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Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1001
BAMCO Inc
New York
$271K +$19.6K +150 +8%
EMG
1002
ETF Managers Group
New Jersey
$270K -$90.3K -692 -25%
RWA
1003
Ropes Wealth Advisors
Massachusetts
$268K +$4.44K +34 +2%
NPA
1004
Nichols & Pratt Advisers
Massachusetts
$267K
Dodge & Cox
1005
Dodge & Cox
California
$267K +$255K +1,950 New
HR
1006
Hayden Royal
North Carolina
$266K -$22.6K -173 -8%
CFSG
1007
Community Financial Services Group
Vermont
$265K +$253K +1,934 New
UB
1008
UMB Bank
Missouri
$263K -$6.01K -46 -2%
GWM
1009
Geneos Wealth Management
Colorado
$263K +$74.2K +568 +40%
DAM
1010
Diamant Asset Management
Connecticut
$263K +$251K +1,920 New
OAM
1011
Optimal Asset Management
California
$261K -$1.11M -8,494 -82%
CT
1012
Cambridge Trust
Massachusetts
$258K -$13.7K -105 -6%
BHA
1013
Beech Hill Advisors
New York
$258K
SIAS
1014
Shine Investment Advisory Services
Colorado
$258K +$140K +1,075 +133%
WCM
1015
Wallace Capital Management
Texas
$257K
RWM
1016
Ritholtz Wealth Management
New York
$256K +$244K +1,868 New
MCCP
1017
Mission Creek Capital Partners
California
$252K
Fisher Asset Management
1018
Fisher Asset Management
Washington
$251K -$2.22K -17 -0.9%
AAP
1019
Arax Advisory Partners
Colorado
$250K -$41.3K -316 -15%
FFA
1020
First Foundation Advisors
California
$250K +$238K +1,825 New
GFP
1021
Gryphon Financial Partners
Ohio
$249K -$97.1K -744 -29%
EFS
1022
Essex Financial Services
Connecticut
$242K -$29.4K -225 -11%
SRSA
1023
S.R. Schill & Associates
Washington
$241K
SNT
1024
Security National Trust
West Virginia
$240K
WB
1025
West Bancorporation
Iowa
$240K +$229K +1,752 New