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Name Holding Trade Value Shares
Change
Change in
Stake
CRC
1301
Curi RMB Capital
Illinois
$184K +$1.72K +13 +1%
AF
1302
Allworth Financial
California
$179K +$10.1K +76 +6%
PCM
1303
Prelude Capital Management
New York
$178K +$167K +1,264 New
CLOS
1304
Compagnie Lombard Odier SCmA
Switzerland
$175K +$98.7K +746 +150%
SG Americas Securities
1305
SG Americas Securities
New York
$154K – – –
LWA
1306
Lowe Wealth Advisors
Maryland
$149K – – –
FPFS
1307
First Personal Financial Services
North Carolina
$146K +$55.3K +418 +67%
PAM
1308
Paradigm Asset Management
New York
$141K – – –
HIIFS
1309
Harel Insurance Investments & Financial Services
Israel
$141K – – –
IIC
1310
Integrated Investment Consultants
Michigan
$140K +$11.9K +90 +10%
CPIG
1311
Chicago Partners Investment Group
Illinois
$135K +$1.99K +15 +2%
HCA
1312
Horan Capital Advisors
Ohio
$131K +$123K +930 New
PCP
1313
Proficio Capital Partners
Massachusetts
$128K – – –
LD
1314
Lipe & Dalton
New York
$127K – – –
ABA
1315
American Beacon Advisors
Texas
$125K – – –
SIM
1316
Sonora Investment Management
Arizona
$117K – – –
PWM
1317
Perigon Wealth Management
California
$116K -$767K -5,799 -88%
CG
1318
Cutler Group
California
$116K -$331K -2,500 -75%
JCM
1319
Jacobi Capital Management
Pennsylvania
$116K – – –
MSFP
1320
Mark Sheptoff Financial Planning
Connecticut
$116K – – –
TC
1321
Trust Company
Kansas
$115K -$14.3K -108 -12%
AIM
1322
Advantage Investment Management
Iowa
$112K – – –
KPCM
1323
Kings Point Capital Management
New York
$109K +$25.1K +190 +33%
OIA
1324
OneDigital Investment Advisors
Kansas
$108K -$23.8K -180 -19%
NSB
1325
Norway Savings Bank
Maine
$107K -$26.5K -200 -21%