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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
601
Pinnacle Private Wealth
Massachusetts
$297K +$327K +1,357 New
BCA
602
Biltmore Capital Advisors
New Jersey
$296K +$12.8K +53 +4%
Great Lakes Advisors
603
Great Lakes Advisors
Illinois
$295K +$41.9K +174 +15%
WAP
604
Wealthcare Advisory Partners
Pennsylvania
$289K +$77.1K +320 +32%
SFI
605
Siemens Fonds Invest
Germany
$288K -$1.2K -5 -0.4%
Harvest Fund Management
606
Harvest Fund Management
China
$288K +$104K +431 +50%
LSA
607
Lion Street Advisors
Texas
$285K – – –
DWM
608
Darwin Wealth Management
Florida
$285K +$431K +1,791 New
FFA
609
First Foundation Advisors
California
$284K +$7.47K +31 +2%
Bessemer Group
610
Bessemer Group
New Jersey
$283K -$16.9K -70 -5%
FPS
611
Fieldpoint Private Securities
Connecticut
$282K +$2.41K +10 +0.8%
CMI
612
Clare Market Investments
Texas
$279K +$307K +1,275 New
CS
613
Comerica Securities
Michigan
$279K -$35.2K -146 -10%
Great Valley Advisor Group
614
Great Valley Advisor Group
Delaware
$279K +$73.5K +305 +31%
BAM
615
Berkshire Asset Management
Pennsylvania
$277K +$304K +1,263 New
Gofen & Glossberg
616
Gofen & Glossberg
Illinois
$276K – – –
FCM
617
Fortis Capital Management
Washington
$274K -$2.29M -9,489 -88%
CAGAS
618
Capital Advisory Group Advisory Services
Minnesota
$269K -$835K -3,466 -74%
Jasper Ridge Partners
619
Jasper Ridge Partners
California
$268K -$8.68M -36,042 -97%
TAM
620
Trust Asset Management
Texas
$267K – – –
HB Wealth Management
621
HB Wealth Management
Georgia
$267K +$294K +1,221 New
AC
622
Annandale Capital
Texas
$263K +$289K +1,200 New
Lido Advisors
623
Lido Advisors
California
$263K +$290K +1,204 New
JSL
624
JT Stratford LLC
Georgia
$258K +$9.39K +39 +3%
Caprock Group
625
Caprock Group
Idaho
$257K -$166K -690 -37%