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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
426
Great Diamond Partners
Maine
$290K -$18.2K -55 -6%
KPWS
427
Kestra Private Wealth Services
Texas
$290K +$9.91K +30 +4%
BIAS
428
Beacon Investment Advisory Services
New Jersey
$287K – – –
CCA
429
Catalyst Capital Advisors
New York
$281K – – –
VAS
430
Vestmark Advisory Solutions
Massachusetts
$280K -$991 -3 -0.4%
AP
431
Advisor Partners
California
$276K -$15.9K -48 -5%
PA
432
Procyon Advisors
Connecticut
$275K +$12.9K +39 +5%
YIH
433
Y-Intercept (HK)
Hong Kong
$271K +$272K +824 New
AAP
434
Arax Advisory Partners
Colorado
$269K -$2.31K -7 -0.9%
MC
435
Middleton & Co
Massachusetts
$266K – – –
IP
436
Investment Partners
Ohio
$266K +$330 +1 +0.1%
TPWA
437
TRUE Private Wealth Advisors
Oregon
$262K +$1.32K +4 +0.5%
Mackenzie Financial
438
Mackenzie Financial
Ontario, Canada
$262K +$13.6K +41 +5%
BAM
439
Bruderman Asset Management
New York
$262K +$47.6K +144 +22%
AA
440
ALPS Advisors
Colorado
$261K -$5.29K -16 -2%
FAM
441
Fulcrum Asset Management
United Kingdom
$261K – – –
EDRH
442
Edmond de Rothschild Holding
Switzerland
$252K +$133K +401 +112%
MF
443
Magnetar Financial
Illinois
$250K -$1.65K -5 -0.7%
MAP
444
Milestone Advisory Partners
North Carolina
$249K – – –
PCM
445
Parsons Capital Management
Rhode Island
$249K – – –
DILIC
446
Dai-ichi Life Insurance Company
Japan
$247K +$246K +743 New
Vontobel Holding
447
Vontobel Holding
Switzerland
$243K +$250K +755 New
PFWA
448
Paces Ferry Wealth Advisors
Georgia
$242K -$23.1K -70 -9%
SCM
449
Seascape Capital Management
New Hampshire
$241K +$240K +726 New
PWS
450
Precision Wealth Strategies
Missouri
$238K +$237K +716 New