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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
651
Founders Financial Securities
Maryland
$346K +$14.9K +133 +5%
HSA
652
HBK Sorce Advisory
Pennsylvania
$345K -$454K -4,057 -58%
FB
653
Fulton Bank
Pennsylvania
$340K +$28.1K +251 +9%
DGAM
654
Desjardins Global Asset Management
Quebec, Canada
$335K +$190K +1,698 +143%
SW
655
SVB Wealth
Massachusetts
$335K -$69.2K -618 -18%
PCS
656
Personal CFO Solutions
New Jersey
$333K +$9.07K +81 +3%
WPW
657
Waldron Private Wealth
Pennsylvania
$332K +$2.91K +26 +0.9%
PFO
658
Pathstone Family Office
New Jersey
$331K -$709K -6,338 -69%
RWA
659
Redhawk Wealth Advisors
Minnesota
$329K -$21.3K -190 -6%
NIMI
660
Natixis Investment Managers International
France
$328K -$63K -563 -17%
MSS
661
Mitchell Sinkler & Starr
Pennsylvania
$326K +$30.4K +272 +11%
PA
662
Parallel Advisors
California
$319K -$42.3K -378 -12%
FAIM
663
Financial Advocates Investment Management
Washington
$305K -$670K -5,981 -69%
HWA
664
Heritage Wealth Advisors
Virginia
$304K
CPRC
665
Consolidated Portfolio Review Corp
New York
$303K +$292K +2,608 New
FCBT
666
First Citizens Bank & Trust
North Carolina
$302K +$30.7K +274 +12%
CCA
667
Checchi Capital Advisers
California
$300K -$37.9K -339 -12%
SIM
668
Sentry Investment Management
Wisconsin
$298K -$125K -1,120 -30%
FMLI
669
Fukoku Mutual Life Insurance
Japan
$298K
DCM
670
Dupont Capital Management
Delaware
$297K -$1.22M -10,881 -81%
IF
671
Intrua Financial
Texas
$297K
GLA
672
Great Lakes Advisors
Illinois
$297K -$14.8K -132 -5%
Parnassus Investments
673
Parnassus Investments
California
$294K +$72.2K +645 +34%
IPAM
674
ICICI Prudential Asset Management
India
$287K +$59.9K +535 +28%
OIA
675
OneDigital Investment Advisors
Kansas
$287K +$276K +2,468 New