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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
851
Edmond de Rothschild Holding
Switzerland
$2.15M +$753K +7,226 +57%
CAM
852
Cresset Asset Management
Illinois
$2.15M +$308K +2,956 +17%
SCM
853
Salem Capital Management
Massachusetts
$2.15M -$83.4K -800 -4%
BFC
854
Blue Fin Capital
Rhode Island
$2.14M +$94.5K +907 +5%
PFT
855
Providence First Trust
Arizona
$2.13M -$27.1K -260 -1%
QCM
856
Quadrant Capital Management
New Jersey
$2.12M +$10.9K +105 +0.5%
MCM
857
MAI Capital Management
Ohio
$2.12M +$608K +5,839 +42%
AIM
858
Aspen Investment Management
Michigan
$2.12M -$48.7K -467 -2%
YWP
859
YorkBridge Wealth Partners
New York
$2.11M +$22.6K +217 +1%
IRF
860
IBM Retirement Fund
New York
$2.11M -$77.3K -742 -4%
FAAS
861
First Allied Advisory Services
California
$2.1M -$71.2K -683 -3%
RA
862
Rational Advisors
New York
$2.09M +$871K +8,356 +76%
S
863
SimplyRich
California
$2.09M
JWM
864
Jackson Wealth Management
Florida
$2.08M +$98.9K +949 +6%
SW
865
SlateStone Wealth
Florida
$2.07M -$940K -9,016 -32%
Mackenzie Financial
866
Mackenzie Financial
Ontario, Canada
$2.07M +$734K +7,045 +58%
PHS
867
PFM Health Sciences
California
$2.06M +$400K +3,840 +25%
CFG
868
Capstone Financial Group
Oklahoma
$2.06M +$1.99M +19,056 New
Fiera Capital (Canada)
869
Fiera Capital (Canada)
Quebec, Canada
$2.06M -$5K -48 -0.3%
SCM
870
SOL Capital Management
Maryland
$2.06M +$2.4K +23 +0.1%
GWCM
871
Godshalk Welsh Capital Management
Pennsylvania
$2.04M -$39.1K -375 -2%
PCM
872
Poehling Capital Management
Wisconsin
$2.04M +$31.8K +305 +2%
OA
873
Oxbow Advisors
Texas
$2.02M +$1.95M +18,704 New
MYLI
874
Meiji Yasuda Life Insurance
Japan
$2.01M -$128K -1,227 -6%
IWS
875
Insight Wealth Strategies
California
$2.01M +$95.9K +920 +5%