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Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
726
Total Clarity Wealth Management
Illinois
$383K +$389K +4,522 New
WSFS
727
Wilmington Savings Fund Society
Delaware
$379K
C
728
Certuity
Florida
$379K +$48.9K +568 +14%
TPWA
729
TRUE Private Wealth Advisors
Oregon
$377K -$25.7K -298 -6%
NB
730
Northwest Bancshares
Pennsylvania
$375K
CWM
731
Cornerstone Wealth Management
Missouri
$374K +$3.53K +41 +0.9%
AWA
732
ARS Wealth Advisors
Florida
$373K -$4.13K -48 -1%
S
733
SignatureFD
Georgia
$372K +$13.6K +158 +4%
CT
734
Caldwell Trust
Florida
$372K +$52.8K +613 +16%
FFN
735
Focus Financial Network
Minnesota
$371K -$502K -5,828 -57%
First Manhattan
736
First Manhattan
New York
$371K +$30.4K +353 +9%
KMWM
737
Keudell/Morrison Wealth Management
Oregon
$370K +$51.8K +602 +16%
HCP
738
Hexagon Capital Partners
Arkansas
$369K +$2.84K +33 +0.8%
CS
739
Cannell & Spears
New York
$368K
HIA
740
Harbor Investment Advisory
Maryland
$367K -$22.2K -258 -6%
AF
741
Allworth Financial
California
$365K -$133K -1,545 -26%
Caisse de Depot et Placement du Quebec (CDPQ)
742
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$364K -$4.09M -47,510 -92%
9WM
743
9258 Wealth Management
Ohio
$361K +$25.8K +300 +8%
MP
744
McDonald Partners
Ohio
$360K -$10.3K -120 -3%
BBNA
745
Bremer Bank National Association
Minnesota
$360K -$6.97K -81 -2%
PPP
746
Private Portfolio Partners
New Jersey
$359K +$4.39K +51 +1%
MBTD
747
Mechanics Bank - Trust Department
California
$358K
ZCM
748
Ziegler Capital Management
Illinois
$358K +$86.7K +1,007 +31%
WT
749
Washington Trust
Rhode Island
$357K -$3.36K -39 -0.9%
GLA
750
Good Life Advisors
Pennsylvania
$357K +$113K +1,311 +45%