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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
501
Seneca Financial Advisors
New York
$263K
MC
502
Machina Capital
France
$263K +$246K +3,000 New
PA
503
Pinnacle Associates
New York
$262K +$248K +3,022 New
HAG
504
HighPoint Advisor Group
Illinois
$257K -$1.89K -23 -0.7%
SLAM
505
Swiss Life Asset Management
$256K -$316K -3,859 -57%
S
506
SignatureFD
Georgia
$254K +$2.54K +31 +1%
EWM
507
Evercore Wealth Management
New York
$253K -$1.48K -18 -0.6%
GI
508
GAMMA Investing
California
$250K +$38K +464 +19%
HTC
509
Haverford Trust Company
Pennsylvania
$247K +$231K +2,821 New
CWM
510
Cordatus Wealth Management
Pennsylvania
$246K -$820 -10 -0.4%
FL
511
Fort LP
Maryland
$246K -$6.72K -82 -3%
CI Investments Inc
512
CI Investments Inc
Ontario, Canada
$245K +$25.5K +311 +12%
ONB
513
Old National Bancorp
Indiana
$242K -$5.99K -73 -3%
TH
514
TCTC Holdings
Texas
$241K +$738 +9 +0.3%
O
515
Ossiam
France
$234K -$19.1K -233 -8%
MAS
516
Meeder Advisory Services
Ohio
$234K +$10.3K +126 +5%
DP
517
Dearborn Partners
Illinois
$233K -$14.1K -172 -6%
SWA
518
Stratos Wealth Advisors
Ohio
$231K -$5.08K -62 -2%
TPI
519
Trust Point Inc
Wisconsin
$231K +$216K +2,637 New
SOW
520
State of Wyoming
Wyoming
$230K -$14.2K -173 -6%
IA
521
IFP Advisors
Florida
$229K +$51.8K +632 +32%
UCFA
522
United Capital Financial Advisors
Texas
$227K +$4.43K +54 +2%
GA
523
Geller Advisors
New York
$226K
IA
524
Inspire Advisors
Idaho
$224K +$210K +2,555 New
ZAM
525
Zevin Asset Management
Massachusetts
$223K