Name Holding Trade Value Shares
Change
Change in
Stake
BA
1001
Ballast Advisors
Minnesota
$3M +$115K +596 +4%
JWM
1002
Jupiter Wealth Management
Colorado
$2.98M – – –
SL
1003
Siren LLC
Connecticut
$2.96M -$1.94M -10,000 -40%
Edgewood Management
1004
Edgewood Management
Connecticut
$2.96M – – –
TF
1005
Telligent Fund
Hong Kong
$2.96M +$2.9M +15,000 New
FAIM
1006
Financial Advocates Investment Management
Washington
$2.96M -$203K -1,050 -7%
CIC
1007
Carnegie Investment Counsel
Ohio
$2.96M +$108K +560 +4%
BPA
1008
Beacon Pointe Advisors
California
$2.94M -$390K -2,015 -12%
DA
1009
Denali Advisors
California
$2.92M +$96K +496 +3%
HNB
1010
Huntington National Bank
Ohio
$2.91M +$129K +665 +5%
HCP
1011
Hamilton Capital Partners
Georgia
$2.91M +$2.85M +14,720 New
WCA
1012
Westover Capital Advisors
Delaware
$2.91M +$859K +4,440 +43%
BC
1013
BIT Capital
Germany
$2.9M -$4.44M -22,922 -61%
GC
1014
Giverny Capital
Quebec, Canada
$2.89M +$17K +88 +0.6%
HAG
1015
HF Advisory Group
Maryland
$2.89M +$170K +880 +6%
VFA
1016
Voya Financial Advisors
Connecticut
$2.88M -$316K -1,634 -10%
IAS
1017
Insigneo Advisory Services
Florida
$2.86M +$94.1K +486 +3%
LIM
1018
Loudon Investment Management
New Hampshire
$2.84M -$11.6K -60 -0.4%
QWM
1019
Quadcap Wealth Management
Texas
$2.83M +$196K +1,014 +8%
GF
1020
Gabelli Funds
New York
$2.82M – – –
OBAM
1021
ODDO BHF Asset Management
France
$2.79M – – –
UWS
1022
Unique Wealth Strategies
Illinois
$2.78M -$66.4K -343 -2%
AC
1023
Arrow Capital
Australia
$2.76M +$2.71M +14,000 New
Bank of Nova Scotia
1024
Bank of Nova Scotia
Ontario, Canada
$2.75M -$1.04M -5,369 -28%
LWAM
1025
Legacy Wealth Asset Management
Minnesota
$2.75M -$118K -609 -4%