Name Holding Trade Value Shares
Change
Change in
Stake
NS
826
NewDay Solutions
New Hampshire
$222K – – –
LOPW
827
Live Oak Private Wealth
North Carolina
$222K +$253K +1,282 New
North Star Asset Management
828
North Star Asset Management
Wisconsin
$219K – – –
LCS
829
Levin Capital Strategies
New York
$217K -$14K -71 -5%
FIA
830
FNY Investment Advisers
New York
$216K -$5.82M -29,470 -96%
CFW
831
CA Family Wealth
California
$215K -$136K -690 -36%
Sigma Planning Corp
832
Sigma Planning Corp
Michigan
$214K +$5.72K +29 +2%
ZIC
833
ZWJ Investment Counsel
Georgia
$211K – – –
Waldron Private Wealth
834
Waldron Private Wealth
Pennsylvania
$210K -$20.3K -103 -8%
Bank Pictet & Cie (Europe)
835
Bank Pictet & Cie (Europe)
Germany
$210K +$239K +1,211 New
DBG
836
De Burlo Group
Massachusetts
$208K -$8.39M -42,500 -97%
SIC
837
Salem Investment Counselors
North Carolina
$208K -$178K -900 -43%
Everett Harris & Co
838
Everett Harris & Co
California
$205K – – –
JFGIW
839
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$2.56K +13 +1%
QCM
840
Quest Capital Management
Texas
$203K -$20.5K -104 -8%
RHBC
841
R.H. Bluestein & Co
Michigan
$202K -$276K -1,400 -54%
FAT
842
First American Trust
California
$201K -$123K -621 -35%
RCAG
843
Rehmann Capital Advisory Group
Michigan
$201K +$229K +1,160 New
IC
844
Inscription Capital
Texas
$200K – – –
CFGS
845
Concourse Financial Group Securities
Alabama
$196K -$413K -2,095 -65%
CAN
846
Claraphi Advisory Network
United States
$196K +$224K +1,134 New
FP
847
Financial Perspectives
Minnesota
$193K – – –
Boston Financial Management
848
Boston Financial Management
Massachusetts
$189K -$19.7K -100 -8%
Covington Capital Management
849
Covington Capital Management
California
$182K -$16K -81 -7%
KPW
850
Kore Private Wealth
New York
$182K +$85.8K +435 +70%