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Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
1401
Boussard & Gavaudan Investment Management
United Kingdom
$321K +$56.4K +300 +23%
BFO
1402
Boston Family Office
Massachusetts
$319K -$9.4K -50 -3%
PA
1403
Prism Advisors
California
$318K – – –
WVP
1404
Worth Venture Partners
New Jersey
$318K +$305K +1,620 New
SFWA
1405
Summit Financial Wealth Advisors
Louisiana
$317K – – –
BAM
1406
Brave Asset Management
New Jersey
$314K – – –
EI
1407
EDMP Inc
Florida
$314K – – –
MAM
1408
Morse Asset Management
Connecticut
$314K – – –
CBU
1409
CIBC Bank USA
Illinois
$314K +$11.3K +60 +4%
SL
1410
Signition LP
New York
$314K +$300K +1,596 New
KJWM
1411
Kiley Juergens Wealth Management
Washington
$313K – – –
1WA
1412
180 Wealth Advisors
Washington
$313K +$4.14K +22 +1%
DJSG
1413
D.J. St. Germain
Massachusetts
$313K +$65.8K +350 +28%
SWM
1414
SeaCrest Wealth Management
New York
$312K +$36.5K +194 +14%
AW
1415
ACG Wealth
Georgia
$307K +$188 +1 +0.1%
BCAM
1416
Boston Common Asset Management
Massachusetts
$303K – – –
CIP
1417
Convergence Investment Partners
Florida
$302K +$5.45K +29 +2%
MWPCG
1418
Measured Wealth Private Client Group
New Hampshire
$302K +$289K +1,539 New
PNC
1419
Park National Corp
Ohio
$301K +$38.5K +205 +15%
SWM
1420
Segment Wealth Management
Texas
$301K +$288K +1,534 New
LIM
1421
Lagoda Investment Management
New York
$300K – – –
ACP
1422
Ashfield Capital Partners
California
$299K – – –
GC
1423
Gilbert & Cook
Iowa
$299K +$36.1K +192 +14%
B
1424
Bailard
California
$297K -$13K -69 -4%
DMC
1425
Drexel Morgan & Co
Pennsylvania
$296K – – –