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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
901
Sowell Financial Services
Arkansas
$3.6M +$246K +1,268 +6%
HGP
902
Haven Global Partners
Georgia
$3.6M -$295K -1,517 -7%
RA
903
RiverPark Advisors
New York
$3.56M +$289K +1,487 +7%
TPCW
904
TD Private Client Wealth
New York
$3.5M +$4.1M +21,094 New
SCM
905
Shelton Capital Management
Colorado
$3.49M +$1.53M +7,864 +60%
CIC
906
Carnegie Investment Counsel
Ohio
$3.49M +$1.71M +8,790 +59%
CAM
907
Cypress Asset Management
Texas
$3.46M -$46.8K -241 -1%
VWM
908
Venturi Wealth Management
Texas
$3.46M -$182K -935 -4%
HI
909
Horizon Investments
North Carolina
$3.45M -$728K -3,744 -15%
SIA
910
Sit Investment Associates
Minnesota
$3.45M +$115K +593 +3%
FTB
911
First Trust Bank
Bahamas
$3.45M +$4.04M +20,800 New
MW
912
Maia Wealth
Colorado
$3.44M +$199K +1,025 +5%
IA
913
IFP Advisors
Florida
$3.43M +$308K +1,583 +8%
GWM
914
Geneos Wealth Management
Colorado
$3.42M +$1.32M +6,767 +49%
JIM
915
Jensen Investment Management
Oregon
$3.41M – – –
AEPWM
916
Atlantic Edge Private Wealth Management
Florida
$3.39M +$117K +601 +3%
CCM
917
Cox Capital Management
Massachusetts
$3.39M -$49.8K -256 -1%
SWM
918
Spire Wealth Management
Virginia
$3.38M +$173K +892 +5%
TW
919
Transform Wealth
Colorado
$3.37M +$35.4K +182 +0.9%
SWM
920
SeaCrest Wealth Management
New York
$3.37M -$183K -940 -4%
SP
921
Saranac Partners
$3.37M -$966K -4,973 -20%
MAM
922
Madison Asset Management
Wisconsin
$3.36M -$192K -986 -5%
DILIC
923
Dai-ichi Life Insurance Company
Japan
$3.36M -$1.77M -9,100 -31%
Skandinaviska Enskilda Banken (SEB)
924
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.35M -$570K -2,931 -13%
AWM
925
Axxcess Wealth Management
California
$3.35M +$1.99M +10,257 +103%