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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
651
B. Riley Wealth Advisors
Florida
$359K +$16.4K +37 +5%
PWPS
652
Pinnacle Wealth Planning Services
Ohio
$351K +$38.1K +86 +13%
E
653
Ergoteles
New York
$350K -$236K -534 -41%
EWA
654
EP Wealth Advisors
California
$349K +$30.1K +68 +10%
MCM
655
Manchester Capital Management
Vermont
$348K +$1.77K +4 +0.5%
PSUF
656
People's United Financial
Connecticut
$346K -$209K -473 -39%
SW
657
SVB Wealth
Massachusetts
$345K -$131K -296 -29%
MM
658
MQS Management
New York
$343K +$327K +740 New
BFS
659
Beacon Financial Strategies
North Carolina
$340K
APA
660
American Portfolios Advisors
New York
$340K -$29.6K -67 -8%
TWM
661
TriaGen Wealth Management
California
$338K
GIA
662
Gateway Investment Advisers
Ohio
$337K -$36.3K -82 -10%
PG
663
Pendal Group
Australia
$333K -$489K -1,104 -61%
Fisher Asset Management
664
Fisher Asset Management
Washington
$331K +$316K +714 New
EFS
665
Essex Financial Services
Connecticut
$330K +$4.87K +11 +2%
MA
666
MUFG Americas
New York
$330K +$18.6K +42 +6%
CP
667
Covenant Partners
Tennessee
$329K
DWT
668
Dorsey & Whitney Trust
South Dakota
$328K +$22.6K +51 +8%
AWM
669
Altium Wealth Management
New York
$327K -$70.8K -160 -19%
SCM
670
Schnieders Capital Management
California
$327K
TCM
671
TimesSquare Capital Management
New York
$325K +$310K +700 New
NFG
672
Next Financial Group
Texas
$323K +$39.8K +90 +15%
MCC
673
Money Concepts Capital
Florida
$321K +$307K +693 New
MFW
674
Meristem Family Wealth
Minnesota
$320K
LWM
675
Laidlaw Wealth Management
New York
$320K +$305K +689 New