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Name Holding Trade Value Shares
Change
Change in
Stake
ESCM
901
Echo Street Capital Management
New York
$551K +$326K +1,159 +140%
PGAM
902
Princeton Global Asset Management
New Jersey
$549K -$2.81K -10 -0.5%
SWM
903
Spire Wealth Management
Virginia
$545K -$224K -795 -29%
BLC
904
Brown, Lisle/Cummings
Rhode Island
$543K – – –
CWM
905
Congress Wealth Management
Massachusetts
$543K +$2.81K +10 +0.5%
PA
906
Parallel Advisors
California
$543K +$129K +460 +31%
EDRH
907
Edmond de Rothschild Holding
Switzerland
$540K +$282K +1,003 +106%
FLAM
908
First Light Asset Management
Minnesota
$539K – – –
RT
909
Rockland Trust
Massachusetts
$539K – – –
ETC
910
Exchange Traded Concepts
Oklahoma
$537K -$823K -2,923 -60%
KF
911
Krilogy Financial
Missouri
$537K -$331K -1,177 -38%
WPC
912
Wedmont Private Capital
Pennsylvania
$536K +$127K +451 +30%
VCA
913
Verdence Capital Advisors
Maryland
$534K -$174K -618 -24%
WCP
914
Welch Capital Partners
New York
$532K – – –
ECM
915
Evergreen Capital Management
Washington
$532K +$52.3K +186 +11%
PAS
916
Park Avenue Securities
New York
$530K +$183K +652 +52%
PGA
917
Portland Global Advisors
Maine
$529K -$50.7K -180 -9%
PWM
918
Perigon Wealth Management
California
$529K -$12.7K -45 -2%
BFEC
919
Benjamin F. Edwards & Company
Missouri
$529K -$6.47K -23 -1%
MIAS
920
Mason Investment Advisory Services
Virginia
$528K +$1.13K +4 +0.2%
HIA
921
Harbor Investment Advisory
Maryland
$528K -$3.38K -12 -0.6%
GA
922
Geller Advisors
New York
$527K +$21.4K +76 +4%
PP
923
PDS Planning
Ohio
$521K -$70.4K -250 -12%
AAS
924
Avantax Advisory Services
Texas
$518K -$49K -174 -9%
HWP
925
Highline Wealth Partners
California
$517K +$524K +1,863 New