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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
326
Private Advisor Group
New Jersey
$249K +$227K +4,177 New
CCG
327
Chatham Capital Group
Georgia
$248K +$225K +4,150 New
AR
328
Advisory Research
Illinois
$248K +$226K +4,154 New
ACM
329
Adalta Capital Management
New York
$245K +$223K +4,100 New
PWM
330
Perigon Wealth Management
California
$241K -$72.2K -1,329 -25%
BCM
331
Buckhead Capital Management
Georgia
$239K +$218K +4,010 New
CT
332
Caldwell Trust
Florida
$239K
BA
333
Bridgewater Associates
Connecticut
$234K +$212K +3,913 New
AWM
334
Argent Wealth Management
Massachusetts
$232K +$185K +3,411 New
Macquarie Group
335
Macquarie Group
Australia
$231K +$145K +2,676 +223%
SAM
336
Silvercrest Asset Management
New York
$230K +$209K +3,843 New
IRF
337
IBM Retirement Fund
New York
$230K +$209K +3,849 New
IFWM
338
Institute for Wealth Management
Colorado
$229K +$209K +3,840 New
RCA
339
Rowland Carmichael Advisors
Arizona
$226K -$196K -3,607 -49%
XM
340
XTX Markets
New York
$221K +$201K +3,701 New
LFAS
341
Level Four Advisory Services
Texas
$217K +$199K +3,658 New
BFC
342
Blue Fin Capital
Rhode Island
$214K +$195K +3,598 New
WAM
343
Wealthspire Advisors (Maryland)
Maryland
$207K +$188K +3,462 New
V
344
Veritable
Delaware
$205K +$187K +3,436 New
FHA
345
Flagship Harbor Advisors
Massachusetts
$197K +$3.1K +57 +2%
FC
346
FORA Capital
Florida
$169K +$154K +2,836 New
VI
347
Vestcor Inc
New Brunswick, Canada
$165K +$150K +2,771 New
CB
348
CNB Bank
Pennsylvania
$146K -$10.3K -189 -7%
SI
349
Stephens Inc
Arkansas
$145K -$109 -2 -0.1%
TC
350
Truvestments Capital
Florida
$140K +$105K +1,938 +458%