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Name Holding Trade Value Shares
Change
Change in
Stake
PI
551
PFG Investments
New York
$239K +$21.3K +453 +8%
UB
552
Umpqua Bank
Oregon
$238K +$24.6K +523 +10%
SP
553
SIH Partners
Delaware
$235K +$269K +5,714 New
OCM
554
One Capital Management
California
$234K +$268K +5,697 New
WC
555
Wexford Capital
Florida
$234K
SMWM
556
Silvia McColl Wealth Management
California
$231K
HC
557
Hamilton Capital
Ohio
$231K
EH
558
Equitable Holdings
New York
$230K +$263K +5,592 New
KP
559
Keel Point
Alabama
$225K +$2.64K +56 +1%
JSSH
560
J. Safra Sarasin Holding
$224K
MWM
561
Modera Wealth Management
New Jersey
$223K +$255K +5,426 New
DB
562
Danske Bank
Denmark
$217K +$56.4K +1,199 +29%
P
563
&Partners
Tennessee
$216K -$96K -2,040 -28%
SIC
564
Samalin Investment Counsel
New York
$216K +$6.17K +131 +3%
ACIM
565
Azimuth Capital Investment Management
Michigan
$215K
AWM
566
Axxcess Wealth Management
California
$215K +$245K +5,214 New
CRI
567
Colonial River Investments
Virginia
$215K +$245K +5,214 New
MHC
568
Meyer Handelman Company
New York
$214K
WWM
569
Whalen Wealth Management
Nevada
$212K -$165K -3,495 -40%
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$210K
State Street
571
State Street
Massachusetts
$209K
SIM
572
Sentry Investment Management
Wisconsin
$207K -$78.3K -1,663 -23%
BIA
573
Biondo Investment Advisors
Pennsylvania
$206K
IA
574
Integrity Alliance
Iowa
$205K +$26.9K +571 +13%
Lido Advisors
575
Lido Advisors
California
$204K -$28.4K -603 -11%