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Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
Simplicity Wealth
New Jersey
$7.62M +$7.11M +183,435 New
CAI
77
Capital Advisors Inc
Oklahoma
$7.41M +$3.88M +100,000 +128%
SOAMC
78
Spirit of America Management Corp
New York
$7.3M -$979K -25,250 -13%
KS
79
Karpas Strategies
Connecticut
$7.26M +$115K +2,977 +2%
KA
80
Kercheville Advisors
Texas
$6.91M -$37.2K -959 -0.6%
PVI
81
Partners Value Investments
Bermuda
$6.67M
HAI
82
Hennessy Advisors Inc
California
$6.36M
TA
83
Tectonic Advisors
Texas
$6.24M +$337K +8,690 +6%
GT
84
Glenmede Trust
Pennsylvania
$6.05M +$1.11M +28,647 +25%
ACM
85
Advisors Capital Management
New Jersey
$5.87M -$457K -11,793 -8%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$5.62M -$1.17M -30,155 -18%
Osaic Holdings
87
Osaic Holdings
Arizona
$5.59M -$52.4K -1,352 -1%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$5.56M +$4.3M +110,880 +486%
GCM
89
Granby Capital Management
Florida
$5.4M
CM
90
Castleark Management
Illinois
$5.39M
EWM
91
Evercore Wealth Management
New York
$4.69M
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$4.25M -$156K -4,016 -4%
WC
93
Wexford Capital
Florida
$4.15M
JF
94
Jump Financial
Illinois
$4.01M +$2.25M +58,100 +151%
PIWA
95
Prevail Innovative Wealth Advisors
Kansas
$4.01M +$81.3K +2,096 +2%
BRWA
96
B. Riley Wealth Advisors
Florida
$3.96M -$22.1K -570 -0.5%
First Trust Advisors
97
First Trust Advisors
Illinois
$3.84M -$127K -3,285 -3%
BlackRock
98
BlackRock
New York
$3.82M -$28.8K -743 -0.8%
CAN
99
Cetera Advisor Networks
California
$3.79M +$78.2K +2,018 +2%
EM
100
ELCO Management
New York
$3.76M -$178K -4,598 -5%