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Name Holding Trade Value Shares
Change
Change in
Stake
EH
701
Equitable Holdings
New York
$2.73M -$235K -2,942 -7%
KFS
702
Kurt F. Somerville
$2.73M -$2.54M -31,716 -45%
WF
703
WoodTrust Financial
Wisconsin
$2.73M -$328K -4,092 -10%
IFWM
704
Institute for Wealth Management
Colorado
$2.72M -$145K -1,812 -5%
TW
705
TrinityPoint Wealth
Connecticut
$2.71M +$260K +3,247 +9%
AC
706
Addison Capital
Pennsylvania
$2.71M -$26.7K -333 -0.9%
FCT
707
Family Capital Trust
Massachusetts
$2.69M – – –
JCM
708
Jag Capital Management
Missouri
$2.67M -$538K -6,724 -15%
BPCE
709
Bank Pictet & Cie (Europe)
Germany
$2.64M +$91.2K +1,139 +3%
ASGS
710
Alpha Square Group S
New York
$2.64M – – –
TAM
711
Townsend Asset Management
North Carolina
$2.63M +$2.23M +27,805 +303%
CLOS
712
Compagnie Lombard Odier SCmA
Switzerland
$2.63M +$188K +2,355 +7%
BCB
713
Brian C. Broderick
$2.63M -$1.4M -17,435 -32%
VanEck Associates
714
VanEck Associates
New York
$2.62M -$9.41M -117,587 -76%
BF
715
BOK Financial
Oklahoma
$2.59M -$958K -11,974 -25%
STB
716
S&T Bank
Pennsylvania
$2.57M -$807K -10,077 -22%
VIG
717
Vienna Insurance Group
Poland
$2.56M – – –
IIA
718
IPG Investment Advisors
California
$2.56M +$1.22M +15,187 +73%
NMIMC
719
Northwestern Mutual Investment Management Company
Wisconsin
$2.54M -$578K -7,223 -17%
WHG
720
Westwood Holdings Group
Texas
$2.54M +$83.6K +1,045 +3%
SCM
721
Shelton Capital Management
Colorado
$2.51M -$13.1M -163,390 -82%
AGAM
722
Avalon Global Asset Management
California
$2.49M -$800K -10,000 -22%
RA
723
Riverstone Advisors
Texas
$2.49M -$502K -6,273 -15%
GJIC
724
Gamble Jones Investment Counsel
California
$2.46M -$120K -1,494 -4%
IA
725
Insight Advisors
Pennsylvania
$2.46M -$70.7K -883 -3%