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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1301
Compagnie Lombard Odier SCmA
Switzerland
$175K +$98.7K +746 +150%
SG Americas Securities
1302
SG Americas Securities
New York
$154K
LWA
1303
Lowe Wealth Advisors
Maryland
$149K
FPFS
1304
First Personal Financial Services
North Carolina
$146K +$55.3K +418 +67%
PAM
1305
Paradigm Asset Management
New York
$141K
HIIFS
1306
Harel Insurance Investments & Financial Services
Israel
$141K
IIC
1307
Integrated Investment Consultants
Michigan
$140K +$11.9K +90 +10%
CPIG
1308
Chicago Partners Investment Group
Illinois
$135K +$1.99K +15 +2%
HCA
1309
Horan Capital Advisors
Ohio
$131K +$123K +930 New
PCP
1310
Proficio Capital Partners
Massachusetts
$128K
LD
1311
Lipe & Dalton
New York
$127K
ABA
1312
American Beacon Advisors
Texas
$125K
SIM
1313
Sonora Investment Management
Arizona
$117K
PWM
1314
Perigon Wealth Management
California
$116K -$767K -5,799 -88%
CG
1315
Cutler Group
California
$116K -$331K -2,500 -75%
JCM
1316
Jacobi Capital Management
Pennsylvania
$116K
MSFP
1317
Mark Sheptoff Financial Planning
Connecticut
$116K
TC
1318
Trust Company
Kansas
$115K -$14.3K -108 -12%
AIM
1319
Advantage Investment Management
Iowa
$112K
KPCM
1320
Kings Point Capital Management
New York
$109K +$25.1K +190 +33%
OIA
1321
OneDigital Investment Advisors
Kansas
$108K -$23.8K -180 -19%
NSB
1322
Norway Savings Bank
Maine
$107K -$26.5K -200 -21%
WAP
1323
Wealthcare Advisory Partners
Pennsylvania
$106K +$99K +748 New
TDC
1324
Thompson Davis & Co
Virginia
$105K -$16.5K -125 -14%
MCIA
1325
Mountain Capital Investment Advisors
Colorado
$104K