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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
776
Prio Wealth Limited Partnership
Massachusetts
$279K – – –
MA
777
Mutual Advisors
Nebraska
$278K -$153K -957 -36%
GT
778
Greenleaf Trust
Michigan
$277K -$34.7K -217 -11%
MA
779
MONECO Advisors
Connecticut
$277K +$273K +1,706 New
WAM
780
Weiss Asset Management
Massachusetts
$271K +$71.3K +446 +36%
AssetMark Inc
781
AssetMark Inc
California
$270K +$219K +1,370 +471%
FT
782
Fiduciary Trust
Massachusetts
$270K +$266K +1,664 New
WDA
783
Wendell David Associates
New Hampshire
$268K – – –
HAG
784
HighPoint Advisor Group
Illinois
$265K -$18.9K -118 -8%
MCM
785
Manchester Capital Management
Vermont
$263K – – –
LB
786
Legacy Bridge
Iowa
$260K – – –
MMG
787
Monetary Management Group
Missouri
$260K – – –
HI
788
HBK Investments
Texas
$259K -$354K -2,210 -58%
ATIA
789
American Trust Investment Advisors
New Hampshire
$259K -$4K -25 -2%
FRM
790
Fox Run Management
Connecticut
$258K +$254K +1,587 New
JSL
791
JT Stratford LLC
Georgia
$257K +$253K +1,582 New
IIC
792
Ironwood Investment Counsel
Arizona
$256K +$15.7K +98 +7%
PFGIA
793
Patriot Financial Group Insurance Agency
Massachusetts
$255K -$188K -1,177 -43%
DAS
794
Dynamic Advisor Solutions
Arizona
$255K +$49.3K +308 +25%
GT
795
Glenview Trust
Kentucky
$254K – – –
FLPIM
796
F.L. Putnam Investment Management
Massachusetts
$254K +$59.4K +371 +31%
MC
797
Moors & Cabot
Massachusetts
$253K -$331K -2,066 -57%
Qube Research & Technologies (QRT)
798
Qube Research & Technologies (QRT)
United Kingdom
$253K +$249K +1,555 New
FNBT
799
FineMark National Bank & Trust
Florida
$250K +$23K +144 +10%
BBA
800
BLB&B Advisors
Pennsylvania
$249K -$8K -50 -3%