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Name Holding Trade Value Shares
Change
Change in
Stake
PIG
501
Pantheon Investment Group
California
$271K +$260K +1,119 New
FP
502
Financial Perspectives
Minnesota
$270K +$465 +2 +0.2%
AFG
503
Albion Financial Group
Utah
$267K +$257K +1,104 New
KFP
504
KMG Fiduciary Partners
Ohio
$267K +$257K +1,106 New
BWM
505
Bulltick Wealth Management
Florida
$265K +$18.1K +78 +8%
HIA
506
Harbor Investment Advisory
Maryland
$264K -$34.9K -150 -12%
ACM
507
Alpha Capital Management
Texas
$262K +$252K +1,084 New
CWM
508
Concentrum Wealth Management
California
$256K – – –
EWA
509
Exencial Wealth Advisors
Oklahoma
$251K -$25.6K -110 -10%
BP
510
Ballentine Partners
Massachusetts
$243K -$5.58K -24 -2%
MLFP
511
MPS Loria Financial Planners
Illinois
$242K – – –
RHBC
512
R.H. Bluestein & Co
Michigan
$242K +$233K +1,000 New
Lazard Asset Management
513
Lazard Asset Management
New York
$241K -$467K -2,008 -67%
SOW
514
State of Wyoming
Wyoming
$235K +$179K +770 +385%
PP
515
Prudential plc
United Kingdom
$230K -$12.6K -54 -5%
TWM
516
Titus Wealth Management
California
$230K +$221K +952 New
RIA
517
Regal Investment Advisors
Michigan
$229K +$220K +945 New
CCA
518
Column Capital Advisors
Indiana
$228K -$9.07K -39 -4%
GCP
519
GSA Capital Partners
United Kingdom
$227K +$219K +940 New
RMC
520
Regis Management Company
California
$226K +$217K +934 New
TFGT
521
TS Financial Group (TSFG)
Illinois
$222K +$139K +599 +187%
IWM
522
IHT Wealth Management
Illinois
$220K +$211K +909 New
Schroder Investment Management Group
523
Schroder Investment Management Group
United Kingdom
$220K +$211K +909 New
BMSSC
524
B. Metzler seel. Sohn & Co
Germany
$218K +$210K +902 New
GAM
525
Griffin Asset Management
New York
$218K +$210K +903 New