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Name Holding Trade Value Shares
Change
Change in
Stake
AR
401
Advisory Research
Illinois
$309K +$312K +836 New
PCFFS
402
Pacific Center for Financial Services
California
$298K -$23.5K -63 -7%
ECM
403
Evergreen Capital Management
Washington
$297K +$27.3K +73 +10%
ST
404
Smithfield Trust
Pennsylvania
$296K -$5.61K -15 -2%
WJWM
405
Williams Jones Wealth Management
New York
$295K
PCM
406
Prelude Capital Management
New York
$288K -$19.8K -53 -6%
KAS
407
Kestra Advisory Services
Texas
$288K +$3.36K +9 New
FAIM
408
Financial Advocates Investment Management
Washington
$288K +$41.1K +110 +16%
Bank Julius Baer & Co
409
Bank Julius Baer & Co
Switzerland
$286K +$289K +774 New
Toronto Dominion Bank
410
Toronto Dominion Bank
Ontario, Canada
$285K +$2.62K +7 +0.9%
PIM
411
Penobscot Investment Management
Massachusetts
$282K
SI
412
Stephens Inc
Arkansas
$282K +$17.9K +48 +7%
TAIM
413
TD Ameritrade Investment Management
Nebraska
$279K +$25.8K +69 +10%
SFA
414
Sequoia Financial Advisors
Ohio
$268K +$272K +727 New
BG
415
Bollard Group
Massachusetts
$266K
EAM
416
Erste Asset Management
Austria
$262K +$262K +700 New
WAM
417
Wealthspire Advisors (Maryland)
Maryland
$261K -$734K -1,963 -74%
AF
418
Advisornet Financial
Minnesota
$261K +$1.5K +4 +0.6%
SBIA
419
Sheaff Brock Investment Advisors
Indiana
$261K +$49K +131 +23%
WSCM
420
Wellington Shields Capital Management
New York
$258K
CF
421
Centaurus Financial
California
$258K +$135K +361 +107%
AWA
422
Arete Wealth Advisors
Illinois
$258K +$261K +698 New
AMCA
423
Arthur M. Cohen & Associates
Illinois
$258K +$262K +700 New
AIC
424
Ameritas Investment Company
Nebraska
$256K
CCM
425
Cox Capital Management
Massachusetts
$255K