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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
651
Transcend Capital Advisors
New Jersey
$342K +$9.77K +38 +3%
PP
652
Paloma Partners
Connecticut
$341K -$1.6M -6,242 -81%
SWMP
653
Signature Wealth Management Partners
New Jersey
$338K -$244K -950 -40%
VFA
654
Valeo Financial Advisors
Indiana
$338K +$46.3K +180 +15%
PFBT
655
Parkside Financial Bank & Trust
Missouri
$337K +$771 +3 +0.2%
TH
656
TCTC Holdings
Texas
$336K
SWM
657
SeaCrest Wealth Management
New York
$335K -$246K -957 -41%
SIM
658
Sentry Investment Management
Wisconsin
$335K +$39.6K +154 +12%
JF
659
Jump Financial
Illinois
$332K +$356K +1,384 New
RCS
660
Retirement Capital Strategies
California
$331K
CIBC Private Wealth Group
661
CIBC Private Wealth Group
Georgia
$330K +$1.03K +4 +0.3%
BPM
662
Bowling Portfolio Management
Ohio
$329K
BDF
663
Balasa Dinverno & Foltz
$325K -$247K -960 -42%
BFEC
664
Benjamin F. Edwards & Company
Missouri
$324K -$294K -1,143 -46%
PF
665
Phoenix Financial
Israel
$319K -$51.9K -202 -13%
SOW
666
State of Wyoming
Wyoming
$319K +$79.5K +309 +30%
PTP
667
Platform Technology Partners
New York
$318K -$40.9K -159 -11%
BP
668
Ballentine Partners
Massachusetts
$317K +$44.2K +172 +15%
CGL
669
Clarius Group LLC
Washington
$314K -$65.1K -253 -16%
FFM
670
Forum Financial Management
Illinois
$314K +$336K +1,307 New
RWM
671
Ritholtz Wealth Management
New York
$313K -$241K -936 -42%
GC
672
Grace Capital
Massachusetts
$312K
CCMG
673
Clark Capital Management Group
Pennsylvania
$312K +$334K +1,300 New
BP
674
BBR Partners
New York
$309K
JFA
675
JNBA Financial Advisors
Minnesota
$299K -$1.29K -5 -0.4%