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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
501
Texas Capital Bank Wealth Management Services
Texas
$295K
VAS
502
Vestmark Advisory Solutions
Massachusetts
$292K +$53.5K +477 +24%
WA
503
WealthTrust Axiom
Pennsylvania
$291K -$24.2K -216 -8%
FLPIM
504
F.L. Putnam Investment Management
Massachusetts
$291K
PA
505
Pinnacle Associates
New York
$289K
SWA
506
Sutton Wealth Advisors
Florida
$285K +$2.35K +21 +0.9%
AG
507
AIA Group
Hong Kong
$284K +$80.1K +714 +43%
S
508
SignatureFD
Georgia
$280K -$1.79K -16 -0.7%
JCM
509
Janney Capital Management
Pennsylvania
$280K +$17.3K +154 +7%
PWA
510
Phoenix Wealth Advisors
North Carolina
$279K +$18.4K +164 +8%
GAMC
511
Garner Asset Management Corp
Texas
$275K
JCG
512
John C. Goff
$275K
CGL
513
Clarius Group LLC
Washington
$274K
PWPS
514
Pinnacle Wealth Planning Services
Ohio
$271K +$254K +2,268 New
QIM
515
Quantitative Investment Management
Virginia
$270K -$256K -2,283 -50%
PP
516
Paloma Partners
Connecticut
$268K -$1.15M -10,240 -82%
OTL
517
Oak Thistle LLC
New York
$268K -$39.8K -355 -14%
HBT
518
Hills Bank & Trust
Iowa
$264K -$2.8K -25 -1%
HPC
519
HM Payson & Co
Maine
$263K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
520
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$261K -$8.23M -73,375 -97%
HWM
521
HB Wealth Management
Georgia
$259K +$22K +196 +10%
BPCA
522
Bank Pictet & Cie (Asia)
Singapore
$256K
GF
523
Gries Financial
Ohio
$253K
DWT
524
Dorsey & Whitney Trust
South Dakota
$251K -$73.8K -658 -24%
CW
525
CreativeOne Wealth
Kansas
$249K +$224 +2 +0.1%