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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
551
Wealthspire Advisors (Maryland)
Maryland
$385K -$8.15K -68 -2%
RFS
552
Rockefeller Financial Services
New York
$383K +$12.6K +105 +3%
CG
553
Cutler Group
California
$381K +$81.3K +678 +26%
BFM
554
Boston Financial Management
Massachusetts
$371K -$8.99K -75 -2%
PA
555
Parallel Advisors
California
$369K +$58.1K +485 +20%
RWA
556
Ropes Wealth Advisors
Massachusetts
$362K -$47.6K -397 -11%
SBIA
557
Sheaff Brock Investment Advisors
Indiana
$351K – – –
SCA
558
Secor Capital Advisors
New York
$350K +$362K +3,018 New
LOAME
559
Lombard Odier Asset Management (Europe)
United Kingdom
$349K -$32.4K -270 -8%
AAP
560
Ardsley Advisory Partners
Connecticut
$348K -$240K -2,000 -40%
IF
561
IRON Financial
Illinois
$348K – – –
SGCA
562
Steel Grove Capital Advisors
Tennessee
$348K – – –
FIM
563
Freedom Investment Management
Connecticut
$347K +$21.5K +179 +6%
FAN
564
Financial Advisors Network
California
$338K +$14.3K +119 +5%
VNA
565
VNBTrust National Association
Virginia
$337K – – –
WT
566
Whittier Trust
California
$337K +$17.1K +143 +5%
PP
567
Prudential plc
United Kingdom
$336K +$83.9K +700 +32%
CC
568
Cannell & Co
New York
$335K – – –
PHAM
569
Palisades Hudson Asset Management
Florida
$331K – – –
Parallax Volatility Advisers
570
Parallax Volatility Advisers
California
$327K +$338K +2,822 New
First Manhattan
571
First Manhattan
New York
$324K – – –
BMM
572
Buffington Mohr McNeal
Idaho
$323K – – –
IIA
573
IPG Investment Advisors
California
$322K +$333K +2,775 New
FNBT
574
FineMark National Bank & Trust
Florida
$314K – – –
WTC
575
WhitTier Trust Company
Nevada
$313K – – –