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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1876
Heartwood Wealth Management
United Kingdom
$40K
EDRAML
1877
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$39K
TCM
1878
TD Capital Management
Tennessee
$39K
TJHA
1879
Thomas J. Herzfeld Advisors
Florida
$39K +$36.3K +726 New
CK
1880
Carnick & Kubik
Colorado
$37K +$34.3K +685 New
PFO
1881
Pathstone Family Office
New Jersey
$36K +$34.1K +681 New
BCFS
1882
Butensky & Cohen Financial Security
Florida
$34K -$7.4K -148 -19%
AP
1883
Atwood & Palmer
Missouri
$32K -$53.9K -1,077 -64%
PHK
1884
Point72 Hong Kong
Hong Kong
$32K +$30K +600 New
LBG
1885
Lloyds Banking Group
United Kingdom
$31K -$394K -7,876 -93%
SIA
1886
SeaBridge Investment Advisors
New Jersey
$31K -$1.5K -30 -5%
LOT
1887
Lombard Odier Transatlantic
Quebec, Canada
$27K
PO
1888
Private Ocean
California
$25K
First Eagle Investment Management
1889
First Eagle Investment Management
New York
$23K
AOWM
1890
Alpha Omega Wealth Management
Virginia
$19K -$27.9K -558 -61%
WA
1891
WealthTrust-Arizona
Arizona
$17K -$4.05K -81 -21%
RI
1892
Redwood Investments
Massachusetts
$16K
TCCM
1893
Timber Creek Capital Management
Massachusetts
$16K
IF
1894
Ironwood Financial
Arizona
$11K +$9.9K +198 New
HWP
1895
Hefty Wealth Partners
Indiana
$9K
VIMU
1896
Veritas Investment Management (UK)
United Kingdom
$8K
LWA
1897
Lenox Wealth Advisors
New York
$5K -$47.7K -953 -91%
IFA
1898
Interactive Financial Advisors
Illinois
$5K
YL
1899
YCG LLC
Texas
$4K -$16.3M -326,172 -100%
WCM
1900
Wealthcare Capital Management
Virginia
$4K -$211K -4,226 -98%