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Name Holding Trade Value Shares
Change
Change in
Stake
TW
301
TrinityPoint Wealth
Connecticut
$237K -$5.41K -24 -3%
DWA
302
Douglass Winthrop Advisors
New York
$236K +$214K +948 New
APA
303
American Portfolios Advisors
New York
$233K +$31.3K +139 +17%
EWA
304
EP Wealth Advisors
California
$232K +$210K +932 New
B
305
Barings
North Carolina
$226K +$205K +910 New
Voloridge Investment Management
306
Voloridge Investment Management
Florida
$223K -$1.27M -5,626 -86%
MOS
307
MGO One Seven
Ohio
$218K +$198K +877 New
APG
308
Abacus Planning Group
South Carolina
$217K +$197K +875 New
BOPW
309
Brandywine Oak Private Wealth
Pennsylvania
$213K +$193K +858 New
PCP
310
Proficio Capital Partners
Massachusetts
$204K -$46.4K -206 -20%
CC
311
Centiva Capital
New York
$187K +$169K +752 New
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$186K +$1.58K +7 +0.9%
RWA
313
Ropes Wealth Advisors
Massachusetts
$175K -$16.2K -72 -9%
AF
314
Advisornet Financial
Minnesota
$174K -$6.76K -30 -4%
QCMC
315
Quantum Capital Management (California)
California
$168K +$152K +676 New
IA
316
IFP Advisors
Florida
$160K +$149K +660 New
NFG
317
Next Financial Group
Texas
$157K +$21K +93 +17%
TAIM
318
TD Ameritrade Investment Management
Nebraska
$157K +$105K +468 +284%
PCM
319
Prelude Capital Management
New York
$154K +$139K +618 New
IFAM
320
Institutional & Family Asset Management
Colorado
$152K – – –
CSS
321
Cubist Systematic Strategies
Connecticut
$148K -$106K -472 -44%
HL
322
Harding Loevner
New Jersey
$145K – – –
LC
323
Lindbrook Capital
California
$143K -$1.13K -5 -0.9%
WEC
324
Winslow Evans & Crocker
Massachusetts
$138K – – –
KWA
325
KCS Wealth Advisory
California
$138K +$125K +555 New