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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
1001
Edmond de Rothschild Holding
Switzerland
$4.38M -$112K -1,110 -3%
AIM
1002
Athena Investment Management
California
$4.36M -$1.38M -13,633 -30%
MIC
1003
Meridian Investment Counsel
California
$4.34M -$139K -1,370 -4%
PAA
1004
Peregrine Asset Advisers
Oregon
$4.34M +$2.19M +21,689 +231%
DI
1005
Disciplined Investors
Texas
$4.34M +$1.89M +18,676 +151%
DIP
1006
DT Investment Partners
Pennsylvania
$4.33M – – –
TCA
1007
Transcend Capital Advisors
New Jersey
$4.32M -$948K -9,378 -23%
IEFM
1008
IQ EQ Fund Management
Ireland
$4.31M -$325K -3,211 -9%
CI
1009
Cordant Inc
Oregon
$4.31M +$1.81M +17,908 +138%
FWM
1010
Focused Wealth Management
New York
$4.31M -$379K -3,750 -11%
SAG
1011
SageView Advisory Group
California
$4.29M +$223K +2,205 +8%
EWM
1012
Evercore Wealth Management
New York
$4.28M -$228K -2,255 -7%
WA
1013
Waddell & Associates
Tennessee
$4.28M -$678K -6,709 -18%
PWM
1014
Parkway Wealth Management
Texas
$4.28M +$3.1M +30,631 New
EGA
1015
Eagle Global Advisors
Texas
$4.27M +$3.34K +33 +0.1%
HFS
1016
Howard Financial Services
Texas
$4.25M +$2.11M +20,842 +217%
BAM
1017
Belpointe Asset Management
Nevada
$4.25M -$309K -3,052 -9%
SACTSONJ
1018
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.23M -$5.87K -58 -0.2%
FNFDCM
1019
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.23M -$49.6K -490 -2%
EAN
1020
Excelsior Advisor Network
Colorado
$4.21M +$905K +8,952 +42%
BPMC
1021
Buckland Partners Management Co
New York
$4.19M – – –
PM
1022
Parametrica Management
Hong Kong
$4.19M +$3.03M +30,000 New
KCM
1023
Kathmere Capital Management
Pennsylvania
$4.18M +$423K +4,182 +16%
CG
1024
Corundum Group
Colorado
$4.17M +$8.19K +81 +0.3%
CWS
1025
Confluence Wealth Services
Pennsylvania
$4.16M +$948K +9,374 +46%