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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
926
Covenant Asset Management
New Jersey
$29.3M +$66.7K +920 +0.3%
SW
927
SlateStone Wealth
Florida
$29.2M +$5.2M +71,810 +29%
PAM
928
Pinpoint Asset Management
Hong Kong
$29.1M +$23.2M +319,660 +14,596%
SWA
929
Stratos Wealth Advisors
Ohio
$29.1M +$591K +8,150 +3%
GIA
930
Gladstone Institutional Advisory
Florida
$29M -$2.78M -38,370 -11%
WB
931
Webster Bank
Connecticut
$28.9M -$467K -6,440 -2%
APC
932
Alta Park Capital
California
$28.8M -$44.5M -613,800 -66%
CL
933
CIM LLC
New York
$28.7M -$12.1M -166,330 -34%
JIR
934
James Investment Research
Ohio
$28.6M -$1.88M -25,890 -8%
GSC
935
Grey Street Capital
Illinois
$28.5M +$22.1M +304,860 +2,754%
OMC
936
Overbrook Management Corp
New York
$28.5M -$2.56M -35,290 -10%
LSAG
937
Lake Street Advisors Group
New Hampshire
$28.4M +$1.68M +23,160 +8%
Kovitz Investment Group Partners
938
Kovitz Investment Group Partners
Illinois
$28.3M +$12.8M +177,000 +130%
SW
939
SVB Wealth
Massachusetts
$28.2M -$3.71M -51,190 -14%
TFA
940
Teamwork Financial Advisors
Texas
$28.2M +$2.57M +35,510 +13%
Merit Financial Group
941
Merit Financial Group
Georgia
$28.1M +$12.6M +174,390 +122%
MA
942
Mutual Advisors
Nebraska
$28.1M -$2.23M -30,810 -9%
Global Retirement Partners
943
Global Retirement Partners
California
$28M +$814K +11,230 +4%
AFC
944
AFT Forsyth & Company
Florida
$27.8M -$1.94M -26,700 -8%
TGCMU
945
Titan Global Capital Management USA
New York
$27.7M -$162K -2,240 -0.7%
LCM
946
Lattice Capital Management
Washington
$27.7M – – –
Peapack-Gladstone Financial Corp
947
Peapack-Gladstone Financial Corp
New Jersey
$27.7M +$221K +3,050 +1%
TFIPS
948
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.6M -$6.02M -83,080 -21%
Westwood Holdings Group
949
Westwood Holdings Group
Texas
$27.5M -$20.8M -286,360 -48%
MICM
950
Matthews International Capital Management
California
$27.4M -$10.3M -141,870 -32%