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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1201
Circle Wealth Management
New Jersey
$3.28M +$387K +965 +13%
NIM
1202
NEOS Investment Management
Connecticut
$3.27M +$3.31M +8,255 New
CCA
1203
Checchi Capital Advisers
California
$3.27M -$164K -408 -5%
LA
1204
Legacy Advisors
Pennsylvania
$3.25M +$328K +818 +11%
NLGIA
1205
Nippon Life Global Investors Americas
New York
$3.24M +$349K +870 +12%
PAM
1206
Peak Asset Management
Colorado
$3.22M -$4.01K -10 -0.1%
ACS
1207
Archford Capital Strategies
Illinois
$3.22M +$142K +354 +5%
GWM
1208
Geneos Wealth Management
Colorado
$3.22M +$268K +667 +9%
MMG
1209
Monetary Management Group
Missouri
$3.21M -$161K -400 -5%
DWT
1210
Dorsey & Whitney Trust
South Dakota
$3.2M +$73.5K +183 +2%
AAM
1211
Alphadyne Asset Management
New York
$3.2M +$2.77M +6,910 +587%
TW
1212
TrinityPoint Wealth
Connecticut
$3.19M -$12.4K -31 -0.4%
WAM
1213
Watershed Asset Management
California
$3.18M – – –
PHM
1214
Prospect Hill Management
New Jersey
$3.17M – – –
PS
1215
Pensionfund Sabic
Netherlands
$3.17M +$3.21M +8,000 New
GIM
1216
Goelzer Investment Management
Indiana
$3.17M +$3.21K +8 +0.1%
SAM
1217
Silvercrest Asset Management
New York
$3.17M -$21.7K -54 -0.7%
LAS
1218
Lloyd Advisory Services
Georgia
$3.15M +$3.19M +7,952 New
NG
1219
Norden Group
Utah
$3.15M +$3.19M +7,952 New
WCM Investment Management
1220
WCM Investment Management
California
$3.15M -$51.4K -128 -2%
BW
1221
Bison Wealth
Georgia
$3.14M +$303K +756 +11%
PCM
1222
Princeton Capital Management
New Jersey
$3.14M +$949K +2,363 +42%
BDS
1223
Banco de Sabadell
Florida
$3.13M -$350K -873 -10%
CRC
1224
Curi RMB Capital
Illinois
$3.12M -$91.9K -229 -3%
GFP
1225
Gryphon Financial Partners
Ohio
$3.11M -$17.3K -43 -0.5%