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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
651
Dorsey & Whitney Trust
South Dakota
$246K -$35.2K -583 -13%
Congress Wealth Management
652
Congress Wealth Management
Massachusetts
$245K +$244K +4,043 New
CIM
653
Cambria Investment Management
California
$245K – – –
JPMIA
654
J.P. Marvel Investment Advisors
Massachusetts
$243K -$44.4K -735 -16%
BHPW
655
Beverly Hills Private Wealth
California
$243K +$18.6K +308 +8%
GCIA
656
Gabelli & Co Investment Advisers
New York
$243K +$242K +4,000 New
KOC
657
Koss-Olinger Consulting
Florida
$241K +$240K +3,968 New
Perigon Wealth Management
658
Perigon Wealth Management
California
$241K +$240K +3,967 New
CWM
659
Cornerstone Wealth Management
Missouri
$239K +$3.63K +60 +2%
FHA
660
Flagship Harbor Advisors
Massachusetts
$237K +$236K +3,905 New
Baird Financial Group
661
Baird Financial Group
Wisconsin
$236K +$235K +3,883 New
TD Private Client Wealth
662
TD Private Client Wealth
New York
$235K +$189K +3,126 +415%
CC
663
Callan Capital
California
$234K +$233K +3,860 New
ZBNA
664
Zions Bancorporation, National Association
Utah
$234K +$233K +3,855 New
Parallel Advisors
665
Parallel Advisors
California
$234K -$29.5K -488 -11%
FMLI
666
Fukoku Mutual Life Insurance
Japan
$234K – – –
Carnegie Investment Counsel
667
Carnegie Investment Counsel
Ohio
$234K +$13K +215 +6%
Coldstream Capital Management
668
Coldstream Capital Management
Washington
$234K -$117K -1,932 -33%
WWC
669
Waypoint Wealth Counsel
Georgia
$230K +$229K +3,783 New
Larson Financial Group
670
Larson Financial Group
Missouri
$229K +$32.9K +545 +17%
Hudson Bay Capital Management
671
Hudson Bay Capital Management
Connecticut
$228K +$227K +3,750 New
AE Wealth Management
672
AE Wealth Management
Kansas
$225K -$61.8K -1,022 -22%
Advisory Services Network
673
Advisory Services Network
Georgia
$225K -$2.54K -42 -1%
BA
674
Bridgewater Advisors
New York
$224K +$229K +3,782 New
Arax Advisory Partners
675
Arax Advisory Partners
Colorado
$223K +$184K +3,050 +483%