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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
526
Bessemer Group
New Jersey
$276K -$49.8K -617 -15%
BRWA
527
B. Riley Wealth Advisors
Florida
$275K +$35.5K +440 +19%
PAG
528
Private Advisor Group
New Jersey
$269K -$11.4K -141 -4%
CI
529
CX Institutional
Indiana
$269K +$40.5K +502 +17%
BP
530
Ballentine Partners
Massachusetts
$268K +$1.13K +14 +0.4%
P
531
Pitcairn
Pennsylvania
$268K +$9.6K +119 +4%
BFG
532
Bleakley Financial Group
New Jersey
$266K -$55.2K -685 -17%
SW
533
Simplicity Wealth
New Jersey
$266K +$270K +3,344 New
CCM
534
Chiron Capital Management
Florida
$263K +$24.2K +300 +10%
CP
535
Canopy Partners
Ohio
$262K +$1.29K +16 +0.5%
AWM
536
Apollon Wealth Management
South Carolina
$260K -$173K -2,150 -40%
TPW
537
Transatlantique Private Wealth
New York
$259K +$8.22K +102 +3%
EWS
538
Evergreen Wealth Solutions
Pennsylvania
$258K +$1.94K +24 +0.7%
WB
539
Webster Bank
Connecticut
$255K
TAM
540
Trust Asset Management
Texas
$254K
SC
541
Steph & Co
Wisconsin
$254K +$18.9K +234 +8%
EP
542
Edgestream Partners
New Jersey
$252K +$255K +3,165 New
AIP
543
Ameritas Investment Partners
Nebraska
$250K
NED
544
Nancy E. Dempze
$250K +$55.2K +685 +28%
BOM
545
Bank of Marin
California
$249K -$79.3K -983 -24%
PIM
546
Profit Investment Management
Maryland
$244K
LNWWM
547
Laird Norton Wetherby Wealth Management
California
$241K -$52.2K -647 -18%
SCP
548
Sandhill Capital Partners
New York
$239K -$5.08K -63 -2%
EFS
549
Essex Financial Services
Connecticut
$238K +$241K +2,992 New
FAIM
550
Financial Advocates Investment Management
Washington
$238K +$50.7K +629 +27%