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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
276
ACT Capital Management
Pennsylvania
$262K +$290K +12,000 New
AR
277
Advisory Research
Illinois
$262K +$291K +12,030 New
JMPWA
278
JP Morgan Private Wealth Advisors
California
$261K +$63.6K +2,630 +28%
EFS
279
Essex Financial Services
Connecticut
$255K +$41.1K +1,700 +17%
QIM
280
Quantitative Investment Management
Virginia
$251K -$2.17M -89,870 -89%
SC
281
Savant Capital
Illinois
$247K +$6.97K +288 +3%
Creative Planning
282
Creative Planning
Kansas
$247K +$9.73K +402 +4%
LIM
283
Lingotto Investment Management
United Kingdom
$245K -$108M -4,477,899 -45%
JWM
284
JGP Wealth Management
Oregon
$242K
Mariner
285
Mariner
Kansas
$232K -$2.08K -86 -0.8%
CWM
286
Circle Wealth Management
New Jersey
$229K +$254K +10,500 New
SIA
287
SkyView Investment Advisors
New Jersey
$218K -$12.1K -500 -5%
LCC
288
Lincoln Capital Corp
Rhode Island
$218K
NF
289
NTB Financial
Colorado
$218K +$242K +10,000 New
PFM
290
Privium Fund Management
Netherlands
$212K +$236K +9,743 New
CC
291
Courier Capital
New York
$211K -$12.6K -522 -5%
VWA
292
V Wealth Advisors
Kansas
$208K -$7.31K -302 -3%
OTPPB
293
Ontario Teachers' Pension Plan Board
Ontario, Canada
$205K +$227K +9,374 New
TWM
294
Tradition Wealth Management
Minnesota
$195K
FCA
295
FinTrust Capital Advisors
South Carolina
$190K
SM
296
SG3 Management
Puerto Rico
$153K +$72.6K +3,000 +75%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$142K +$135K +5,562 +612%
RIM
298
Rockbridge Investment Management
New York
$137K
APA
299
American Portfolios Advisors
New York
$133K
GIBU
300
Gulf International Bank (UK)
United Kingdom
$130K