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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
451
Integrated Wealth Concepts
Massachusetts
$262K +$60.8K +1,388 +30%
PSP
452
Principal Street Partners
Tennessee
$261K +$25.8K +589 +11%
HCM
453
Highview Capital Management
Illinois
$258K +$11K +250 +4%
CS
454
Candriam SCA
Luxembourg
$251K +$254K +5,800 New
SCA
455
Snowden Capital Advisors
New York
$249K +$5.7K +130 +2%
CA
456
Clearstead Advisors
Ohio
$248K +$9.64K +220 +5%
Janney Montgomery Scott
457
Janney Montgomery Scott
Pennsylvania
$247K -$2M -45,619 -89%
HC
458
Hamilton Capital
Ohio
$245K -$307 -7 -0.1%
DAM
459
Doheny Asset Management
California
$242K – – –
CAM
460
Cresset Asset Management
Illinois
$241K -$203K -4,631 -45%
PPC
461
Park Place Capital
Alabama
$240K -$148K -3,368 -38%
WWM
462
Whalen Wealth Management
Nevada
$237K +$240K +5,476 New
TDC
463
Thompson Davis & Co
Virginia
$233K +$236K +5,375 New
Envestnet Portfolio Solutions
464
Envestnet Portfolio Solutions
Illinois
$232K +$235K +5,361 New
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$232K -$3.35M -76,336 -93%
MWM
466
MGB Wealth Management
Texas
$230K +$233K +5,320 New
BFA
467
Beaumont Financial Advisors
Massachusetts
$230K – – –
FHB
468
First Hawaiian Bank
Hawaii
$228K +$231K +5,273 New
FIM
469
Freedom Investment Management
Connecticut
$228K -$36.4K -830 -14%
SC
470
Sapient Capital
Indiana
$227K +$230K +5,240 New
GPA
471
Guidance Point Advisors
Massachusetts
$226K +$229K +5,219 New
MHC
472
Meyer Handelman Company
New York
$225K – – –
ETC
473
Exchange Traded Concepts
Oklahoma
$224K +$227K +5,182 New
BIA
474
Biondo Investment Advisors
Pennsylvania
$217K – – –
CFB
475
Cullen/Frost Bankers
Texas
$217K – – –