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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
1601
Bank Julius Baer & Co
Switzerland
$372K +$53.8K +1,237 +18%
KFI
1602
Key Financial Inc
Pennsylvania
$371K
CA
1603
Continuum Advisory
Idaho
$371K +$23.3K +536 +7%
FPS
1604
Fieldpoint Private Securities
Connecticut
$370K +$34.3K +788 +11%
MFW
1605
Meristem Family Wealth
Minnesota
$368K -$2.78K -64 -0.8%
VST
1606
Van Strum & Towne
California
$366K
BWP
1607
BSW Wealth Partners
Colorado
$365K +$14.9K +342 +5%
PTP
1608
Platform Technology Partners
New York
$364K -$870 -20 -0.3%
Arrowstreet Capital
1609
Arrowstreet Capital
Massachusetts
$363K -$182K -4,178 -35%
QAM
1610
QCI Asset Management
New York
$363K -$15.5K -356 -4%
MPW
1611
Monterey Private Wealth
California
$363K +$91.4K +2,103 +37%
SSA
1612
Schonfeld Strategic Advisors
New York
$361K -$484K -11,127 -59%
CT
1613
Clearstead Trust
Maine
$361K
BWM
1614
Biltmore Wealth Management
Arizona
$360K -$22.5K -517 -5%
BCA
1615
Bay Colony Advisors
Massachusetts
$359K +$338K +7,765 New
SWA
1616
Stratos Wealth Advisors
Ohio
$358K -$23.4K -539 -7%
TI
1617
tru Independence
Oregon
$357K -$362K -8,326 -52%
FMW
1618
Farr Miller & Washington
District of Columbia
$357K
GC
1619
Gilbert & Cook
Iowa
$357K +$22.3K +512 +7%
FA
1620
Faithward Advisors
Pennsylvania
$356K
TAM
1621
Trillium Asset Management
Massachusetts
$355K -$21.9K -504 -6%
SEIA
1622
Signature Estate & Investment Advisors
California
$355K -$14.6K -336 -4%
CYG
1623
Clean Yield Group
Vermont
$355K +$1.78K +41 +0.5%
CFG
1624
Cooper Financial Group
California
$355K +$79.8K +1,836 +31%
TYCC
1625
Texas Yale Capital Corp
Florida
$354K