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Name Holding Trade Value Shares
Change
Change in
Stake
GT
501
Greenleaf Trust
Michigan
$420K +$5.78K +23 +1%
PGFC
502
Peapack-Gladstone Financial Corp
New Jersey
$420K +$1.26K +5 +0.3%
WJWM
503
Williams Jones Wealth Management
New York
$415K
EC
504
EntryPoint Capital
New York
$412K -$2.51K -10 -0.6%
EA
505
Everpar Advisors
Oklahoma
$411K -$44.5K -177 -9%
Simplex Trading
506
Simplex Trading
Illinois
$411K +$242K +964 +133%
PWG
507
Portside Wealth Group
Utah
$408K +$43.2K +172 +11%
IIC
508
Ironwood Investment Counsel
Arizona
$404K +$2.01K +8 +0.5%
GAM
509
Gotham Asset Management
New York
$400K +$413K +1,642 New
BA
510
Bridgewater Advisors
New York
$394K +$383K +1,522 New
BFA
511
Bragg Financial Advisors
North Carolina
$393K
QCM
512
QRG Capital Management
Illinois
$392K +$67.1K +267 +20%
AO
513
Advisor OS
Illinois
$390K -$32.9K -131 -8%
VWM
514
Venturi Wealth Management
Texas
$388K +$41.5K +165 +12%
CL
515
Choreo LLC
Illinois
$381K -$159K -634 -29%
NP
516
NorthRock Partners
Minnesota
$376K -$21.9K -87 -5%
BMCM
517
Bryn Mawr Capital Management
Pennsylvania
$371K +$39.2K +156 +11%
BWA
518
Burt Wealth Advisors
Maryland
$370K +$105K +417 +38%
SBFM
519
S-Bank Fund Management
Finland
$370K +$382K +1,519 New
AWA
520
Arkadios Wealth Advisors
Georgia
$370K +$381K +1,517 New
SFG
521
SNS Financial Group
Minnesota
$368K +$3.52K +14 +0.9%
P
522
Pitcairn
Pennsylvania
$366K +$7.04K +28 +2%
VWMG
523
Virginia Wealth Management Group
Virginia
$365K
WT
524
Washington Trust
Rhode Island
$365K
CF
525
Canoe Financial
Alberta, Canada
$360K +$371K +1,478 New