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Name Holding Trade Value Shares
Change
Change in
Stake
GW
326
GW & Wade
Massachusetts
$260K -$104K -1,518 -29%
RC
327
RegentAtlantic Capital
New Jersey
$257K -$86.9K -1,263 -25%
HIC
328
Holderness Investments Company
North Carolina
$255K +$69 +1 +0%
FCI
329
Financial Counselors Inc
Kansas
$254K -$34.4K -500 -12%
V
330
Veritable
Delaware
$248K -$12K -175 -5%
EGM
331
Engineers Gate Manager
New York
$242K -$3.91M -56,830 -94%
SC
332
SouthState Corp
Florida
$239K +$237K +3,437 New
PTC
333
Petrus Trust Company
Texas
$239K +$237K +3,444 New
BAS
334
Brown Advisory Securities
Maryland
$238K -$10.2K -148 -4%
VFA
335
Voya Financial Advisors
Connecticut
$236K +$22.6K +328 +11%
PCM
336
Price Capital Management
Louisiana
$236K +$234K +3,400 New
SQA
337
Simon Quick Advisors
New Jersey
$234K -$52.3K -760 -20%
BWM
338
Biltmore Wealth Management
Arizona
$228K +$225K +3,276 New
FMBTD
339
First Midwest Bank Trust Division
Illinois
$227K
FIM
340
Foresters Investment Management
New York
$219K -$54.2K -788 -20%
CC
341
Courier Capital
New York
$218K -$21.2K -308 -9%
TSS
342
Two Sigma Securities
New York
$208K +$206K +2,996 New
NIPH
343
NN Investment Partners Holdings
Netherlands
$207K -$147K -2,135 -42%
BHTS
344
Bar Harbor Trust Services
Maine
$204K +$202K +2,931 New
SSWM
345
Smith Salley Wealth Management
North Carolina
$204K +$202K +2,935 New
BOH
346
Bank of Hawaii
Hawaii
$202K +$200K +2,910 New
CL
347
Choreo LLC
Illinois
$200K +$198K +2,883 New
LIA
348
LS Investment Advisors
Michigan
$195K
STA
349
Summit Trail Advisors
New York
$190K +$182K +2,645 New
SG Americas Securities
350
SG Americas Securities
New York
$184K +$182K +2,650 New