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Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
901
Quintet Private Bank (Europe)
Luxembourg
$143K
NSIM
902
North Star Investment Management
Illinois
$133K +$462 +2 +0.4%
CCA
903
Catalyst Capital Advisors
New York
$130K +$95K +411 +314%
MG
904
Mather Group
Illinois
$129K +$124K +535 New
CWM
905
Cranbrook Wealth Management
Michigan
$129K
PAM
906
Paradigm Asset Management
New York
$120K
SWA
907
SOA Wealth Advisors
New York
$120K
TFIPS
908
Towarzystwo Funduszy Inwestycyjnych PZU SA
$113K
OIAM
909
OFI Invest Asset Management
France
$112K -$1.29M -5,594 -91%
BHWM
910
Bay Harbor Wealth Management
Maryland
$110K +$11.3K +49 +12%
CAL
911
Capital Analysts LLC
Pennsylvania
$107K -$22K -95 -18%
MCM
912
Manchester Capital Management
Vermont
$103K +$10.9K +47 +12%
CAM
913
Capco Asset Management
Florida
$96.3K
RAM
914
Ramirez Asset Management
New York
$96.3K
Bank Julius Baer & Co
915
Bank Julius Baer & Co
Switzerland
$96.3K +$92.5K +400 New
FC
916
Financial Consulate
Maryland
$96.3K +$92.5K +400 New
WWA
917
Wealth Watch Advisors
Colorado
$92.9K +$89.3K +386 New
CT
918
Clearstead Trust
Maine
$91K -$2.31K -10 -3%
TH
919
TCTC Holdings
Texas
$84.7K
PWA
920
Provenance Wealth Advisors
Florida
$84.5K -$19K -82 -19%
BF
921
BOK Financial
Oklahoma
$78.5K -$794K -3,436 -91%
GWSG
922
GPS Wealth Strategies Group
Colorado
$74.6K -$12K -52 -14%
HI
923
Harbour Investments
Wisconsin
$72.2K +$5.32K +23 +8%
FP
924
Financial Perspectives
Minnesota
$66.7K
PWA
925
Physician Wealth Advisors
Utah
$64.8K +$22.2K +96 +55%