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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
701
Clough Capital Partners
Massachusetts
$306K -$9.1M -26,960 -97%
BRWA
702
B. Riley Wealth Advisors
Florida
$304K -$321K -950 -54%
MA
703
Mutual Advisors
Nebraska
$303K +$13.5K +40 +5%
ZIM
704
Zacks Investment Management
Illinois
$303K +$7.43K +22 +3%
VI
705
Versor Investments
New York
$302K +$273K +808 New
HIA
706
Harbor Investment Advisory
Maryland
$299K -$5.4K -16 -2%
LSWM
707
Lorne Steinberg Wealth Management
Canada
$299K
WPW
708
Waldron Private Wealth
Pennsylvania
$297K +$267K +792 New
BSW
709
Buckingham Strategic Wealth
Missouri
$297K +$268K +794 New
CCG
710
Cypress Capital Group
Florida
$296K -$390K -1,154 -59%
RPCONE
711
Retirement Planning Company of New England
Rhode Island
$294K -$68.5K -203 -21%
VT
712
Vise Technologies
New York
$293K -$47.9K -142 -15%
IWM
713
IHT Wealth Management
Illinois
$292K -$46.3K -137 -15%
BBHC
714
Brown Brothers Harriman & Co
New York
$292K
IFS
715
Ifrah Financial Services
Arkansas
$291K -$17.9K -53 -6%
WT
716
Whittier Trust
California
$289K -$1.69K -5 -0.6%
WF
717
Welch & Forbes
Massachusetts
$289K
PBC
718
Pavion Blue Capital
California
$288K -$18.6K -55 -7%
CIC
719
Carnegie Investment Counsel
Ohio
$287K
SF
720
Summit Financial
New Jersey
$284K +$256K +759 New
SWS
721
SYSTM Wealth Solutions
Illinois
$284K -$745K -2,207 -74%
WBC
722
Westpac Banking Corp
Australia
$284K -$1.21M -3,577 -82%
GI
723
GAMMA Investing
California
$284K +$143K +425 +127%
JWM
724
Janiczek Wealth Management
Colorado
$283K +$156K +462 +156%
PP
725
PDS Planning
Ohio
$282K +$255K +756 New