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Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
1001
Towarzystwo Funduszy Inwestycyjnych PZU SA
$95.6K +$19.9K +300 +26%
ITFISA
1002
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$95.2K -$50.3K -758 -34%
MME
1003
Meag Munich Ergo
Germany
$93.2K +$93.6K +1,411 New
SFFS
1004
Stonehage Fleming Financial Services
Jersey
$93.1K -$222K -3,340 -70%
TIM
1005
Tortoise Investment Management
New York
$92.6K
AW
1006
Avion Wealth
Texas
$92K +$4.64K +70 +5%
PIS
1007
POM Investment Strategies
North Carolina
$91.1K
SFC
1008
Strategic Financial Concepts
Texas
$90.8K +$11.2M +169,496 +3,475%
PCMC
1009
Planning Capital Management Corporation
Pennsylvania
$90K +$34.6K +522 +62%
PPWM
1010
PFG Private Wealth Management
Florida
$88.3K +$88.2K +1,330 +19,000%
BONH
1011
Bank of New Hampshire
New Hampshire
$85.9K
RAM
1012
Ramirez Asset Management
New York
$85.9K +$13.3K +200 +18%
TFA
1013
Toth Financial Advisory
Virginia
$85.2K +$3.98K +60 +5%
OWA
1014
Opal Wealth Advisors
New York
$83.8K +$84.2K +1,269 New
HWA
1015
HHM Wealth Advisors
Tennessee
$83.3K
PMFA
1016
Plante Moran Financial Advisors
Michigan
$83K -$43K -648 -34%
RA
1017
Ransom Advisory
Rhode Island
$82.6K +$82.9K +1,250 New
PFPT
1018
Pinnacle Financial Partners (Tennessee)
Tennessee
$81K -$176K -2,646 -72%
CFO
1019
CVA Family Office
Colorado
$80K +$7.16K +108 +10%
LI
1020
LRI Investments
Florida
$79.3K -$3.01M -45,405 -97%
VNA
1021
Valley National Advisers
Pennsylvania
$76K -$21.7K -327 -22%
SWM
1022
Sugarloaf Wealth Management
Georgia
$74K
OSNBOA
1023
Old Second National Bank of Aurora
Illinois
$73.3K
TRCT
1024
Tower Research Capital (TRC)
New York
$73.2K -$2.3M -34,631 -97%
HIIFS
1025
Harel Insurance Investments & Financial Services
Israel
$71K -$21.8K -328 -23%