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Name Holding Trade Value Shares
Change
Change in
Stake
HI
401
Harbour Investments
Wisconsin
$86K +$50K +494 +101%
FPA
402
First Pacific Advisors
California
$79K +$91K +900 New
RFA
403
Reilly Financial Advisors
California
$78K +$89.1K +881 New
TWM
404
Tradition Wealth Management
Minnesota
$74K
EBA
405
Eagle Bay Advisors
New York
$72K +$42.5K +420 +105%
SWM
406
Spire Wealth Management
Virginia
$70K -$1.52K -15 -2%
GKWIM
407
Gerber Kawasaki Wealth & Investment Management
California
$66K +$75.9K +750 New
PCH
408
Polar Capital Holdings
United Kingdom
$65.3K +$5.05M +49,900 +7%
TFGT
409
TS Financial Group (TSFG)
Illinois
$63K +$3.54K +35 +5%
IA
410
IFP Advisors
Florida
$53K -$42.5K -420 -41%
KIG
411
Kowal Investment Group
Wisconsin
$52K +$59.7K +590 New
First Manhattan
412
First Manhattan
New York
$51K +$3.14K +31 +6%
TRCT
413
Tower Research Capital (TRC)
New York
$50K -$47.4K -469 -45%
SOW
414
State of Wyoming
Wyoming
$50K -$22.7K -224 -29%
NFG
415
Next Financial Group
Texas
$47K +$16.4K +162 +44%
BWP
416
Baldwin Wealth Partners
Massachusetts
$44K
CLOS
417
Compagnie Lombard Odier SCmA
Switzerland
$44K
CFB
418
Cullen/Frost Bankers
Texas
$44K
TCM
419
TD Capital Management
Tennessee
$43K
RA
420
Resolute Advisors
California
$41K
CFA
421
Cahill Financial Advisors
Minnesota
$41K +$47.2K +467 New
BC
422
Burleson & Co
California
$40K -$5.36K -53 -11%
BEI
423
Benjamin Edwards Inc
Missouri
$38K +$303 +3 +0.7%
Bessemer Group
424
Bessemer Group
New Jersey
$34K +$38.5K +381 New
ACM
425
Antonetti Capital Management
Florida
$33K +$37.4K +370 New