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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
626
Petrus Trust Company
Texas
$282K +$334K +3,303 New
CWM
627
Congress Wealth Management
Massachusetts
$281K +$17.6K +174 +6%
ARG
628
Advisory Resource Group
Oklahoma
$280K -$57.1K -565 -15%
AS
629
Altshuler Shaham
Israel
$277K
PTP
630
Platform Technology Partners
New York
$274K -$16.9K -167 -5%
CWM
631
Centurion Wealth Management
Virginia
$273K +$323K +3,193 New
NFC
632
Northeast Financial Consultants
Connecticut
$272K +$32.8K +325 +11%
DF
633
Donoghue Forlines
Massachusetts
$271K +$19.5K +193 +6%
CG
634
Caprock Group
Idaho
$270K +$31.9K +316 +11%
RFMS
635
RWQ Financial Management Services
Florida
$269K -$430K -4,260 -57%
PGFC
636
Peapack-Gladstone Financial Corp
New Jersey
$269K -$89.2K -883 -22%
CF
637
Copperwynd Financial
Arizona
$269K -$62.4K -618 -16%
TC
638
TAGStone Capital
North Carolina
$264K
GL
639
Graypoint LLC
New York
$262K -$12.8K -127 -4%
P
640
Pitcairn
Pennsylvania
$262K -$118K -1,166 -28%
TIM
641
Thornburg Investment Management
New Mexico
$261K +$308K +3,051 New
RJT
642
Raymond James Trust
Florida
$259K +$1.21K +12 +0.4%
BCM
643
Brookstone Capital Management
Illinois
$258K -$56.5K -559 -16%
PIM
644
Perpetual Investment Management
Australia
$257K -$737K -7,300 -71%
PI
645
PGGM Investments
Netherlands
$253K +$299K +2,959 New
WM
646
Whitford Management
New York
$253K +$298K +2,955 New
JIC
647
Joel Isaacson & Co
New York
$252K +$3.13K +31 +1%
FA
648
Financial Avengers
California
$248K -$57.1K -565 -16%
SW
649
SteelPeak Wealth
California
$248K +$25.3K +250 +9%
LFM
650
LGT Fund Management
Liechtenstein
$248K