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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
551
Harbor Investment Advisory
Maryland
$176K
LSA
552
Leonteq Securities AG
Switzerland
$175K -$1.27M -2,842 -89%
HPC
553
HM Payson & Co
Maine
$169K +$10.2K +23 +7%
FDCDDQ
554
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K -$108K -242 -42%
LWM
555
Liberty Wealth Management
California
$151K +$135K +302 +15,100%
TFO
556
Tarbox Family Office
California
$143K
HI
557
Harbour Investments
Wisconsin
$132K +$27.6K +62 +30%
NICM
558
Neo Ivy Capital Management
New York
$127K +$183K +410 New
MSFP
559
Mark Sheptoff Financial Planning
Connecticut
$124K
ED
560
Exane Derivatives
France
$124K
WR
561
WD Rutherford
Oregon
$121K
ME
562
McIlrath & Eck
Washington
$114K
HA
563
Homestead Advisers
Virginia
$107K +$30.7K +69 +47%
AssetMark Inc
564
AssetMark Inc
California
$106K +$891 +2 +0.9%
SWM
565
Selective Wealth Management
Virginia
$104K
CFA
566
Carroll Financial Associates
North Carolina
$101K
BCA
567
Berman Capital Advisors
Georgia
$101K +$51.2K +115 +128%
CB
568
Community Bank
New York
$99K
GRP
569
Global Retirement Partners
California
$99K
CAM
570
CenterStar Asset Management
Illinois
$95K
HFM
571
Harvest Fund Management
China
$95K +$85.6K +192 New
CAL
572
Capital Analysts LLC
Pennsylvania
$93K
ETC
573
Exchange Traded Concepts
Oklahoma
$92K +$82.9K +186 New
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$90K +$71.3K +160 +727%
CI
575
CX Institutional
Indiana
$89K +$4.9K +11 +7%