Name Holding Trade Value Shares
Change
Change in
Stake
VAS
726
Vestmark Advisory Solutions
Massachusetts
$220K +$14.2K +60 +7%
OPOWM
727
One Plus One Wealth Management
Florida
$219K – – –
FBFS
728
First Business Financial Services
Wisconsin
$218K – – –
LRIA
729
Leonard Rickey Investment Advisors
Washington
$212K +$4.5K +19 +2%
TW
730
TrinityPoint Wealth
Connecticut
$212K +$38.1K +161 +21%
AIM
731
Axiom Investment Management
New York
$211K -$23.2K -98 -10%
CAG
732
Csenge Advisory Group
Florida
$211K -$1.9K -8 -0.9%
APA
733
American Portfolios Advisors
New York
$211K +$4.26K +18 +2%
BFG
734
Berger Financial Group
Minnesota
$210K – – –
FI
735
Fractal Investments
Connecticut
$210K – – –
CWS
736
Confluence Wealth Services
Pennsylvania
$210K +$237 +1 +0.1%
Capstone Investment Advisors
737
Capstone Investment Advisors
New York
$208K +$213K +900 New
FLII
738
First Long Island Investors
New York
$207K -$36.2K -153 -15%
HSA
739
HBK Sorce Advisory
Pennsylvania
$207K – – –
MAG
740
MRA Advisory Group
New Jersey
$207K +$474 +2 +0.2%
PCM
741
Penserra Capital Management
California
$206K -$1.99M -8,390 -90%
FIM
742
Freedom Investment Management
Connecticut
$204K -$2.84K -12 -1%
EFM
743
E Fund Management
China
$203K +$947 +4 +0.5%
GA
744
Geller Advisors
New York
$203K +$32.7K +138 +19%
AIM
745
Anchor Investment Management
South Carolina
$202K +$41.4K +175 +25%
CUAMC
746
China Universal Asset Management Company
China
$202K – – –
ICP
747
Interchange Capital Partners
Pennsylvania
$200K +$205K +866 New
HIA
748
Harbor Investment Advisory
Maryland
$191K +$168K +710 +602%
TPCW
749
TD Private Client Wealth
New York
$189K -$13.3K -56 -6%
BFEC
750
Benjamin F. Edwards & Company
Missouri
$186K -$3.79K -16 -2%