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Name Holding Trade Value Shares
Change
Change in
Stake
LSWM
526
Lorne Steinberg Wealth Management
Canada
$4.14M -$84.2K -890 -2%
CHAM
527
Clear Harbor Asset Management
Connecticut
$4.08M -$5.86M -61,960 -57%
TVWM
528
Tower View Wealth Management
Wisconsin
$4.07M -$31.8K -336 -0.7%
BFM
529
Boothbay Fund Management
New York
$4.07M +$883K +9,337 +25%
NW
530
Naviter Wealth
Arkansas
$4.04M +$218K +2,305 +5%
GRP
531
Global Retirement Partners
California
$4.03M +$154K +1,631 +4%
PAG
532
Private Advisory Group
Washington
$4.02M +$2.71M +28,705 +164%
LT
533
Legacy Trust
Michigan
$3.99M +$64.8K +685 +2%
SP
534
Saranac Partners
$3.94M +$1.13M +11,998 +36%
ERIC
535
Eagle Rock Investment Company
Georgia
$3.93M -$126K -1,331 -3%
OWP
536
Old Well Partners
North Carolina
$3.82M +$4.16M +44,000 New
CP
537
Cumberland Partners
Ontario, Canada
$3.82M +$463K +4,900 +13%
FTUS
538
Flow Traders U.S.
New York
$3.74M +$4.07M +42,995 New
PAG
539
Private Advisor Group
New Jersey
$3.73M +$226K +2,388 +6%
MFS
540
Mirabella Financial Services
United Kingdom
$3.72M +$822K +8,694 +26%
FFP
541
FourThought Financial Partners
Florida
$3.71M -$20.3K -215 -0.5%
WWA
542
WCG Wealth Advisors
Nevada
$3.66M +$381K +4,034 +11%
AAM
543
Advisors Asset Management
Colorado
$3.62M +$163K +1,724 +4%
TAM
544
Tocqueville Asset Management
New York
$3.6M +$3.11M +32,882 +383%
SCP
545
Stamos Capital Partners
California
$3.54M +$1.64M +17,340 +74%
SFA
546
Sequoia Financial Advisors
Ohio
$3.48M +$123K +1,299 +3%
SGI
547
Summit Global Investments
Utah
$3.48M -$402K -4,253 -10%
PAMI
548
Perseverance Asset Management International
Cayman Islands
$3.48M +$3.78M +40,000 New
CG
549
Cutler Group
California
$3.47M +$2.74M +28,983 +263%
ADBIC
550
A.D. Beadell Investment Counsel
Wisconsin
$3.46M +$155K +1,635 +4%