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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
401
Jacobi Capital Management
Pennsylvania
$36K
DFCM
402
Dark Forest Capital Management
Puerto Rico
$34K +$32K +495 New
FQ
403
First Quadrant
California
$32K +$30.3K +468 New
BAM
404
Bellevue Asset Management
Washington
$31K
HFM
405
Hartford Financial Management
Connecticut
$28K
MAWCM
406
Mine & Arao Wealth Creation & Management
California
$28K
GEA
407
Glen Eagle Advisors
New Jersey
$27.5K
JWA
408
JFS Wealth Advisors
Pennsylvania
$27K -$5.24K -81 -17%
TFO
409
Tarbox Family Office
California
$27K
FF
410
FourThought Financial
Florida
$26K
CI
411
CX Institutional
Indiana
$26K +$4.4K +68 +21%
PCG
412
Private Capital Group
Connecticut
$25K +$2.33K +36 +11%
FMP
413
Financial Management Professionals
Texas
$24K
TIM
414
Tortoise Investment Management
New York
$24K
SSB
415
Sandy Spring Bank
Maryland
$23K
ZB
416
Zions Bancorporation
Utah
$23K
Jones Financial Companies
417
Jones Financial Companies
Missouri
$23K +$6.85K +106 +46%
SFSIG
418
San Francisco Sentry Investment Group
California
$22K
CFO
419
CVA Family Office
Colorado
$21K +$1.62K +25 +9%
COCM
420
Charter Oak Capital Management
New Hampshire
$20K
GAM
421
Gemmer Asset Management
California
$19K
TWA
422
TCI Wealth Advisors
Arizona
$17K
AWM
423
AllSquare Wealth Management
New York
$17K +$1.94K +30 +14%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$15K +$4.65K +72 +51%
SWA
425
SOA Wealth Advisors
New York
$13K +$194 +3 +2%