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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
Blossom Wealth Management
California
$342K +$24.5K +255 +8%
RIM
402
Redpoint Investment Management
Australia
$342K +$323K +3,361 New
UF
403
Univest Financial
Pennsylvania
$341K -$32.4K -338 -9%
BCM
404
Brookstone Capital Management
Illinois
$338K +$315K +3,285 New
I
405
INVST
Indiana
$335K
V
406
Veritable
Delaware
$328K -$38.8K -404 -11%
CFG
407
Citizens Financial Group
Rhode Island
$327K -$147K -1,531 -32%
GT
408
Greenleaf Trust
Michigan
$322K +$11.9K +124 +4%
IWM
409
IHT Wealth Management
Illinois
$320K +$1.63K +17 +0.5%
VanEck Associates
410
VanEck Associates
New York
$318K +$41.3K +430 +16%
HWAM
411
Hennion & Walsh Asset Management
New Jersey
$318K +$300K +3,126 New
IC
412
Inverness Counsel
New York
$311K -$68.8K -717 -19%
LSA
413
Leonteq Securities AG
Switzerland
$309K -$202K -2,108 -41%
LS
414
Livforsakringsbolaget Skandia
Sweden
$304K
IA
415
IndexIQ Advisors
New York
$304K +$71.5K +745 +33%
EH
416
EMG Holdings
Connecticut
$301K
SVWAG
417
Sound View Wealth Advisors Group
Georgia
$301K +$14.7K +153 +5%
RSWM
418
Robertson Stephens Wealth Management
California
$300K +$283K +2,952 New
PWP
419
Pursue Wealth Partners
California
$299K +$282K +2,941 New
PI
420
Putnam Investments
Massachusetts
$297K -$32.3M -336,578 -99%
CI
421
Cigna Investments
Connecticut
$295K -$116K -1,205 -29%
AWE
422
Avidian Wealth Enterprises
Texas
$293K +$276K +2,878 New
BSW
423
Buckingham Strategic Wealth
Missouri
$292K +$26.7K +278 +11%
ADMI
424
Albert D. Mason Inc
Massachusetts
$282K +$1.92K +20 +0.7%
CAPTRUST Financial Advisors
425
CAPTRUST Financial Advisors
North Carolina
$281K -$39.5K -411 -13%