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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
801
Compass Wealth Management
Connecticut
$6.6M -$139K -751 -3%
LSWM
802
Lorne Steinberg Wealth Management
Canada
$6.59M -$13.9K -75 -0.3%
HNB
803
Huntington National Bank
Ohio
$6.58M +$2.64M +14,264 +97%
HFS
804
Hantz Financial Services
Michigan
$6.55M +$283K +1,530 +6%
TIP
805
Torray Investment Partners
Maryland
$6.53M +$5.34M +28,812 New
AAM
806
Advisors Asset Management
Colorado
$6.52M +$49.5K +267 +0.9%
CCA
807
Catalyst Capital Advisors
New York
$6.5M -$111K -600 -2%
CCG
808
Cypress Capital Group
Florida
$6.48M +$235K +1,266 +5%
MAMU
809
Myriad Asset Management US
Florida
$6.46M +$5.28M +28,528 New
AT
810
American Trust
Kentucky
$6.43M -$767K -4,140 -13%
OIS
811
Okabena Investment Services
Minnesota
$6.43M -$18K -97 -0.3%
DWT
812
Dorsey & Whitney Trust
South Dakota
$6.42M +$2.01M +10,868 +62%
CM
813
Caption Management
Oklahoma
$6.33M -$3.06M -16,542 -37%
ANTB
814
AMG National Trust Bank
Colorado
$6.33M +$57.2K +309 +1%
GC
815
GMT Capital
Georgia
$6.32M
SC
816
Savoie Capital
Illinois
$6.31M -$574K -3,100 -10%
APGDR
817
Absoluto Partners Gestao de Recursos
Brazil
$6.3M +$899K +4,851 +21%
RFWA
818
RPg Family Wealth Advisory
Massachusetts
$6.29M -$3.19M -17,242 -38%
EWA
819
EP Wealth Advisors
California
$6.26M +$1.1M +5,917 +27%
OLA
820
Oliver Luxxe Assets
New Jersey
$6.24M +$23.3K +126 +0.5%
FWM
821
Forefront Wealth Management
Pennsylvania
$6.22M +$113K +609 +2%
TAI
822
Terra Alpha Investments
District of Columbia
$6.22M -$41.5K -224 -0.8%
SI
823
Shaker Investments
Ohio
$6.21M -$210K -1,131 -4%
ACM
824
Alpha Capital Management
Texas
$6.19M +$2.79M +15,041 +122%
LS
825
Leelyn Smith
Illinois
$6.19M +$66K +356 +1%