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Name Holding Trade Value Shares
Change
Change in
Stake
TW
651
Transform Wealth
Colorado
$5.86M +$2.79M +22,735 +91%
JFG
652
Jefferies Financial Group
New York
$5.84M +$3.52M +28,653 +151%
DCM
653
Donaldson Capital Management
Indiana
$5.82M +$168K +1,368 +3%
MGP
654
Metis Global Partners
California
$5.81M +$1.58M +12,869 +37%
KCPG
655
Kavar Capital Partners Group
Kansas
$5.73M -$97.1K -790 -2%
PWAG
656
Polaris Wealth Advisory Group
California
$5.73M -$1.27M -10,363 -18%
CI
657
Conning Inc
Connecticut
$5.68M -$642K -5,223 -10%
GAM
658
Gotham Asset Management
New York
$5.65M -$252K -2,051 -4%
AF
659
Ally Financial
Michigan
$5.64M
RCM
660
Ravenstone Capital Management
$5.61M -$1.27M -10,310 -18%
JWM
661
Jupiter Wealth Management
Colorado
$5.6M -$810K -6,591 -13%
ASN
662
Advisory Services Network
Georgia
$5.59M +$230K +1,871 +4%
LG
663
LaFleur & Godfrey
Michigan
$5.58M -$102K -831 -2%
SCA
664
Snowden Capital Advisors
New York
$5.58M +$215K +1,746 +4%
OPCM
665
Osborne Partners Capital Management
California
$5.52M
DKCM
666
Davidson Kempner Capital Management
New York
$5.52M +$5.53M +45,000 New
DKP
667
Davidson Kempner Partners
New York
$5.52M +$5.53M +45,000 New
AT
668
American Trust
Kentucky
$5.49M -$165K -1,343 -3%
MWM
669
Marietta Wealth Management
Georgia
$5.47M -$1.39M -11,276 -20%
NC
670
NBW Capital
Massachusetts
$5.46M +$722K +5,876 +15%
RSS
671
Rosenblum Silverman Sutton
California
$5.46M -$1.03M -8,377 -16%
CQS
672
Credential Qtrade Securities
$5.44M -$1.42M -11,554 -21%
KRSITF
673
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.44M -$118K -961 -2%
Hudson Bay Capital Management
674
Hudson Bay Capital Management
Connecticut
$5.43M +$5.45M +44,307 New
BWL
675
Bogart Wealth LLC
Virginia
$5.42M +$104K +844 +2%