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Name Holding Trade Value Shares
Change
Change in
Stake
KS
101
Karpas Strategies
Connecticut
$928K
FFM
102
Forum Financial Management
Illinois
$924K -$108 -3 -0%
Stifel Financial
103
Stifel Financial
Missouri
$921K -$75.9K -2,115 -7%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$905K -$107K -2,974 -10%
PFO
105
Pathstone Family Office
New Jersey
$902K -$613K -17,093 -41%
MCM
106
MAI Capital Management
Ohio
$886K +$104K +2,907 +13%
Vontobel Holding
107
Vontobel Holding
Switzerland
$879K
LSAG
108
Lake Street Advisors Group
New Hampshire
$874K +$66.7K +1,858 +8%
PA
109
Profund Advisors
Maryland
$867K +$69.6K +1,940 +8%
BIP
110
Brandes Investment Partners
California
$866K +$911K +25,374 New
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$848K +$240K +6,685 +37%
Charles Schwab
112
Charles Schwab
California
$841K +$352K +9,816 +66%
ECM
113
ExodusPoint Capital Management
New York
$837K -$499K -13,907 -36%
Invesco
114
Invesco
Georgia
$824K -$173K -4,810 -17%
QCG
115
Quadrant Capital Group
Ohio
$803K +$58.8K +1,639 +8%
OMC
116
Old Mission Capital
Illinois
$787K -$17.5M -488,122 -95%
SAI
117
Systematic Alpha Investments
New Jersey
$785K
GF
118
Gabelli Funds
New York
$785K +$574K +16,000 +229%
MIS
119
Morningstar Investment Services
Illinois
$747K +$46.9K +1,307 +6%
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$713K
DWT
121
Dorsey & Whitney Trust
South Dakota
$688K +$21.4K +597 +3%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$683K -$450K -12,550 -39%
RC
123
RBF Capital
California
$683K
SIA
124
SeaBridge Investment Advisors
New Jersey
$679K -$2.87K -80 -0.4%
Pzena Investment Management
125
Pzena Investment Management
New York
$677K -$65.6K -1,827 -8%