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Name Holding Trade Value Shares
Change
Change in
Stake
WI
701
WrapManager Inc
California
$641K -$65K -910 -9%
HIP
702
Harrell Investment Partners
Texas
$640K -$27.1K -379 -4%
PBT
703
Pictet Bank & Trust
Bahamas
$640K
KS
704
Karpas Strategies
Connecticut
$639K
WA
705
WESPAC Advisors
California
$636K -$232K -3,240 -27%
LFS
706
Leibman Financial Services
Nebraska
$635K -$1.63M -22,833 -72%
WIC
707
Woodmont Investment Counsel
Tennessee
$632K
STA
708
Summit Trail Advisors
New York
$629K +$342K +4,791 +122%
GCM
709
Gallacher Capital Management
Colorado
$628K +$17.4K +243 +3%
BG
710
Bollard Group
Massachusetts
$628K +$388K +5,425 +166%
TCA
711
Transcend Capital Advisors
New Jersey
$627K +$115K +1,614 +23%
DI
712
Diligent Investors
California
$623K
HI
713
Harbour Investments
Wisconsin
$622K +$47.1K +659 +8%
KA
714
Kovack Advisors
Florida
$622K -$8.43K -118 -1%
BWAM
715
Boyd Watterson Asset Management
Ohio
$622K
HCP
716
Hardin Capital Partners
South Carolina
$619K +$613K +8,582 New
RHDIC
717
R.H. Dinel Investment Counsel
California
$616K
BFO
718
Boston Family Office
Massachusetts
$614K
SXL
719
Summit X LLC
Missouri
$612K +$200K +2,801 +50%
HW
720
Hancock Whitney
Mississippi
$611K -$11.4K -160 -2%
IP
721
Ignite Planners
California
$608K +$1.43K +20 +0.2%
WJWM
722
Williams Jones Wealth Management
New York
$606K
Connor, Clark & Lunn Investment Management (CC&L)
723
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$605K +$53.9K +754 +10%
GC
724
Grimes & Company
Massachusetts
$604K +$19K +266 +3%
NSIM
725
North Star Investment Management
Illinois
$603K