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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
426
Kestra Private Wealth Services
Texas
$290K +$9.91K +30 +4%
BIAS
427
Beacon Investment Advisory Services
New Jersey
$287K
CCA
428
Catalyst Capital Advisors
New York
$281K
VAS
429
Vestmark Advisory Solutions
Massachusetts
$280K -$991 -3 -0.4%
AP
430
Advisor Partners
California
$276K -$15.9K -48 -5%
PA
431
Procyon Advisors
Connecticut
$275K +$12.9K +39 +5%
YIH
432
Y-Intercept (HK)
Hong Kong
$271K +$272K +824 New
AAP
433
Arax Advisory Partners
Colorado
$269K -$2.31K -7 -0.9%
MC
434
Middleton & Co
Massachusetts
$266K
IP
435
Investment Partners
Ohio
$266K +$330 +1 +0.1%
TPWA
436
TRUE Private Wealth Advisors
Oregon
$262K +$1.32K +4 +0.5%
Mackenzie Financial
437
Mackenzie Financial
Ontario, Canada
$262K +$13.6K +41 +5%
BAM
438
Bruderman Asset Management
New York
$262K +$47.6K +144 +22%
AA
439
ALPS Advisors
Colorado
$261K -$5.29K -16 -2%
FAM
440
Fulcrum Asset Management
United Kingdom
$261K
EDRH
441
Edmond de Rothschild Holding
Switzerland
$252K +$133K +401 +112%
MF
442
Magnetar Financial
Illinois
$250K -$1.65K -5 -0.7%
MAP
443
Milestone Advisory Partners
North Carolina
$249K
PCM
444
Parsons Capital Management
Rhode Island
$249K
DILIC
445
Dai-ichi Life Insurance Company
Japan
$247K +$246K +743 New
Vontobel Holding
446
Vontobel Holding
Switzerland
$243K +$250K +755 New
PFWA
447
Paces Ferry Wealth Advisors
Georgia
$242K -$23.1K -70 -9%
SCM
448
Seascape Capital Management
New Hampshire
$241K +$240K +726 New
PWS
449
Precision Wealth Strategies
Missouri
$238K +$237K +716 New
NNP
450
Nachman Norwood & Parrott
South Carolina
$236K