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Name Holding Trade Value Shares
Change
Change in
Stake
4A
976
4Wealth Advisors
Illinois
$268K +$283K +1,580 New
LIM
977
Letson Investment Management
Georgia
$267K – – –
Bleakley Financial Group
978
Bleakley Financial Group
New Jersey
$266K -$66.9K -373 -19%
BHPW
979
Beverly Hills Private Wealth
California
$264K +$717 +4 +0.3%
OAM
980
Ostrum Asset Management
France
$263K -$1.62M -9,033 -85%
TTWM
981
TCV Trust & Wealth Management
Virginia
$262K – – –
CPW
982
Cove Private Wealth
New York
$261K +$277K +1,544 New
AFW
983
Avantra Family Wealth
Pennsylvania
$260K +$276K +1,537 New
SFWC
984
Strategic Family Wealth Counselors
New Jersey
$260K +$179 +1 +0.1%
OAS
985
Optivise Advisory Services
Tennessee
$259K +$65.6K +366 +31%
HH
986
Hilltop Holdings
Texas
$256K -$906K -5,052 -77%
BMC
987
Beaton Management Company
Massachusetts
$256K – – –
HRT Financial
988
HRT Financial
New York
$256K +$271K +1,513 New
OBGC
989
O'Brien Greene & Co
Pennsylvania
$255K +$1.44K +8 +0.5%
CI Investments Inc
990
CI Investments Inc
Ontario, Canada
$255K -$779K -4,346 -74%
RPC
991
Rossmore Private Capital
Connecticut
$254K – – –
KCM
992
Kanawha Capital Management
Virginia
$254K -$20.6K -115 -7%
NFG
993
Nadler Financial Group
Illinois
$254K – – –
BOSSRA
994
B.O.S.S. Retirement Advisors
Utah
$254K +$269K +1,499 New
SFS
995
Security Financial Services
Indiana
$254K +$24.2K +135 +10%
GVCM
996
Global View Capital Management
Wisconsin
$253K +$269K +1,500 New
PA
997
PFG Advisors
Arizona
$252K -$775K -4,323 -74%
Perigon Wealth Management
998
Perigon Wealth Management
California
$251K -$30.5K -170 -9%
CI
999
Cigna Investments
Connecticut
$251K -$4.84K -27 -2%
SW
1000
SVB Wealth
Massachusetts
$251K +$265K +1,480 New