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Name Holding Trade Value Shares
Change
Change in
Stake
MA
601
Montag & Associates
Georgia
$343K – – –
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$343K +$11.4K +387 +3%
CCA
603
Checchi Capital Advisers
California
$332K -$10K -339 -3%
RGC
604
Roberts, Glore & Co
Illinois
$332K – – –
LWM
605
LBA Wealth Management
Florida
$329K -$2.95K -100 -0.9%
WI
606
Wintrust Investments
Illinois
$329K -$295 -10 -0.1%
WB
607
WesBanco Bank
West Virginia
$320K +$34.7K +1,175 +12%
WSFS
608
Wilmington Savings Fund Society
Delaware
$317K +$62K +2,100 +24%
Acadian Asset Management
609
Acadian Asset Management
Massachusetts
$312K +$69.2K +2,343 +29%
CC
610
Cedar Capital
Illinois
$309K +$12.3K +418 +4%
ED
611
Exane Derivatives
France
$309K +$89.9K +3,043 +41%
MHS
612
M Holdings Securities
Oregon
$306K -$2.01K -68 -0.7%
PCM
613
Penserra Capital Management
California
$303K +$7.5K +254 +3%
CS
614
Comerica Securities
Michigan
$302K +$300K +10,165 New
AIA
615
AIMZ Investment Advisors
California
$301K – – –
IA
616
IFP Advisors
Florida
$300K -$797 -27 -0.3%
FB
617
Fulton Bank
Pennsylvania
$299K +$30.3K +1,026 +11%
UB
618
UMB Bank
Missouri
$298K -$47K -1,591 -14%
FCI
619
Financial Counselors Inc
Kansas
$297K +$296K +10,010 New
DA
620
DSC Advisors
Illinois
$292K -$33.9K -1,147 -10%
RI
621
Ridgewood Investments
New Jersey
$292K +$290K +9,836 New
AIM
622
Anchor Investment Management
South Carolina
$281K -$2.51K -85 -0.9%
FIM
623
Fernwood Investment Management
Massachusetts
$280K -$23.6K -800 -8%
HW
624
Hedeker Wealth
Illinois
$276K – – –
CK
625
Cohen Klingenstein
New York
$273K – – –