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Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
601
Global Trust Asset Management
Florida
$120K +$47.2K +1,200 +80%
MCM
602
Manchester Capital Management
Vermont
$115K
BWL
603
Bogart Wealth LLC
Virginia
$115K +$629 +16 +0.6%
WT
604
Whittier Trust
California
$113K -$747 -19 -0.7%
1IA
605
1620 Investment Advisors
Massachusetts
$112K +$43.3K +1,102 +77%
OCM
606
Orion Capital Management
California
$111K -$39.3K -1,000 -29%
EWA
607
EverSource Wealth Advisors
Alabama
$109K +$2.4K +61 +3%
CA
608
CoreCap Advisors
Michigan
$102K +$32.4K +825 +56%
MCM
609
MAI Capital Management
Ohio
$100K +$14.3K +363 +19%
QL
610
Quarry LP
New York
$97.4K +$21.4K +545 +33%
O
611
Ossiam
France
$96.9K -$9.83M -250,000 -99%
RF
612
Roxbury Financial
New Jersey
$92.3K +$1.38K +35 +2%
GRP
613
Global Retirement Partners
California
$91.8K +$81.5K +2,073 New
WSFS
614
Wilmington Savings Fund Society
Delaware
$91.7K -$43.3K -1,103 -35%
YAL
615
Your Advocates Ltd
Texas
$88.6K
FHA
616
First Horizon Advisors
Tennessee
$87.1K +$38.7K +984 +100%
HI
617
Harbour Investments
Wisconsin
$80.9K +$21.6K +550 +43%
HNB
618
Huntington National Bank
Ohio
$80.9K -$590 -15 -0.8%
CI Investments Inc
619
CI Investments Inc
Ontario, Canada
$80K +$11.3K +288 +19%
SAM
620
Shell Asset Management
Netherlands
$67K +$59.3K +1,509 New
PWM
621
Proathlete Wealth Management
Florida
$66.4K
AF
622
Allworth Financial
California
$62.1K +$23.7K +604 +76%
SS
623
SBI Securities
Japan
$52.2K -$3.1K -79 -6%
PSB
624
Piscataqua Savings Bank
New Hampshire
$48.7K
TFA
625
Toth Financial Advisory
Virginia
$46.1K +$1.57K +40 +4%