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Name Holding Trade Value Shares
Change
Change in
Stake
LG
151
Leuthold Group
Minnesota
$5.66M +$116K +2,147 +2%
DADC
152
D.A. Davidson & Co
Montana
$5.61M +$1.54M +28,362 +39%
NA
153
NewEdge Advisors
Louisiana
$5.58M +$357K +6,583 +7%
Wealth Enhancement Advisory Services
154
Wealth Enhancement Advisory Services
Minnesota
$5.56M -$1.43M -26,418 -21%
JC
155
JBF Capital
Colorado
$5.52M
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$5.46M +$1.7M +31,302 +46%
SCP
157
Stamos Capital Partners
California
$5.42M -$1.19M -21,928 -18%
HCM
158
Hillman Capital Management
Maryland
$5.38M -$916K -16,904 -15%
KAM
159
Krensavage Asset Management
New York
$5.34M
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$5.32M +$1.59M +29,344 +44%
EF
161
Empowered Funds
Pennsylvania
$5.16M -$485K -8,957 -9%
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$4.96M +$747K +13,783 +18%
AAM
163
Advisors Asset Management
Colorado
$4.94M +$976K +18,014 +25%
Vanguard Personalized Indexing Management
164
Vanguard Personalized Indexing Management
California
$4.91M -$182K -3,360 -4%
YLHM
165
Yelin Lapidot Holdings Management
Israel
$4.88M
DT
166
Diversified Trust
Tennessee
$4.86M +$47.5K +877 +1%
RWA
167
Roberts Wealth Advisors
California
$4.72M -$16K -295 -0.3%
Blackstone Inc
168
Blackstone Inc
New York
$4.69M +$4.61M +85,001 New
VAS
169
Vestmark Advisory Solutions
Massachusetts
$4.55M -$2.03M -37,439 -31%
TBC
170
Tweedy, Browne Co
Connecticut
$4.51M -$24.8K -458 -0.6%
CK
171
Cohen Klingenstein
New York
$4.38M
BIM
172
Brentview Investment Management
Illinois
$4.33M +$4.25M +78,510 New
JGUA
173
John G. Ullman & Associates
New York
$4.01M -$343K -6,330 -8%
FMI
174
Factory Mutual Insurance
Massachusetts
$3.87M +$3.8M +70,151 New
ATPW
175
Ashton Thomas Private Wealth
Arizona
$3.87M +$506K +9,336 +15%