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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
826
Greenwich Wealth Management
Connecticut
$3.25M -$44.6K -335 -1%
MVA
827
Mount Vernon Associates
Maryland
$3.25M -$73.9K -555 -2%
NG
828
Northstar Group
New York
$3.25M +$273K +2,053 +8%
ROC
829
Robertson Opportunity Capital
Texas
$3.24M – – –
PFO
830
Pathstone Family Office
New Jersey
$3.24M +$758K +5,699 +27%
MMG
831
Monetary Management Group
Missouri
$3.23M +$190K +1,425 +5%
FF
832
FourThought Financial
Florida
$3.23M +$1.8M +13,515 +95%
UB
833
UMB Bank
Missouri
$3.22M -$514K -3,862 -12%
AF
834
Arrow Financial
New York
$3.19M -$855K -6,423 -19%
AMI
835
Amica Mutual Insurance
Rhode Island
$3.19M – – –
BA
836
Bristlecone Advisors
Washington
$3.18M -$125K -936 -3%
MGWM
837
Marks Group Wealth Management
Minnesota
$3.17M +$623K +4,678 +21%
PWM
838
Pinnacle Wealth Management
California
$3.17M +$1.33M +9,979 +57%
OSAM
839
O'Shaughnessy Asset Management
Connecticut
$3.16M +$1.3M +9,762 +56%
MM
840
Meridian Management
Arkansas
$3.16M +$2.07M +15,591 +133%
MYIA
841
Mount Yale Investment Advisors
Colorado
$3.15M +$1.41M +10,579 +64%
FF
842
Fluent Financial
Texas
$3.13M +$3.62M +27,175 New
MCM
843
MAI Capital Management
Ohio
$3.13M -$14.1M -106,060 -80%
SG
844
StoneX Group
New York
$3.13M +$2.65M +19,876 +277%
CSS
845
Cubist Systematic Strategies
Connecticut
$3.12M -$2.54M -19,088 -41%
RC
846
Roundview Capital
New Jersey
$3.12M -$553K -4,154 -13%
FAT
847
First American Trust
California
$3.12M -$53.1K -399 -1%
Dodge & Cox
848
Dodge & Cox
California
$3.12M -$266K -2,000 -7%
EGM
849
Engineers Gate Manager
New York
$3.12M +$3.18M +23,905 +785%
TVWM
850
Tower View Wealth Management
Wisconsin
$3.11M +$1.08M +8,081 +43%