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Pricesmart

Name Holding Trade Value Shares
Change
Change in
Stake
FF
176
FourThought Financial
Florida
$24K
Lazard Asset Management
177
Lazard Asset Management
New York
$23K
SWM
178
Spire Wealth Management
Virginia
$20K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$20K +$2.14K +29 +13%
ACM
180
Aquatic Capital Management
Illinois
$16K -$51.6K -700 -78%
Barrow, Hanley, Mewhinney & Strauss
181
Barrow, Hanley, Mewhinney & Strauss
Texas
$13K -$128K -1,735 -91%
APA
182
American Portfolios Advisors
New York
$11.4K
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$11K
LC
184
Lindbrook Capital
California
$11K +$2.65K +36 +33%
VCM
185
Versant Capital Management
Arizona
$10K +$2.73K +37 +44%
AW
186
Alaethes Wealth
Nevada
$8K +$7.37K +100 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$7K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$5K -$1.48K -20 -25%
QC
189
Quent Capital
New York
$5K
TWA
190
TCI Wealth Advisors
Arizona
$5K
EWA
191
EverSource Wealth Advisors
Alabama
$5K +$4.35K +59 New
CIM
192
Contravisory Investment Management
Massachusetts
$5K +$4.79K +65 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$4K -$1.25K -17 -25%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$3K -$442 -6 -15%
FAG
195
Fortitude Advisory Group
Washington
$3K
WOC
196
West Oak Capital
California
$3K
IA
197
IFP Advisors
Florida
$3K +$74 +1 +3%
HCP
198
Hexagon Capital Partners
Arkansas
$2K
SWM
199
Sugarloaf Wealth Management
Georgia
$2K
TFO
200
Tarbox Family Office
California
$2K