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Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
651
Lugano Financial Advisors SA (LFA)
Switzerland
$154K
IA
652
IFP Advisors
Florida
$153K -$15.9K -872 -10%
FHA
653
First Horizon Advisors
Tennessee
$150K +$1.15K +63 +0.8%
FWM
654
Focused Wealth Management
New York
$144K
HRC
655
Hoertkorn Richard Charles
$140K
TPWA
656
TRUE Private Wealth Advisors
Oregon
$139K +$109 +6 +0.1%
GCM
657
Gables Capital Management
Florida
$138K
Bank Julius Baer & Co
658
Bank Julius Baer & Co
Switzerland
$133K -$182 -10 -0.1%
SCM
659
Silvant Capital Management
Georgia
$133K
AF
660
Advisornet Financial
Minnesota
$122K -$137K -7,487 -54%
QCG
661
Quadrant Capital Group
Ohio
$121K +$15.3K +839 +15%
EP
662
Eudaimonia Partners
Tennessee
$114K +$2.15K +118 +2%
CSPIA
663
Cary Street Partners Investment Advisory
Virginia
$109K +$105K +5,756 New
SFSIG
664
San Francisco Sentry Investment Group
California
$101K -$10.9K -597 -10%
VFA
665
Valeo Financial Advisors
Indiana
$101K -$3.5K -192 -3%
CCM
666
Covington Capital Management
California
$101K
VC
667
Veracity Capital
Georgia
$97K -$4.78K -262 -0.3%
T
668
TOBAM
France
$93K +$89.2K +4,888 New
OSAM
669
O'Shaughnessy Asset Management
Connecticut
$92K +$18.9K +1,035 +27%
AIM
670
Anchor Investment Management
South Carolina
$90.9K
RIM
671
Rampart Investment Management
Connecticut
$84K -$326K -17,882 -80%
ICM
672
Islay Capital Management
Texas
$84K +$80.7K +4,425 New
GAM
673
Gemmer Asset Management
California
$83K +$91 +5 +0.1%
IAIM
674
International Assets Investment Management
Florida
$81K +$525K +28,796 New
ADL
675
Asset Dedication LLC
California
$79K -$29K -1,589 -28%