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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
701
Cypress Wealth Services
California
$231K +$1.29K +57 +0.5%
ACP
702
Ashfield Capital Partners
California
$228K
FMBTD
703
First Midwest Bank Trust Division
Illinois
$227K
Qube Research & Technologies (QRT)
704
Qube Research & Technologies (QRT)
United Kingdom
$227K +$234K +10,357 New
FWCM
705
Ferguson Wellman Capital Management
Oregon
$225K +$1.35K +60 +0.6%
NDSI
706
Newman Dignan & Sheerar Inc
Rhode Island
$224K +$232K +10,275 New
PL
707
Perpetual Ltd
Australia
$222K
VFA
708
Valeo Financial Advisors
Indiana
$222K +$80.7K +3,573 +55%
AIM
709
Anchor Investment Management
South Carolina
$217K
FC
710
Financial Consulate
Maryland
$217K -$746K -33,013 -77%
PFPT
711
Pinnacle Financial Partners (Tennessee)
Tennessee
$217K +$224K +9,903 New
PGA
712
Premia Global Advisors
Florida
$216K
SVCP
713
Silicon Valley Capital Partners
California
$214K +$1.45K +64 +0.7%
SC
714
SRB Corp
Massachusetts
$214K +$23.5K +1,039 +12%
WS
715
Wedbush Securities
California
$210K -$25.5K -1,130 -11%
GBBWRPM
716
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$210K +$1.6K +71 +0.7%
WPA
717
West Paces Advisors
Georgia
$209K +$166K +7,372 +344%
JCM
718
Jacobi Capital Management
Pennsylvania
$207K +$81K +3,587 +58%
MWM
719
Mission Wealth Management
California
$206K +$212K +9,376 New
HIC
720
Holderness Investments Company
North Carolina
$205K -$5.62K -249 -3%
FGC
721
Financial Gravity Companies
Texas
$204K -$22.2K -982 -9%
FGAM
722
Financial Gravity Asset Management
Texas
$204K +$214K +9,479 New
TPWA
723
TRUE Private Wealth Advisors
Oregon
$202K +$208K +9,202 New
WB
724
Webster Bank
Connecticut
$200K
SPC
725
Sigma Planning Corp
Michigan
$200K +$206K +9,140 New