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Name Holding Trade Value Shares
Change
Change in
Stake
RC
651
RegentAtlantic Capital
New Jersey
$346K -$1.66K -72 -0.5%
BWP
652
Baldwin Wealth Partners
Massachusetts
$336K +$343K +14,916 New
WJWM
653
Williams Jones Wealth Management
New York
$335K -$4.6K -200 -1%
SAM
654
SignalPoint Asset Management
Missouri
$332K -$6.85K -298 -2%
AFS
655
Access Financial Services
Minnesota
$331K -$42.6K -1,854 -11%
PK
656
Pflug Koory
Nebraska
$331K -$32.6K -1,420 -9%
SBH
657
Segall Bryant & Hamill
Illinois
$330K -$15.4K -668 -4%
EI
658
Ethic Inc
New York
$330K +$113K +4,912 +51%
DAM
659
Delta Asset Management
Tennessee
$329K
OL
660
Optas LLC
Texas
$325K +$330K +14,370 New
FHA
661
Flagship Harbor Advisors
Massachusetts
$321K +$142K +6,196 +77%
Cerity Partners
662
Cerity Partners
New York
$320K +$46K +2,000 +16%
MHC
663
Meyer Handelman Company
New York
$316K
PP
664
PrairieView Partners
Minnesota
$316K
BFO
665
Boston Family Office
Massachusetts
$313K
PIM
666
Penobscot Investment Management
Massachusetts
$311K
PAMP
667
Polar Asset Management Partners
Ontario, Canada
$311K +$317K +13,780 New
MFS
668
Mirabella Financial Services
United Kingdom
$309K +$315K +13,710 New
BUB
669
BBVA USA Bancshares
Texas
$308K -$2.39K -104 -0.8%
DADC
670
D.A. Davidson & Co
Montana
$308K
SFSG
671
Stearns Financial Services Group
North Carolina
$307K -$22.1K -960 -7%
E
672
Ergoteles
New York
$307K +$313K +13,600 New
BFA
673
Beaumont Financial Advisors
Massachusetts
$307K +$313K +13,604 New
CCM
674
Check Capital Management
California
$305K
ClearBridge Investments
675
ClearBridge Investments
New York
$302K -$45.2K -1,966 -13%