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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
601
Lumature Wealth Partners
Georgia
$314K +$94.9K +1,782 +46%
Fisher Asset Management
602
Fisher Asset Management
Washington
$312K +$298K +5,599 New
SW
603
SteelPeak Wealth
California
$311K -$41.1K -772 -12%
WP
604
WealthSource Partners
California
$310K +$66.7K +1,253 +29%
PAMP
605
Polar Asset Management Partners
Ontario, Canada
$308K +$295K +5,542 New
FNT
606
First National Trust
Pennsylvania
$307K -$10.1K -189 -3%
FAIM
607
Financial Advocates Investment Management
Washington
$305K -$346K -6,502 -55%
MCM
608
Marathon Capital Management
Maryland
$304K – – –
PMG
609
ProVise Management Group
Florida
$304K +$36.5K +686 +14%
SRC
610
Stone Run Capital
New York
$303K – – –
CPC
611
Congress Park Capital
New York
$300K -$133K -2,500 -32%
PGH
612
Partners Group Holding
Switzerland
$297K – – –
FCH
613
Freestone Capital Holdings
Washington
$291K +$24.1K +453 +9%
NL
614
NWAM LLC
Washington
$291K +$279K +5,238 New
DTIM
615
Danda Trouve Investment Management
Kansas
$289K +$2.61K +49 +1%
SGCA
616
Steel Grove Capital Advisors
Tennessee
$288K – – –
ICG
617
InterOcean Capital Group
Tennessee
$287K +$5.91K +111 +2%
CG
618
Caprock Group
Idaho
$287K +$275K +5,161 New
APP
619
Alpha Paradigm Partners
Illinois
$286K +$274K +5,141 New
CT
620
Clearstead Trust
Maine
$283K +$147K +2,762 +119%
P
621
Pitcairn
Pennsylvania
$281K -$1.81K -34 -0.7%
LNC
622
Lincoln National Corp
Pennsylvania
$278K -$204K -3,824 -43%
PCA
623
Personal Capital Advisors
California
$275K -$359K -6,741 -58%
TCOK
624
Trust Company of Kansas
Kansas
$275K – – –
Luther King Capital Management (LKCM)
625
Luther King Capital Management (LKCM)
Texas
$275K +$263K +4,943 New