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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
151
Park Avenue Securities
New York
$275K +$5.46K +186 +2%
CCA
152
Checchi Capital Advisers
California
$274K +$4.93K +168 +2%
SFM
153
Signet Financial Management
New Jersey
$270K -$16.8K -571 -6%
WE
154
Wealth Effects
Massachusetts
$267K +$278K +9,450 New
SW
155
SVB Wealth
Massachusetts
$262K -$268K -9,109 -50%
FWIA
156
Fort Washington Investment Advisors
Ohio
$259K
PGFC
157
Peapack-Gladstone Financial Corp
New Jersey
$257K +$7.49K +255 +3%
Pzena Investment Management
158
Pzena Investment Management
New York
$255K -$44.1K -1,500 -14%
AFC
159
AFT Forsyth & Company
Florida
$255K +$2.35K +80 +7%
SG
160
StoneX Group
New York
$254K +$264K +8,984 New
BP
161
Ballentine Partners
Massachusetts
$253K +$263K +8,962 New
IC
162
Intersect Capital
California
$253K +$263K +8,969 New
ARG
163
Advisory Resource Group
Oklahoma
$246K +$8.02K +273 +3%
Boston Partners
164
Boston Partners
Massachusetts
$241K +$14.4K +491 +6%
SFA
165
Sequoia Financial Advisors
Ohio
$240K +$250K +8,506 New
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$237K +$247K +8,393 New
BWP
167
BSW Wealth Partners
Colorado
$236K +$245K +8,356 New
ECM
168
Evergreen Capital Management
Washington
$236K +$245K +8,356 New
Twin Tree Management
169
Twin Tree Management
Texas
$229K +$236K +8,026 +9,788%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$225K +$16.4K +557 +8%
CWM
171
Cadence Wealth Management
Massachusetts
$224K -$3.96K -135 -2%
AP
172
Americana Partners
Texas
$223K -$228K -7,763 -49%
SSA
173
Schonfeld Strategic Advisors
New York
$220K -$332K -11,300 -59%
GT
174
Greenleaf Trust
Michigan
$220K +$8.66K +295 +4%
WAM
175
Weatherly Asset Management
California
$218K