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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
901
Bartlett & Co Wealth Management
Ohio
$144K +$6.94K +30 +5%
QPBE
902
Quintet Private Bank (Europe)
Luxembourg
$143K – – –
NSIM
903
North Star Investment Management
Illinois
$133K +$462 +2 +0.4%
CCA
904
Catalyst Capital Advisors
New York
$130K +$95K +411 +314%
MG
905
Mather Group
Illinois
$129K +$124K +535 New
CWM
906
Cranbrook Wealth Management
Michigan
$129K – – –
PAM
907
Paradigm Asset Management
New York
$120K – – –
SWA
908
SOA Wealth Advisors
New York
$120K – – –
TFIPS
909
Towarzystwo Funduszy Inwestycyjnych PZU SA
$113K – – –
OIAM
910
OFI Invest Asset Management
France
$112K -$1.29M -5,594 -91%
BHWM
911
Bay Harbor Wealth Management
Maryland
$110K +$11.3K +49 +12%
CAL
912
Capital Analysts LLC
Pennsylvania
$107K -$22K -95 -18%
MCM
913
Manchester Capital Management
Vermont
$103K +$10.9K +47 +12%
CAM
914
Capco Asset Management
Florida
$96.3K – – –
RAM
915
Ramirez Asset Management
New York
$96.3K – – –
Bank Julius Baer & Co
916
Bank Julius Baer & Co
Switzerland
$96.3K +$92.5K +400 New
FC
917
Financial Consulate
Maryland
$96.3K +$92.5K +400 New
WWA
918
Wealth Watch Advisors
Colorado
$92.9K +$89.3K +386 New
CT
919
Clearstead Trust
Maine
$91K -$2.31K -10 -3%
TH
920
TCTC Holdings
Texas
$84.7K – – –
PWA
921
Provenance Wealth Advisors
Florida
$84.5K -$19K -82 -19%
BF
922
BOK Financial
Oklahoma
$78.5K -$794K -3,436 -91%
GWSG
923
GPS Wealth Strategies Group
Colorado
$74.6K -$12K -52 -14%
HI
924
Harbour Investments
Wisconsin
$72.2K +$5.32K +23 +8%
FP
925
Financial Perspectives
Minnesota
$66.7K – – –