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Name Holding Trade Value Shares
Change
Change in
Stake
CMF
876
Counterpoint Mutual Funds
California
$111K +$123K +2,032 New
NECFA
877
New England Capital Financial Advisors
Connecticut
$110K
GG
878
Gleason Group
Kentucky
$109K
BCV
879
Banque Cantonale Vaudoise
Switzerland
$109K
HFM
880
Harvest Fund Management
China
$106K -$148K -2,450 -56%
TFGT
881
TS Financial Group (TSFG)
Illinois
$106K
GWS
882
Glassman Wealth Services
Virginia
$105K +$62.7K +1,034 +115%
LWCFA
883
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K
NS
884
NBC Securities
Alabama
$104K +$116K +1,914 New
MME
885
Meag Munich Ergo
Germany
$104K
TWM
886
Tradition Wealth Management
Minnesota
$102K -$31K -512 -22%
MA
887
MCF Advisors
Kentucky
$100K
TIM
888
Tortoise Investment Management
New York
$98.3K
AWM
889
Abound Wealth Management
Tennessee
$98.2K
PP
890
Pacifica Partners
Canada
$91.7K -$5.45K -90 -5%
PWA
891
Provenance Wealth Advisors
Florida
$90K +$100K +1,650 New
RA
892
Rise Advisors
New York
$88.1K -$10.3K -170 -10%
EDRH
893
Edmond de Rothschild Holding
Switzerland
$88K -$2.18K -36 -2%
Bank Julius Baer & Co
894
Bank Julius Baer & Co
Switzerland
$87K
SIMG
895
Stephens Investment Management Group
Texas
$86.7K
HL
896
HeadInvest LLC
Maine
$85.3K +$95.7K +1,580 New
BC
897
Bartlett & Co
Ohio
$82K
BCWM
898
Bartlett & Co Wealth Management
Ohio
$81.9K
TRCT
899
Tower Research Capital (TRC)
New York
$79.8K -$758K -12,510 -90%
TFA
900
Toth Financial Advisory
Virginia
$75.2K -$250K -4,123 -75%