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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1001
Catalyst Capital Advisors
New York
$124K +$29.8K +215 +32%
AWM
1002
Avior Wealth Management
Nebraska
$123K
Acadian Asset Management
1003
Acadian Asset Management
Massachusetts
$122K +$96.6K +697 +377%
GM
1004
GeoWealth Management
Illinois
$122K +$103K +747 +584%
LS
1005
Livforsakringsbolaget Skandia
Sweden
$117K
RTC
1006
Riverview Trust Company
Washington
$115K -$2.91K -21 -2%
CP
1007
Castleview Partners
Texas
$111K +$2.63K +19 +2%
CFD
1008
Creative Financial Designs
Indiana
$108K
ZB
1009
Zions Bancorporation
Utah
$107K -$554 -4 -0.5%
GIA
1010
GHP Investment Advisors
Colorado
$107K
MCM
1011
Manchester Capital Management
Vermont
$100K
GFPC
1012
Global Financial Private Client
Florida
$100K
AWM
1013
Atticus Wealth Management
Florida
$96.5K +$15K +108 +19%
HA
1014
Homestead Advisers
Virginia
$96.4K +$10.5K +76 +12%
QL
1015
Quarry LP
New York
$96.2K -$38.9K -281 -29%
KFS
1016
Kelly Financial Services
Massachusetts
$95K
AGWCA
1017
Annis Gardner Whiting Capital Advisors
Florida
$94.3K +$93.2K +673 New
SS
1018
Sunbelt Securities
Texas
$92K
CB
1019
Community Bank
New York
$88.5K
HI
1020
Harbour Investments
Wisconsin
$87.7K +$831 +6 +1%
CHA
1021
Carmichael Hill & Associates
Maryland
$84K
OP
1022
ORG Partners
Indiana
$83.3K +$70.1K +506 +569%
WBC
1023
West Branch Capital
Massachusetts
$82.3K
Jones Financial Companies
1024
Jones Financial Companies
Missouri
$80.2K
GWM
1025
Geneos Wealth Management
Colorado
$79.4K +$58.9K +425 +299%