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Name Holding Trade Value Shares
Change
Change in
Stake
KB
601
Kimelman & Baird
New York
$134K – – –
SIC
602
SJS Investment Consulting
Ohio
$133K +$28.7K +1,810 +30%
RIL
603
Rothschild Investment LLC
Illinois
$128K -$63.4K -3,994 -34%
HFM
604
Harvest Fund Management
China
$123K +$107K +6,725 +1,076%
OWP
605
ORG Wealth Partners
Texas
$120K +$114K +7,159 New
AA
606
AlphaMark Advisors
Kentucky
$119K -$14.3K -900 -11%
PWS
607
Peterson Wealth Services
Utah
$111K +$105K +6,646 New
CF
608
Centaurus Financial
California
$109K +$103K +6,490 New
FHA
609
First Horizon Advisors
Tennessee
$107K -$12K -755 -11%
FIA
610
FNY Investment Advisers
New York
$98K +$93.6K +5,900 New
AWM
611
AllSquare Wealth Management
New York
$92.5K – – –
PS
612
Planned Solutions
California
$91.5K +$86.7K +5,465 New
PFBT
613
Parkside Financial Bank & Trust
Missouri
$91.1K +$936 +59 +1%
QCG
614
Quadrant Capital Group
Ohio
$87.5K +$4.32K +272 +5%
BIG
615
Brooklyn Investment Group
New York
$80.5K +$76.3K +4,808 New
NB
616
NBT Bank
New York
$80.1K +$44.2K +2,787 +140%
QL
617
Quarry LP
New York
$77.2K +$43.9K +2,769 +151%
PA
618
Parallel Advisors
California
$74.8K +$9.71K +612 +16%
TPCW
619
TD Private Client Wealth
New York
$74.7K +$349 +22 +0.5%
PCM
620
Penserra Capital Management
California
$73K +$539 +34 +0.8%
DJSG
621
D.J. St. Germain
Massachusetts
$69.1K – – –
S
622
SignatureFD
Georgia
$64.3K +$16.5K +1,040 +37%
AA
623
Addison Advisors
Vermont
$62.6K – – –
BBHC
624
Brown Brothers Harriman & Co
New York
$62.3K -$5.09K -321 -8%
WAS
625
Winch Advisory Services
Wisconsin
$59.8K +$381 +24 +0.7%