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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
AE Wealth Management
Kansas
$240K +$2.39K +12 +1%
BP
702
Ballentine Partners
Massachusetts
$239K -$398 -2 -0.2%
FPFS
703
First Personal Financial Services
North Carolina
$237K +$32K +161 +16%
CLOS
704
Compagnie Lombard Odier SCmA
Switzerland
$236K +$135K +679 +142%
PWM
705
Paulson Wealth Management
Illinois
$235K +$231K +1,159 New
PGFC
706
Peapack-Gladstone Financial Corp
New Jersey
$235K +$3.38K +17 +1%
FPCP
707
Fort Point Capital Partners
California
$228K +$224K +1,123 New
SPIA
708
Steward Partners Investment Advisory
New York
$226K +$25.3K +127 +13%
TI
709
Telemetry Investments
New York
$223K -$19.9K -100 -8%
QAM
710
Quantres Asset Management
Cayman Islands
$223K +$219K +1,100 New
MA
711
MUFG Americas
New York
$222K -$1.99K -10 -0.9%
FAAS
712
First Allied Advisory Services
California
$219K -$796 -4 -0.4%
OWP
713
Obermeyer Wealth Partners
Colorado
$219K +$214K +1,077 New
FMWA
714
Forvis Mazars Wealth Advisors
Missouri
$218K -$29.7K -149 -12%
MIM
715
Marco Investment Management
Georgia
$218K
PL
716
Parkwood LLC
Ohio
$215K -$131K -658 -38%
BB
717
Bell Bank
North Dakota
$213K -$71.3K -358 -25%
AA
718
Ancora Advisors
Ohio
$213K +$209K +1,050 New
BRC
719
Bell Rock Capital
Delaware
$211K
GIA
720
Granite Investment Advisors
New Hampshire
$203K -$99.5K -500 -33%
CRM
721
Cramer Rosenthal McGlynn
Connecticut
$203K
CC
722
Cadinha & Co
Hawaii
$203K +$199K +1,000 New
DIA
723
Denver Investment Advisors
Colorado
$203K +$199K +1,000 New
OC
724
Oarsman Capital
Wisconsin
$203K +$199K +1,000 New
TCOV
725
Trust Company of Vermont
Vermont
$200K -$30.3K -152 -13%