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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
801
J.W. Cole Advisors
Florida
$8.81M +$1.58M +6,468 +26%
VFA
802
Valeo Financial Advisors
Indiana
$8.72M +$161K +660 +2%
BWP
803
Balboa Wealth Partners
Arizona
$8.69M +$153K +627 +2%
IWA
804
IBEX Wealth Advisors
New Jersey
$8.61M +$372K +1,520 +5%
TCOK
805
Trust Company of Kansas
Kansas
$8.61M -$65.5K -268 -0.9%
LI
806
Louisbourg Investments
New Brunswick, Canada
$8.6M -$2.2M -9,000 -20%
SAMU
807
Stenham Asset Management UK
$8.59M +$7.52M +30,750 New
SLG
808
Stanley-Laman Group
Pennsylvania
$8.58M +$6.85M +27,992 +1,028%
UAM
809
UAS Asset Management
New York
$8.58M +$7.51M +30,714 New
MAM
810
Maytree Asset Management
Hong Kong
$8.58M +$5.68M +23,213 +310%
SAM
811
Shikiar Asset Management
New York
$8.56M -$919K -3,758 -11%
HH
812
HWG Holdings
Texas
$8.51M +$4.09M +16,717 +122%
Skandinaviska Enskilda Banken (SEB)
813
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.42M -$914K -3,737 -11%
WFI
814
West Family Investments
California
$8.4M +$194K +793 +3%
VSAM
815
Value Star Asset Management
Hong Kong
$8.38M +$3.67M +15,000 +100%
GAM
816
GuardCap Asset Management
United Kingdom
$8.33M -$819K -3,350 -10%
MAM
817
Mirabaud Asset Management
United Kingdom
$8.28M +$2.3M +9,389 +45%
GVAG
818
Great Valley Advisor Group
Delaware
$8.27M -$1.87M -7,658 -21%
MCM
819
Mitchell Capital Management
Kansas
$8.25M +$49.6K +203 +0.7%
CCG
820
Cypress Capital Group
Florida
$8.25M +$231K +944 +3%
LSWM
821
Lorne Steinberg Wealth Management
Canada
$8.25M +$112K +460 +2%
GC
822
Guggenheim Capital
Illinois
$8.2M -$1.53M -6,240 -18%
EH
823
Equitable Holdings
New York
$8.2M -$12.2K -50 -0.2%
GWMR
824
GC Wealth Management RIA
Massachusetts
$8.13M +$1.61M +6,601 +29%
LJAC
825
L.J. Altfest & Co
New York
$8.1M +$883K +3,611 +14%