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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
376
Pinnacle Financial Partners (Tennessee)
Tennessee
$941K +$104K +187 +14%
BP
377
Ballentine Partners
Massachusetts
$933K +$69.3K +125 +9%
IAA
378
Independent Advisor Alliance
North Carolina
$930K +$2.77K +5 +0.3%
MAM
379
Morse Asset Management
Connecticut
$930K +$3.88K +7 +0.5%
LSA
380
L & S Advisors
California
$929K +$835K +1,505 New
AIC
381
Ameritas Investment Company
Nebraska
$919K +$825K +1,488 New
CFGS
382
Concourse Financial Group Securities
Alabama
$916K +$92.1K +166 +13%
NAM
383
NorthCoast Asset Management
Connecticut
$913K -$62.1K -112 -7%
PFO
384
Pathstone Family Office
New Jersey
$909K +$673K +1,213 +467%
Daiwa Securities Group
385
Daiwa Securities Group
Japan
$905K +$223K +402 +38%
FCH
386
Freestone Capital Holdings
Washington
$894K +$193K +348 +32%
CBFP
387
Cedar Brook Financial Partners
Ohio
$892K -$99.3K -179 -11%
RWP
388
RWA Wealth Partners
Massachusetts
$885K – – –
BWP
389
BSW Wealth Partners
Colorado
$881K +$59.3K +107 +8%
PIA
390
Pinion Investment Advisors
Kansas
$880K +$555 +1 +0.1%
Two Sigma Investments
391
Two Sigma Investments
New York
$865K -$27.2M -49,096 -97%
CB
392
Commerce Bank
Missouri
$863K +$272K +490 +54%
WI
393
WrapManager Inc
California
$856K +$43.8K +79 +6%
DCM
394
Dupont Capital Management
Delaware
$854K +$320K +577 +71%
AWM
395
Altium Wealth Management
New York
$844K +$112K +202 +17%
AW
396
Alaethes Wealth
Nevada
$844K +$758K +1,367 New
CCM
397
Coldstream Capital Management
Washington
$842K -$9.43K -17 -1%
SXL
398
Summit X LLC
Missouri
$841K +$30.5K +55 +4%
BTWM
399
Baker Tilly Wealth Management
Wisconsin
$840K +$165K +298 +28%
NW
400
NewEdge Wealth
Pennsylvania
$840K +$755K +1,361 New