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Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
426
Beacon Investment Advisory Services
New Jersey
$267K – – –
QIM
427
Quantitative Investment Management
Virginia
$266K +$273K +864 New
KPWS
428
Kestra Private Wealth Services
Texas
$264K -$9.18K -29 -3%
CCA
429
Catalyst Capital Advisors
New York
$261K – – –
EDRH
430
Edmond de Rothschild Holding
Switzerland
$260K +$26.9K +85 +11%
GDP
431
Great Diamond Partners
Maine
$257K -$12.3K -39 -4%
PWS
432
Precision Wealth Strategies
Missouri
$256K +$36.4K +115 +16%
SWM
433
Spire Wealth Management
Virginia
$256K +$262K +828 New
BAM
434
Bruderman Asset Management
New York
$255K +$12K +38 +5%
KWM
435
Kingsview Wealth Management
Oregon
$249K +$45.9K +145 +23%
IP
436
Investment Partners
Ohio
$248K +$633 +2 +0.2%
MC
437
Middleton & Co
Massachusetts
$247K – – –
AP
438
Advisor Partners
California
$244K -$13K -41 -5%
MAP
439
Milestone Advisory Partners
North Carolina
$231K – – –
PCM
440
Parsons Capital Management
Rhode Island
$231K – – –
ECM
441
Estabrook Capital Management
New York
$230K -$60.1K -190 -20%
BA
442
Bridgewater Associates
Connecticut
$229K -$2.51M -7,947 -91%
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$229K -$94.9K -300 -29%
DILIC
444
Dai-ichi Life Insurance Company
Japan
$229K – – –
MAM
445
Meeder Asset Management
Ohio
$229K +$193K +611 +466%
CIBC World Market
446
CIBC World Market
Ontario, Canada
$229K +$234K +741 New
PFWA
447
Paces Ferry Wealth Advisors
Georgia
$226K +$1.58K +5 +0.7%
NNP
448
Nachman Norwood & Parrott
South Carolina
$219K – – –
Vontobel Holding
449
Vontobel Holding
Switzerland
$217K -$16.8K -53 -7%
ANTB
450
AMG National Trust Bank
Colorado
$215K +$6.96K +22 +3%