell Investments Group
111
Russell Investments Group
United Kingdom
$7.17K
Citigroup
112
Citigroup
New York
$5.82K +$5.9K +125 New
AssetMark Inc
113
AssetMark Inc
California
$466
FCMT
114
Founders Capital Management (Texas)
Texas
$412
HNB
115
Huntington National Bank
Ohio
$47
N
116
Natixis
France
-$4.2M -99,800 Closed
MCS
117
Mercuria Capital Strategies
Texas
-$3.47M -82,357 Closed
SMH
118
Sanders Morris Harris
Texas
-$653K -15,500 Closed
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
-$129K -3,000 Closed
Group One Trading
120
Group One Trading
Illinois
-$123K -2,604 Closed
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
-$31.6K -750 Closed