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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
876
Park Avenue Securities
New York
$399K +$35.2K +141 +9%
MGAM
877
McGowan Group Asset Management
Texas
$396K -$16.7K -67 -4%
KFS
878
Kurt F. Somerville
$396K -$12.5K -50 -3%
HPM
879
Hudson Portfolio Management
New York
$395K – – –
GRP
880
Global Retirement Partners
California
$394K -$1.5K -6 -0.4%
YIA
881
YHB Investment Advisors
Connecticut
$392K -$145K -580 -26%
NME
882
Notis-McConarty Edward
$391K – – –
SWA
883
Stratos Wealth Advisors
Ohio
$391K +$46.5K +186 +13%
WBG
884
Wharton Business Group
Pennsylvania
$390K -$31.2K -125 -7%
B
885
Barings
North Carolina
$388K -$8.24K -33 -2%
CIA
886
Choate Investment Advisors
Massachusetts
$385K -$158K -631 -28%
KB
887
Kimelman & Baird
New York
$381K +$401K +1,606 New
OWA
888
Outlook Wealth Advisors
Texas
$379K +$399K +1,599 New
ACP
889
Ashfield Capital Partners
California
$378K -$1.75K -7 -0.4%
WAM
890
Weatherly Asset Management
California
$377K -$749 -3 -0.2%
CB
891
Community Bank
New York
$375K – – –
JGGDR
892
JGP Global Gestao de Recursos
Brazil
$374K +$999 +4 +0.3%
RC
893
Rinet Company
Massachusetts
$373K – – –
ICG
894
InterOcean Capital Group
Tennessee
$372K – – –
BG
895
Bahl & Gaynor
Ohio
$371K – – –
GA
896
Geller Advisors
New York
$367K -$500 -2 -0.1%
GCIA
897
Gabelli & Co Investment Advisers
New York
$367K – – –
AWM
898
Adams Wealth Management
Utah
$366K +$6.49K +26 +2%
WANY
899
Wealthspire Advisors (New York)
New York
$365K -$628K -2,516 -62%
CC
900
Chicago Capital
Illinois
$363K – – –