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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
576
Guinness Asset Management
United Kingdom
$213K +$13.5K +180 +7%
SGA
577
Sustainable Growth Advisers
Connecticut
$211K -$2.63M -34,900 -93%
KWM
578
Kingsview Wealth Management
Oregon
$211K -$1.66K -22 -0.8%
LSPW
579
Lake Street Private Wealth
Illinois
$211K – – –
SCS
580
Syquant Capital SAS
France
$208K +$7.53K +100 +4%
Vanguard Personalized Indexing Management
581
Vanguard Personalized Indexing Management
California
$207K -$194K -2,582 -50%
BTWM
582
Baker Tilly Wealth Management
Wisconsin
$206K +$3.54K +47 +2%
HSA
583
HBK Sorce Advisory
Pennsylvania
$202K +$191K +2,533 New
MAFM
584
Mid Atlantic Financial Management
Pennsylvania
$202K +$191K +2,535 New
CPC
585
Congress Park Capital
New York
$200K +$188K +2,500 New
CAPTRUST Financial Advisors
586
CAPTRUST Financial Advisors
North Carolina
$170K +$1.96K +26 +1%
Toronto Dominion Bank
587
Toronto Dominion Bank
Ontario, Canada
$166K -$4.74K -63 -3%
AIC
588
Ayalon Insurance Company
Israel
$165K -$15.4K -204 -9%
AMC
589
Asset Management Corp
Illinois
$162K +$153K +2,030 New
AWA
590
Arkadios Wealth Advisors
Georgia
$152K +$78K +1,036 +119%
AA
591
AlphaMark Advisors
Kentucky
$140K -$3.01K -40 -2%
VC
592
Vestor Capital
Illinois
$139K +$3.16K +42 +2%
MA
593
Modus Advisors
Minnesota
$137K +$129K +1,714 New
Group One Trading
594
Group One Trading
Illinois
$133K -$58M -770,964 -100%
FPS
595
Fieldpoint Private Securities
Connecticut
$128K -$305K -4,053 -69%
WWM
596
Wolff Wiese Magana
California
$124K – – –
SM
597
SG3 Management
Puerto Rico
$120K -$1.77M -23,500 -94%
Bessemer Group
598
Bessemer Group
New Jersey
$120K -$6.4K -85 -5%
LC
599
Lindbrook Capital
California
$117K -$7.9K -105 -7%
HIA
600
Harbor Investment Advisory
Maryland
$107K +$65.5K +871 +188%