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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
726
Matthew Hamilton Rosenberg
$142K +$162K +2,954 New
KPW
727
Kore Private Wealth
New York
$136K +$29.5K +539 +23%
SPIA
728
Steward Partners Investment Advisory
New York
$134K -$40.4K -739 -21%
Credit Agricole
729
Credit Agricole
France
$133K +$152K +2,771 +92,367%
CT
730
Caldwell Trust
Florida
$122K – – –
FA
731
Fortis Advisors
Pennsylvania
$119K – – –
GKIM
732
GW&K Investment Management
Massachusetts
$113K +$9.3K +170 +8%
AWM
733
AllSquare Wealth Management
New York
$113K +$118K +2,160 +1,080%
PMFA
734
Plante Moran Financial Advisors
Michigan
$110K +$4.54K +83 +4%
WT
735
Washington Trust
Rhode Island
$110K +$126K +2,302 New
GWM
736
Geneos Wealth Management
Colorado
$100K +$41K +749 +54%
CG
737
Cutler Group
California
$97K -$1.53M -27,945 -93%
GFPC
738
Global Financial Private Capital
Florida
$97K -$13.6K -249 -11%
HIIFS
739
Harel Insurance Investments & Financial Services
Israel
$96K +$109K +2,000 New
MMG
740
Monetary Management Group
Missouri
$91K +$104K +1,900 New
FHA
741
First Horizon Advisors
Tennessee
$81K -$13K -237 -12%
SIMG
742
Stephens Investment Management Group
Texas
$81K – – –
First Manhattan
743
First Manhattan
New York
$79K -$2.52M -46,108 -96%
NFG
744
Next Financial Group
Texas
$79K -$40.9K -747 -31%
LWA
745
Lenox Wealth Advisors
New York
$75K +$7.49K +137 +10%
PB
746
Pinnacle Bancorp
Nebraska
$74K – – –
PFGIA
747
Patriot Financial Group Insurance Agency
Massachusetts
$74K +$60.5K +1,106 +247%
EW
748
Evoke Wealth
California
$73K -$101K -1,847 -55%
BCWM
749
Bartlett & Co Wealth Management
Ohio
$72.4K -$30.1K -550 -27%
BC
750
Bartlett & Co
Ohio
$72K +$82.1K +1,501 New