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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
451
Williams Jones Wealth Management
New York
$747K -$9.34K -250 -1%
CFG
452
Cooper Financial Group
California
$747K +$105K +2,823 +17%
GAMC
453
Garner Asset Management Corp
Texas
$745K -$130K -3,480 -15%
AIC
454
Archer Investment Corporation
Indiana
$743K
GVAG
455
Great Valley Advisor Group
Delaware
$741K -$886K -23,727 -55%
GT
456
Greenleaf Trust
Michigan
$740K -$2.69K -72 -0.4%
Blackstone Inc
457
Blackstone Inc
New York
$733K +$722K +19,326 New
CCA
458
Checchi Capital Advisers
California
$731K +$9.64K +258 +1%
CM
459
CoreCommodity Management
Connecticut
$728K -$97.2K -2,603 -12%
IAS
460
Insigneo Advisory Services
Florida
$721K -$42.6K -1,139 -6%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$720K -$123K -3,287 -15%
DAS
462
Dynamic Advisor Solutions
Arizona
$720K +$35.9K +960 +5%
WSC
463
Wellington Shields & Co
New York
$716K +$5.27K +141 +0.8%
GCM
464
Greenland Capital Management
New York
$711K +$9.27K +248 +1%
LFA
465
Legacy Financial Advisors
Kentucky
$709K +$50K +1,339 +8%
FFA
466
Founders Financial Alliance
North Carolina
$703K -$154K -4,113 -18%
CT
467
Chicago Trust
Illinois
$702K +$156K +4,180 +29%
WHG
468
Westwood Holdings Group
Texas
$697K +$2.62K +70 +0.4%
QCM
469
Quantinno Capital Management
New York
$690K +$679K +18,179 New
MNBTD
470
Moody National Bank Trust Division
Texas
$687K +$6.76K +181 +1%
WAM
471
Weinberger Asset Management
California
$683K
CW
472
CreativeOne Wealth
Kansas
$680K +$103K +2,750 +18%
FHB
473
First Hawaiian Bank
Hawaii
$678K +$269K +7,213 +68%
SMWM
474
Silvia McColl Wealth Management
California
$671K +$6.16K +165 +0.9%
BBI
475
Baxter Bros Inc
Connecticut
$665K