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Name Holding Trade Value Shares
Change
Change in
Stake
PL
901
Perpetual Ltd
Australia
$278K
SNBOSD
902
Security National Bank of So Dak
Iowa
$278K
PWM
903
Perigon Wealth Management
California
$276K
GWM
904
Geneos Wealth Management
Colorado
$274K +$1.12K +6 +0.4%
QSS
905
Quantitative Systematic Strategies
Florida
$274K +$258K +1,388 New
Lido Advisors
906
Lido Advisors
California
$273K +$1.12K +6 +0.4%
SQA
907
Simon Quick Advisors
New Jersey
$271K +$2.79K +15 +1%
CFA
908
Cahill Financial Advisors
Minnesota
$267K -$17.8K -96 -7%
HSA
909
HBK Sorce Advisory
Pennsylvania
$266K -$27.3K -147 -10%
BOS
910
Bingham Osborn & Scarborough
California
$265K +$1.3K +7 +0.5%
CM
911
Capital Management
Virginia
$264K +$9.3K +50 +4%
PL
912
Parthenon LLC
Kentucky
$263K
VCM
913
Vivaldi Capital Management
Illinois
$263K +$248K +1,334 New
ED
914
Exane Derivatives
France
$257K +$242K +1,300 +130,000%
PWAP
915
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$254K
LFASL
916
Lugano Financial Advisors SA (LFA)
Switzerland
$254K +$16.7K +90 +8%
CNC
917
Citizens & Northern Corp
Pennsylvania
$252K -$6.32K -34 -3%
DJSG
918
D.J. St. Germain
Massachusetts
$252K +$16.9K +91 +8%
PPCM
919
Pillar Pacific Capital Management
California
$251K +$11K +59 +5%
BP
920
Ballentine Partners
Massachusetts
$249K +$235K +1,263 New
CWS
921
Cypress Wealth Services
California
$248K
HHAA
922
Henry H. Armstrong Associates
Pennsylvania
$244K -$1.02M -5,500 -82%
NIM
923
NuWave Investment Management
New Jersey
$243K +$10.8K +58 +5%
FNBT
924
FineMark National Bank & Trust
Florida
$242K +$228K +1,227 New
MOS
925
MGO One Seven
Ohio
$241K -$11.9K -64 -5%