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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
251
Sequoia Financial Advisors
Ohio
$1.07M +$491K +8,078 +109%
CG
252
Castellan Group
Kentucky
$1.05M -$452K -7,440 -33%
BA
253
Bennicas & Associates
California
$1.05M
RHBC
254
R.H. Bluestein & Co
Michigan
$1.04M -$102K -1,681 -10%
QT
255
Quantbot Technologies
New York
$1.04M +$458K +7,542 +99%
BRWA
256
B. Riley Wealth Advisors
Florida
$1.04M +$217K +3,575 +31%
Brown Advisory
257
Brown Advisory
Maryland
$1.04M -$44.4K -730 -5%
SPIA
258
Steward Partners Investment Advisory
New York
$1.04M -$390K -6,412 -30%
OFG
259
OmniStar Financial Group
North Carolina
$1.04M -$7.66K -126 -0.8%
WCA
260
Westover Capital Advisors
Delaware
$1.03M +$909K +14,963 New
PA
261
Parallel Advisors
California
$1.02M +$31.6K +520 +4%
RCIM
262
Red Cedar Investment Management
Michigan
$1.02M +$899K +14,801 New
KWM
263
Kingsview Wealth Management
Oregon
$1.02M +$274K +4,514 +44%
CMI
264
Clare Market Investments
Texas
$1.02M +$896K +14,753 New
PAS
265
Park Avenue Securities
New York
$944K +$349K +5,739 +72%
DWT
266
Dorsey & Whitney Trust
South Dakota
$943K +$184K +3,032 +28%
MGWM
267
Marks Group Wealth Management
Minnesota
$942K +$190K +3,135 +30%
PWM
268
Perigon Wealth Management
California
$940K +$527K +8,673 +175%
WT
269
Whittier Trust
California
$939K +$78.4K +1,290 +10%
PA
270
Pinnacle Associates
New York
$933K +$118K +1,940 +17%
SAM
271
Simplify Asset Management
Nevada
$932K +$822K +13,524 New
Prudential Financial
272
Prudential Financial
New Jersey
$930K +$338K +5,566 +70%
CT
273
Coastline Trust
Rhode Island
$928K +$20.4K +335 +3%
GG
274
Gleason Group
Kentucky
$925K +$31.8K +524 +4%
PHS
275
Pekin Hardy Strauss
Illinois
$919K +$354K +5,830 +78%