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Name Holding Trade Value Shares
Change
Change in
Stake
Axa
651
Axa
France
$379K -$1.1M -4,808 -66%
IP
652
Intellectus Partners
California
$379K +$328K +1,439 +137%
AMC
653
Asset Management Corp
Illinois
$378K +$567K +2,485 New
HIIFS
654
Harel Insurance Investments & Financial Services
Israel
$376K -$44.2K -194 -7%
3F
655
360 Financial
Minnesota
$376K
TC
656
Truvestments Capital
Florida
$374K +$74.3K +326 +15%
PA
657
Pinnacle Associates
New York
$374K +$560K +2,456 New
MOS
658
MGO One Seven
Ohio
$373K +$558K +2,446 New
PHK
659
Point72 Hong Kong
Hong Kong
$370K -$2.65M -11,622 -83%
KIA
660
KCM Investment Advisors
California
$369K +$21K +92 +4%
GPA
661
Guerra Pan Advisors
New Jersey
$369K +$552K +2,421 New
NP
662
NorthRock Partners
Minnesota
$364K +$153K +673 +39%
WCA
663
Westover Capital Advisors
Delaware
$362K -$52.2K -229 -9%
MC
664
Manteio Capital
New Jersey
$362K +$541K +2,374 New
CNC
665
Canandaigua National Corp
New York
$359K +$537K +2,354 New
HG
666
Herbst Group
Connecticut
$359K +$538K +2,360 New
LNC
667
Lincoln National Corp
Pennsylvania
$358K +$15.3K +67 +3%
WA
668
Wealth Architects
California
$351K +$240K +1,051 +84%
IAN
669
Integrated Advisors Network
Texas
$349K -$561K -2,459 -52%
SGA
670
Seaport Global Advisors
Massachusetts
$349K +$522K +2,290 New
ISWM
671
Independent Solutions Wealth Management
New York
$348K +$521K +2,284 New
WTC
672
WhitTier Trust Company
Nevada
$346K +$31.7K +139 +7%
CGL
673
Clarius Group LLC
Washington
$345K -$61.8K -271 -11%
GWM
674
Geneos Wealth Management
Colorado
$345K +$62.2K +273 +14%
VAM
675
Vienna Asset Management
California
$345K +$517K +2,268 New