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Name Holding Trade Value Shares
Change
Change in
Stake
QCG
526
Quadrant Capital Group
Ohio
$435K +$3.48K +13 +0.8%
WJWM
527
Williams Jones Wealth Management
New York
$434K
GT
528
Greenleaf Trust
Michigan
$434K +$9.91K +37 +2%
EC
529
EntryPoint Capital
New York
$434K +$456K +1,702 New
HI
530
Horizon Investments
North Carolina
$431K +$3.48K +13 +0.8%
HFO
531
Heritage Family Offices
Arizona
$423K +$3.21K +12 +0.7%
IIC
532
Ironwood Investment Counsel
Arizona
$421K
CI Investments Inc
533
CI Investments Inc
Ontario, Canada
$419K +$117K +437 +36%
NP
534
NorthRock Partners
Minnesota
$416K +$7.77K +29 +2%
DFCM
535
Dark Forest Capital Management
Puerto Rico
$415K +$19.6K +73 +5%
BFA
536
Bragg Financial Advisors
North Carolina
$411K -$45K -168 -9%
IAN
537
Integrated Advisors Network
Texas
$406K +$11.8K +44 +3%
SPIA
538
Steward Partners Investment Advisory
New York
$404K +$42.3K +158 +11%
CG
539
Caprock Group
Idaho
$400K +$420K +1,569 New
I
540
InceptionR
California
$392K +$413K +1,540 New
YIH
541
Y-Intercept (HK)
Hong Kong
$386K -$2.39M -8,932 -85%
RP
542
Riverwater Partners
Wisconsin
$385K +$65.4K +244 +19%
WP
543
WMS Partners
Maryland
$384K +$403K +1,505 New
FVWA
544
Foster Victor Wealth Advisors
South Carolina
$384K
PWG
545
Portside Wealth Group
Utah
$383K +$55.2K +206 +16%
VWMG
546
Virginia Wealth Management Group
Virginia
$382K
WT
547
Washington Trust
Rhode Island
$382K
SFG
548
SNS Financial Group
Minnesota
$381K +$268 +1 +0.1%
P
549
Pitcairn
Pennsylvania
$376K +$6.7K +25 +2%
TIAA Trust, National Association
550
TIAA Trust, National Association
North Carolina
$375K +$4.82K +18 +1%