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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$190K -$149K -8,125 -43%
SIM
527
Sigma Investment Management
Oregon
$183K – – –
MWAC
528
Mariner Wealth Advisors (Cincinnati)
Ohio
$181K – – –
FMLI
529
Fukoku Mutual Life Insurance
Japan
$180K -$23.8K -1,300 -11%
EIC
530
Equity Investment Corp
Georgia
$179K +$184K +10,075 New
BMO
531
Beck Mack & Oliver
New York
$178K – – –
HWA
532
HCR Wealth Advisors
California
$178K – – –
LPC
533
Loeb Partners Corp
New York
$178K – – –
AWM
534
AllSquare Wealth Management
New York
$176K – – –
SC
535
SRB Corp
Massachusetts
$168K -$9.3K -508 -5%
CB
536
Community Bank
New York
$164K – – –
CI Investments Inc
537
CI Investments Inc
Ontario, Canada
$160K +$165K +9,000 New
GWM
538
Geneos Wealth Management
Colorado
$154K +$4.78K +261 +3%
ST
539
Spot Trading
Illinois
$152K -$525K -28,705 -77%
SWA
540
Sutton Wealth Advisors
Florida
$151K – – –
TF
541
Tompkins Financial
New York
$147K – – –
ECA
542
Endeavour Capital Advisors
Connecticut
$133K -$15.1M -822,966 -99%
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$132K -$196K -10,692 -59%
PCM
544
Prelude Capital Management
New York
$129K -$35.5K -1,938 -21%
FMTCOCP
545
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$126K +$130K +7,092 New
MA
546
MCF Advisors
Kentucky
$122K – – –
TDC
547
Thompson Davis & Co
Virginia
$119K +$20.6K +1,125 +20%
IWM
548
IHT Wealth Management
Illinois
$115K -$9.85K -538 -7%
PAM
549
Paradigm Asset Management
New York
$115K -$101K -5,500 -46%
FWM
550
Focused Wealth Management
New York
$106K +$99.7K +5,450 +1,067%