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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Apollon Wealth Management
South Carolina
$679K +$93.1K +520 +16%
BFG
502
Bleakley Financial Group
New Jersey
$678K -$2.87K -16 -0.4%
SW
503
Simplicity Wealth
New Jersey
$678K -$2.87K -16 -0.4%
WA
504
Wealth Alliance
New York
$661K -$16.3K -91 -2%
TMAM
505
Tokio Marine Asset Management
Japan
$656K -$290K -1,619 -31%
IIM
506
INTECH Investment Management
Florida
$653K -$65.9K -368 -9%
GPFA
507
Game Plan Financial Advisors
Ohio
$651K +$646K +3,609 New
FCCM
508
First City Capital Management
Georgia
$648K – – –
FNBT
509
FineMark National Bank & Trust
Florida
$646K -$126K -703 -16%
JIC
510
Joel Isaacson & Co
New York
$641K +$636K +3,550 New
NSAM
511
North Star Asset Management
Wisconsin
$637K +$4.48K +25 +0.7%
TCOT
512
Trust Company of Toledo
Ohio
$636K +$17.9K +100 +3%
Acadian Asset Management
513
Acadian Asset Management
Massachusetts
$634K +$631K +3,524 New
PP
514
Paloma Partners
Connecticut
$632K +$627K +3,500 New
RWP
515
RWA Wealth Partners
Massachusetts
$631K -$1.43K -8 -0.2%
WIM
516
Waverton Investment Management
United Kingdom
$623K – – –
BHWM
517
Bar Harbor Wealth Management
New Hampshire
$620K -$13.3K -74 -2%
CDH
518
Charles D. Hyman
$619K – – –
FCFC
519
First Commonwealth Financial Corp
Pennsylvania
$611K -$20.1K -112 -3%
BJL
520
Brighton Jones LLC
Washington
$610K +$156K +871 +35%
CG
521
Caprock Group
Idaho
$608K +$603K +3,369 New
Capstone Investment Advisors
522
Capstone Investment Advisors
New York
$607K -$54.6K -305 -8%
CPA
523
Capital Planning Advisors
California
$603K -$15.9K -89 -3%
DADC
524
D.A. Davidson & Co
Montana
$602K -$48.9K -273 -8%
GPA
525
Guerra Pan Advisors
New Jersey
$599K – – –