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Name Holding Trade Value Shares
Change
Change in
Stake
V
326
Veritable
Delaware
$262K +$2.05K +36 +0.8%
OAM
327
Oppenheimer Asset Management
New York
$251K +$117K +2,058 +92%
PWPS
328
Pinnacle Wealth Planning Services
Ohio
$249K +$25.1K +441 +12%
AWA
329
Arete Wealth Advisors
Illinois
$247K +$241K +4,235 New
PA
330
Profund Advisors
Maryland
$240K +$17.8K +312 +8%
HSBC Holdings
331
HSBC Holdings
United Kingdom
$237K -$986K -17,297 -81%
CI
332
Conning Inc
Connecticut
$237K -$34.2K -600 -13%
B
333
Barings
North Carolina
$230K -$181K -3,179 -45%
CIA
334
Choate Investment Advisors
Massachusetts
$229K -$4.05K -71 -2%
BAIA
335
Bel Air Investment Advisors
California
$225K +$219K +3,847 New
CAM
336
Cresset Asset Management
Illinois
$224K +$218K +3,832 New
FMT
337
First Mercantile Trust
Tennessee
$218K +$213K +3,736 New
DJSG
338
D.J. St. Germain
Massachusetts
$215K – – –
CAN
339
Cetera Advisor Networks
California
$207K +$202K +3,548 New
TI
340
Tidal Investments
Wisconsin
$206K +$201K +3,520 New
AWM
341
Altium Wealth Management
New York
$204K +$199K +3,490 New
RP
342
Rowlandmiller & Partners
Georgia
$202K – – –
Mackenzie Financial
343
Mackenzie Financial
Ontario, Canada
$199K +$194K +3,400 New
CFGS
344
Concourse Financial Group Securities
Alabama
$197K +$20.7K +364 +12%
SPIA
345
Steward Partners Investment Advisory
New York
$196K +$180K +3,159 +1,549%
RWM
346
Ritholtz Wealth Management
New York
$192K +$18.7K +329 +11%
CCA
347
Checchi Capital Advisers
California
$191K +$684 +12 +0.4%
CAGAS
348
Capital Advisory Group Advisory Services
Minnesota
$188K – – –
FC
349
FCA Corp
Texas
$187K – – –
AII
350
AGF Investments Inc
Ontario, Canada
$185K -$3.19K -56 -2%