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Name Holding Trade Value Shares
Change
Change in
Stake
WP
751
WealthShield Partners
North Carolina
$571K +$273K +1,693 +88%
MP
752
McDonald Partners
Ohio
$570K +$117K +724 +25%
BHA
753
Beech Hill Advisors
New York
$569K
SP
754
Symmetry Partners
Connecticut
$562K -$32.2K -200 -5%
WANY
755
Wealthspire Advisors (New York)
New York
$562K +$239K +1,481 +71%
MW
756
Marcum Wealth
Ohio
$560K +$571K +3,545 New
NNP
757
Nachman Norwood & Parrott
South Carolina
$557K
B
758
Barings
North Carolina
$555K +$39.2K +243 +7%
MPPW
759
Mitchell & Pahl Private Wealth
Oklahoma
$555K +$61.4K +381 +12%
FAB
760
First American Bank
Illinois
$549K +$25K +155 +5%
SWP
761
Stratos Wealth Partners
Ohio
$547K -$10.8K -67 -2%
SGI
762
Summit Global Investments
Utah
$538K +$54.6K +339 +11%
GCP
763
GSA Capital Partners
United Kingdom
$537K +$547K +3,397 New
BTWM
764
Baker Tilly Wealth Management
Wisconsin
$536K +$547K +3,393 New
ATIA
765
American Trust Investment Advisors
New Hampshire
$535K -$242K -1,500 -31%
WCM Investment Management
766
WCM Investment Management
California
$524K +$311K +1,929 +139%
PFO
767
Pathstone Family Office
New Jersey
$521K +$362K +2,246 +217%
AFM
768
Abbot Financial Management
Massachusetts
$515K +$161 +1 +0%
CCA
769
Checchi Capital Advisers
California
$513K -$28.4K -176 -5%
BUB
770
BBVA USA Bancshares
Texas
$513K +$13.5K +84 +3%
TSW
771
Thompson Siegel & Walmsley
Virginia
$511K +$27.7K +172 +6%
SCM
772
Shelton Capital Management
Colorado
$509K -$9.67K -60 -2%
AssetMark Inc
773
AssetMark Inc
California
$509K +$107K +662 +26%
Grantham, Mayo, Van Otterloo & Co (GMO)
774
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$506K +$516K +3,200 New
BP
775
Ballentine Partners
Massachusetts
$505K -$36.3K -225 -7%