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Name Holding Trade Value Shares
Change
Change in
Stake
GLR
901
Great Lakes Retirement
Ohio
$1.15M +$50.8K +271 +4%
PCA
902
Peddock Capital Advisors
Massachusetts
$1.15M +$157K +839 +14%
VFA
903
Valeo Financial Advisors
Indiana
$1.14M +$133K +712 +10%
CFGS
904
Concourse Financial Group Securities
Alabama
$1.14M +$29.8K +159 +2%
MC
905
Machina Capital
France
$1.14M +$1.27M +6,758 New
SWMG
906
Signature Wealth Management Group
Georgia
$1.14M +$179K +954 +14%
IWM
907
IHT Wealth Management
Illinois
$1.14M +$689K +3,676 +120%
PP
908
Pegasus Partners
Wisconsin
$1.14M +$1.26M +6,721 New
RT
909
Rockland Trust
Massachusetts
$1.13M -$310K -1,655 -20%
GAM
910
Gotham Asset Management
New York
$1.13M +$878K +4,685 +233%
SAM
911
Shell Asset Management
Netherlands
$1.13M -$7.86M -41,941 -87%
TCOO
912
Trust Company of Oklahoma
Oklahoma
$1.13M +$418K +2,234 +51%
HIA
913
Harbor Investment Advisory
Maryland
$1.12M +$143K +764 +13%
PIM
914
Plato Investment Management
Australia
$1.12M +$1.17M +6,239 +1,733%
HCA
915
Harbour Capital Advisors
Virginia
$1.11M
CNBTD
916
Citizens National Bank Trust Department
Mississippi
$1.11M -$52.4K -280 -4%
LCM
917
Legato Capital Management
California
$1.1M
OC
918
Oakworth Capital
Alabama
$1.1M +$4.68K +25 +0.4%
GL
919
Graypoint LLC
New York
$1.1M +$243K +1,297 +25%
RI
920
Redwood Investments
Massachusetts
$1.1M -$137K -730 -9%
SC
921
Saturna Capital
Washington
$1.1M -$45.3K -242 -4%
CFSG
922
Community Financial Services Group
Vermont
$1.09M +$1.21M +6,469 New
RA
923
RiverPark Advisors
New York
$1.09M +$36.1K +193 +3%
CAMG
924
CWA Asset Management Group
Florida
$1.09M +$476K +2,539 +65%
PCS
925
Personal CFO Solutions
New Jersey
$1.09M +$394K +2,105 +48%