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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
426
Catalyst Capital Advisors
New York
$261K
EDRH
427
Edmond de Rothschild Holding
Switzerland
$260K +$26.9K +85 +11%
GDP
428
Great Diamond Partners
Maine
$257K -$12.3K -39 -4%
PWS
429
Precision Wealth Strategies
Missouri
$256K +$36.4K +115 +16%
SWM
430
Spire Wealth Management
Virginia
$256K +$262K +828 New
BAM
431
Bruderman Asset Management
New York
$255K +$12K +38 +5%
KWM
432
Kingsview Wealth Management
Oregon
$249K +$45.9K +145 +23%
IP
433
Investment Partners
Ohio
$248K +$633 +2 +0.2%
MC
434
Middleton & Co
Massachusetts
$247K
AP
435
Advisor Partners
California
$244K -$13K -41 -5%
MAP
436
Milestone Advisory Partners
North Carolina
$231K
PCM
437
Parsons Capital Management
Rhode Island
$231K
ECM
438
Estabrook Capital Management
New York
$230K -$60.1K -190 -20%
BA
439
Bridgewater Associates
Connecticut
$229K -$2.51M -7,947 -91%
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$229K -$94.9K -300 -29%
DILIC
441
Dai-ichi Life Insurance Company
Japan
$229K
MAM
442
Meeder Asset Management
Ohio
$229K +$193K +611 +466%
CIBC World Market
443
CIBC World Market
Ontario, Canada
$229K +$234K +741 New
PFWA
444
Paces Ferry Wealth Advisors
Georgia
$226K +$1.58K +5 +0.7%
NNP
445
Nachman Norwood & Parrott
South Carolina
$219K
Vontobel Holding
446
Vontobel Holding
Switzerland
$217K -$16.8K -53 -7%
ANTB
447
AMG National Trust Bank
Colorado
$215K +$6.96K +22 +3%
SAM
448
Seelaus Asset Management
New Jersey
$213K +$218K +690 New
LJHT
449
Laurie J. Hall Trustee
$206K
CIC
450
Crawford Investment Counsel
Georgia
$204K -$5.06K -16 -2%