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Name Holding Trade Value Shares
Change
Change in
Stake
ML
501
McAdam LLC
Pennsylvania
$211K +$198K +2,350 New
CCP
502
Corient Capital Partners
California
$211K +$199K +2,353 New
WPW
503
Waldron Private Wealth
Pennsylvania
$211K +$199K +2,357 New
PAS
504
Park Avenue Securities
New York
$210K +$198K +2,340 New
FRA
505
Frank Rimerman Advisors
California
$206K +$194K +2,300 New
SSG
506
Summit Securities Group
New York
$206K -$28.6K -339 -13%
SB
507
Sunflower Bank
Texas
$206K +$193K +2,291 New
FCI
508
Financial Counselors Inc
Kansas
$203K +$191K +2,267 New
DCM
509
Dupont Capital Management
Delaware
$201K -$183K -2,169 -49%
GWM
510
Geneos Wealth Management
Colorado
$196K – – –
GC
511
Globeflex Capital
California
$193K – – –
SIM
512
Sentry Investment Management
Wisconsin
$190K -$26.1K -309 -13%
FWM
513
Focused Wealth Management
New York
$186K -$1.94K -23 -1%
HNB
514
Huntington National Bank
Ohio
$181K -$4.98K -59 -3%
HFM
515
Harvest Fund Management
China
$164K +$73.2K +867 +90%
MS
516
Mizuho Securities
Japan
$143K +$92K +1,090 +218%
SOW
517
State of Wyoming
Wyoming
$139K +$39.3K +465 +43%
ICM
518
Islay Capital Management
Texas
$133K +$125K +1,477 New
MAM
519
Meeder Asset Management
Ohio
$127K +$2.79K +33 +2%
S
520
SignatureFD
Georgia
$127K +$19.7K +233 +20%
PA
521
Parallel Advisors
California
$121K +$8.19K +97 +8%
MIFH
522
Migdal Insurance & Financial Holdings
Israel
$118K +$111K +1,311 New
APA
523
American Portfolios Advisors
New York
$107K -$12.8K -152 -11%
IFAM
524
Institutional & Family Asset Management
Colorado
$107K +$169 +2 +0.2%
FA
525
Fortis Advisors
Pennsylvania
$105K – – –