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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
326
Fieldpoint Private Securities
Connecticut
$353K -$68.7K -942 -16%
QCG
327
Quadrant Capital Group
Ohio
$353K +$51.7K +708 +16%
BFA
328
BMS Financial Advisors
South Dakota
$348K +$24.7K +338 +7%
TCWM
329
Total Clarity Wealth Management
Illinois
$348K +$43.4K +595 +14%
Mitsubishi UFJ Trust & Banking
330
Mitsubishi UFJ Trust & Banking
Japan
$344K +$94.6K +1,296 +36%
SFA
331
Sequoia Financial Advisors
Ohio
$343K +$48K +658 +15%
William Blair & Company
332
William Blair & Company
Illinois
$338K -$25.3K -347 -7%
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$336K -$51.8K -710 -13%
WWP
334
WR Wealth Planners
Missouri
$334K +$7.15K +98 +2%
CYG
335
Clean Yield Group
Vermont
$334K -$46.3K -635 -12%
WI
336
WrapManager Inc
California
$334K +$16.6K +227 +5%
AWS
337
Atria Wealth Solutions
New York
$334K +$126K +1,733 +57%
IWP
338
Icon Wealth Partners
Texas
$326K -$25.5K -350 -7%
BFA
339
Buttonwood Financial Advisors
Maryland
$325K +$339K +4,650 New
Assenagon Asset Management
340
Assenagon Asset Management
Luxembourg
$324K +$17.7K +242 +5%
CAL
341
Capital Analysts LLC
Pennsylvania
$309K -$7.22K -99 -2%
ED
342
Exane Derivatives
France
$308K +$115K +1,581 +56%
WT
343
Whittier Trust
California
$300K -$7.66K -105 -2%
DBRC
344
D.B. Root & Company
Pennsylvania
$294K -$356K -4,880 -54%
PNC
345
Park National Corp
Ohio
$287K -$24.7K -339 -8%
AC
346
Avestar Capital
New York
$286K +$18.5K +253 +7%
HCP
347
Holt Capital Partners
Texas
$286K +$107K +1,460 +55%
PA
348
Parallel Advisors
California
$284K -$9.78K -134 -3%
PAM
349
Palisade Asset Management
Minnesota
$281K – – –
RHBC
350
R.H. Bluestein & Co
Michigan
$281K – – –