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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
526
Pathstone Family Office
New Jersey
$369K -$28.4K -155 -7%
SWM
527
Sendero Wealth Management
Texas
$367K +$376K +2,053 New
VFA
528
Voya Financial Advisors
Connecticut
$363K +$19.9K +109 +6%
BRWA
529
B. Riley Wealth Advisors
Florida
$363K +$370K +2,024 New
MCM
530
MAI Capital Management
Ohio
$362K -$332K -1,812 -47%
OPPTF
531
OPSEU Pension Plan Trust Fund
Ontario, Canada
$361K +$9.7K +53 +3%
VWM
532
Valley Wealth Managers
New Jersey
$359K -$3.48K -19 -0.9%
RCA
533
Roberts Capital Advisors
Colorado
$358K
Verition Fund Management
534
Verition Fund Management
Connecticut
$357K +$366K +1,998 New
HH
535
Hilltop Holdings
Texas
$351K -$93.7K -512 -21%
MM
536
MQS Management
New York
$349K +$357K +1,949 New
BCV
537
Banque Cantonale Vaudoise
Switzerland
$348K
JFL
538
Jarislowsky, Fraser Ltd
Quebec, Canada
$348K
LGA
539
Lebenthal Global Advisors
New York
$345K +$112K +614 +47%
CRCM
540
Corbett Road Capital Management
Virginia
$345K +$353K +1,931 New
QCM
541
Quantinno Capital Management
New York
$344K -$11.9K -65 -3%
BFA
542
Beaumont Financial Advisors
Massachusetts
$342K +$732 +4 +0.2%
CW
543
CreativeOne Wealth
Kansas
$341K +$35K +191 +11%
JWCA
544
J.W. Cole Advisors
Florida
$341K +$125K +681 +56%
UB
545
UMB Bank
Missouri
$340K
SCA
546
Snowden Capital Advisors
New York
$339K +$318K +1,737 +1,092%
SPC
547
Sigma Planning Corp
Michigan
$336K +$18.8K +103 +6%
NRW
548
Nova R Wealth
Kansas
$330K
HCP
549
Hexagon Capital Partners
Arkansas
$328K +$17K +93 +5%
AWA
550
Arkadios Wealth Advisors
Georgia
$327K +$60K +328 +22%