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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
501
Weld Capital Management
New York
$394K +$415K +2,856 New
CL
502
CSS LLC
Illinois
$385K
ARMT
503
Amica Retiree Medical Trust
Rhode Island
$382K +$403K +2,768 New
BMCM
504
Burns Matteson Capital Management
New York
$380K +$20.2K +139 +5%
SC
505
Steph & Co
Wisconsin
$377K
PFO
506
Pathstone Family Office
New Jersey
$376K +$396K +2,726 New
CAAS
507
Capital Asset Advisory Services
Michigan
$372K +$156K +1,071 +66%
WANY
508
Wealthspire Advisors (New York)
New York
$371K +$115K +790 +42%
SWM
509
SeaCrest Wealth Management
New York
$368K +$40.4K +278 +12%
GT
510
Greenleaf Trust
Michigan
$368K +$126K +869 +48%
FWIA
511
Fort Washington Investment Advisors
Ohio
$361K -$147K -1,009 -28%
IFWM
512
Institute for Wealth Management
Colorado
$359K -$7.71K -53 -2%
SF
513
Synovus Financial
Georgia
$352K
CAM
514
Cresset Asset Management
Illinois
$350K +$99.9K +687 +37%
QCM
515
Quest Capital Management
Texas
$349K -$49.2K -338 -12%
SCA
516
Snowden Capital Advisors
New York
$347K +$366K +2,518 New
VI
517
Versor Investments
New York
$338K +$356K +2,451 New
WS
518
Wedbush Securities
California
$334K -$118K -810 -25%
NCM
519
Neumann Capital Management
California
$334K
PWPS
520
Pinnacle Wealth Planning Services
Ohio
$332K +$15.6K +107 +5%
MFG
521
MidWestOne Financial Group
Iowa
$331K
CG
522
Caprock Group
Idaho
$325K -$44.2K -304 -11%
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$323K -$6.69K -46 -2%
BWP
524
BSW Wealth Partners
Colorado
$321K +$97.3K +669 +40%
AFP
525
Ausdal Financial Partners
Iowa
$321K +$338K +2,327 New