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Name Holding Trade Value Shares
Change
Change in
Stake
PPP
1601
Private Portfolio Partners
New Jersey
$372K +$37.9K +871 +12%
Bank Julius Baer & Co
1602
Bank Julius Baer & Co
Switzerland
$372K +$53.8K +1,237 +18%
KFI
1603
Key Financial Inc
Pennsylvania
$371K – – –
CA
1604
Continuum Advisory
Idaho
$371K +$23.3K +536 +7%
FPS
1605
Fieldpoint Private Securities
Connecticut
$370K +$34.3K +788 +11%
MFW
1606
Meristem Family Wealth
Minnesota
$368K -$2.78K -64 -0.8%
VST
1607
Van Strum & Towne
California
$366K – – –
BWP
1608
BSW Wealth Partners
Colorado
$365K +$14.9K +342 +5%
PTP
1609
Platform Technology Partners
New York
$364K -$870 -20 -0.3%
Arrowstreet Capital
1610
Arrowstreet Capital
Massachusetts
$363K -$182K -4,178 -35%
QAM
1611
QCI Asset Management
New York
$363K -$15.5K -356 -4%
MPW
1612
Monterey Private Wealth
California
$363K +$91.4K +2,103 +37%
SSA
1613
Schonfeld Strategic Advisors
New York
$361K -$484K -11,127 -59%
CT
1614
Clearstead Trust
Maine
$361K – – –
BWM
1615
Biltmore Wealth Management
Arizona
$360K -$22.5K -517 -5%
BCA
1616
Bay Colony Advisors
Massachusetts
$359K +$338K +7,765 New
SWA
1617
Stratos Wealth Advisors
Ohio
$358K -$23.4K -539 -7%
TI
1618
tru Independence
Oregon
$357K -$362K -8,326 -52%
FMW
1619
Farr Miller & Washington
District of Columbia
$357K – – –
GC
1620
Gilbert & Cook
Iowa
$357K +$22.3K +512 +7%
FA
1621
Faithward Advisors
Pennsylvania
$356K – – –
TAM
1622
Trillium Asset Management
Massachusetts
$355K -$21.9K -504 -6%
SEIA
1623
Signature Estate & Investment Advisors
California
$355K -$14.6K -336 -4%
CYG
1624
Clean Yield Group
Vermont
$355K +$1.78K +41 +0.5%
CFG
1625
Cooper Financial Group
California
$355K +$79.8K +1,836 +31%