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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
526
Lombard Odier Asset Management (Switzerland)
Switzerland
$253K +$245K +1,504 New
AWM
527
AE Wealth Management
Kansas
$251K +$243K +1,493 New
ECM
528
Evergreen Capital Management
Washington
$250K
GWSG
529
GPS Wealth Strategies Group
Colorado
$249K
HTC
530
Haverford Trust Company
Pennsylvania
$249K
FFM
531
Forum Financial Management
Illinois
$248K +$241K +1,478 New
CG
532
Colony Group
Massachusetts
$247K -$11.7K -72 -5%
BTWM
533
Baker Tilly Wealth Management
Wisconsin
$247K
Axa
534
Axa
France
$246K -$1.78M -10,913 -88%
PGFC
535
Peapack-Gladstone Financial Corp
New Jersey
$246K
Rockefeller Capital Management
536
Rockefeller Capital Management
New York
$245K -$82.7K -508 -26%
CFGS
537
Concourse Financial Group Securities
Alabama
$242K -$17.1K -105 -7%
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$242K +$235K +1,442 New
AIP
539
Ameritas Investment Partners
Nebraska
$240K -$18.2K -112 -7%
LP
540
LMR Partners
United Kingdom
$240K +$233K +1,428 New
PTC
541
Private Trust Company
Ohio
$240K +$233K +1,429 New
SWP
542
Stratos Wealth Partners
Ohio
$239K +$11.7K +72 +5%
PFPT
543
Pinnacle Financial Partners (Tennessee)
Tennessee
$237K +$230K +1,413 New
PAS
544
Park Avenue Securities
New York
$236K +$229K +1,407 New
NRS
545
Neville Rodie & Shaw
New York
$235K
BL
546
Balentine LLC
Georgia
$235K +$227K +1,396 New
CTA
547
Chesley Taft & Associates
Illinois
$230K +$223K +1,370 New
AWA
548
Aaron Wealth Advisors
Illinois
$227K +$221K +1,354 New
CGL
549
Clarius Group LLC
Washington
$224K +$217K +1,330 New
BPM
550
Bowling Portfolio Management
Ohio
$224K +$217K +1,334 New