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Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
826
Polar Asset Management Partners
Ontario, Canada
$609K +$614K +2,107 New
IHL
827
Investment House LLC
California
$608K +$43.7K +150 +8%
GA
828
GoalVest Advisory
New York
$606K +$611K +2,096 New
PCM
829
Parsons Capital Management
Rhode Island
$605K – – –
SFSG
830
Sound Financial Strategies Group
Mississippi
$603K -$53.6K -184 -8%
CC
831
Chicago Capital
Illinois
$601K – – –
LSAG
832
Lake Street Advisors Group
New Hampshire
$599K -$108K -370 -16%
EWM
833
Evercore Wealth Management
New York
$596K +$17.2K +59 +3%
PCM
834
Pointe Capital Management
Michigan
$595K +$19K +65 +3%
SPC
835
Sigma Planning Corp
Michigan
$594K +$82.5K +283 +16%
GI
836
Gradient Investments
Minnesota
$593K -$15.5K -53 -3%
ZB
837
Zions Bancorporation
Utah
$593K +$105K +359 +21%
BDS
838
Banco de Sabadell
Florida
$592K +$44.9K +154 +8%
BP
839
Ballentine Partners
Massachusetts
$587K +$192K +657 +48%
ORI
840
Oak Ridge Investments
Illinois
$585K – – –
SFO
841
Stokes Family Office
Louisiana
$583K -$82.2K -282 -12%
HCM
842
Howland Capital Management
Massachusetts
$583K – – –
WSTAM
843
Wilbanks Smith & Thomas Asset Management
Virginia
$582K +$3.5K +12 +0.6%
USGIU
844
U.S. Global Investors (USGI)
Texas
$578K – – –
Verition Fund Management
845
Verition Fund Management
Connecticut
$576K +$581K +1,994 New
SIM
846
Sentry Investment Management
Wisconsin
$572K -$913K -3,133 -61%
BFEC
847
Benjamin F. Edwards & Company
Missouri
$568K -$28.6K -98 -5%
WB
848
Webster Bank
Connecticut
$562K – – –
PA
849
PFG Advisors
Arizona
$558K +$64.4K +221 +13%
MMPW
850
Mitchell McLeod Pugh & Williams
Alabama
$557K -$105K -360 -16%