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Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
626
Newman Dignan & Sheerar Inc
Rhode Island
$273K -$12.6K -75 -4%
SFA
627
Sequoia Financial Advisors
Ohio
$273K +$22.8K +136 +9%
LWM
628
Lyell Wealth Management
California
$272K -$5.02K -30 -2%
SS
629
Sunbelt Securities
Texas
$271K +$35.3K +211 +15%
HB
630
Homrich & Berg
Georgia
$269K +$2.17K +13 +0.8%
RSWM
631
Robertson Stephens Wealth Management
California
$269K +$271K +1,622 New
TAM
632
Trillium Asset Management
Massachusetts
$269K +$276K +1,648 New
FPS
633
Fieldpoint Private Securities
Connecticut
$268K -$96.9K -579 -26%
LCM
634
LVM Capital Management
Michigan
$268K
PP
635
Paloma Partners
Connecticut
$266K +$273K +1,630 New
ACA
636
Aptus Capital Advisors
Alabama
$264K -$10.2K -61 -4%
WPW
637
Waldron Private Wealth
Pennsylvania
$264K +$270K +1,615 New
PAMG
638
Patton Albertson Miller Group
Tennessee
$259K -$6.69K -40 -2%
CSS
639
Cubist Systematic Strategies
Connecticut
$257K -$617K -3,689 -70%
SWM
640
SVA Wealth Management
Wisconsin
$256K -$35.3K -211 -12%
FPCG
641
Fort Pitt Capital Group
Pennsylvania
$256K
BRWA
642
B. Riley Wealth Advisors
Florida
$256K +$51.4K +307 +24%
PTC
643
Private Trust Company
Ohio
$254K -$18.1K -108 -6%
QCIG
644
Quad-Cities Investment Group
Iowa
$254K
ECM
645
Evergreen Capital Management
Washington
$253K -$30.3K -181 -10%
NHC
646
Nicholas Hoffman & Company
Georgia
$253K
TW
647
Transform Wealth
Colorado
$252K -$66.9K -400 -21%
EW
648
Evoke Wealth
California
$251K +$254K +1,520 New
GFS
649
GYL Financial Synergies
Connecticut
$249K -$837 -5 -0.3%
BCA
650
Bay Colony Advisors
Massachusetts
$248K +$15.1K +90 +6%