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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
426
Ritholtz Wealth Management
New York
$270K +$271K +3,353 New
AF
427
Allworth Financial
California
$269K +$3.71K +46 +1%
BA
428
Bridgewater Advisors
New York
$268K +$25.9K +321 +12%
Bessemer Group
429
Bessemer Group
New Jersey
$268K
LFAS
430
Level Four Advisory Services
Texas
$267K +$18.7K +231 +7%
AWM
431
Apollon Wealth Management
South Carolina
$266K -$39K -483 -13%
PWAM
432
Pinnacle West Asset Management
Wyoming
$261K -$2.02K -25 -0.8%
Lido Advisors
433
Lido Advisors
California
$259K +$18.8K +233 +8%
TPI
434
Trust Point Inc
Wisconsin
$258K +$26.5K +328 +11%
AP
435
Arlington Partners
Alabama
$258K
PWM
436
Perigon Wealth Management
California
$256K +$33.4K +414 +15%
JG
437
Jain Global
New York
$256K +$257K +3,185 New
RS
438
R Squared
Hong Kong
$254K -$76.8K -951 -23%
CA
439
Callahan Advisors
Texas
$252K -$1.7K -21 -0.7%
VCM
440
Versant Capital Management
Arizona
$249K +$185K +2,292 +285%
BCA
441
Bay Colony Advisors
Massachusetts
$245K +$246K +3,052 New
CNBTD
442
Citizens National Bank Trust Department
Mississippi
$244K -$186K -2,300 -43%
CTA
443
Colonial Trust Advisors
South Carolina
$240K -$66.5K -824 -22%
FCG
444
Fielder Capital Group
Tennessee
$236K +$238K +2,942 New
DG
445
DMC Group
Alabama
$234K -$43K -533 -15%
UBS AM
446
UBS AM
Illinois
$233K
RCM
447
Radnor Capital Management
Pennsylvania
$233K
Harris Associates
448
Harris Associates
Illinois
$233K -$32.3K -400 -12%
RI
449
Ridgewood Investments
New Jersey
$232K -$47.3K -586 -17%
DAS
450
Dynamic Advisor Solutions
Arizona
$230K +$231K +2,862 New