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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
451
Wealthspire Advisors (New York)
New York
$213K +$132K +7,944 +63%
CFN
452
Cordasco Financial Network
Florida
$213K +$225K +13,515 +193%
FIM
453
Freedom Investment Management
Connecticut
$212K +$180K +10,823 New
FWCM
454
Ferguson Wellman Capital Management
Oregon
$210K -$13.6M -814,579 -98%
CBB
455
Citizens Business Bank
California
$207K
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$204K +$48.6K +2,921 +17%
MIP
457
Marietta Investment Partners
Wisconsin
$204K +$111K +6,700 +52%
Bessemer Group
458
Bessemer Group
New Jersey
$202K -$3.21M -192,985 -91%
ZCA
459
Zeke Capital Advisors
Pennsylvania
$201K -$1.71M -102,857 -84%
SWM
460
Shakespeare Wealth Management
Wisconsin
$201K
PA
461
Profund Advisors
Maryland
$198K -$376K -22,591 -54%
BFG
462
Bouchey Financial Group
New York
$198K -$1.28K -77 -0.4%
CBFP
463
Cedar Brook Financial Partners
Ohio
$195K +$24.6K +1,476 +9%
FHB
464
First Hawaiian Bank
Hawaii
$195K +$82.4K +4,953 +36%
TPCW
465
TD Private Client Wealth
New York
$193K +$232K +13,928 +299%
ECM
466
Everence Capital Management
Indiana
$192K
GT
467
Greenleaf Trust
Michigan
$191K +$61.1K +3,670 +25%
SFA
468
Sequoia Financial Advisors
Ohio
$190K -$443K -26,615 -59%
EGM
469
Engineers Gate Manager
New York
$190K -$32.4K -1,950 -10%
NPP
470
New Potomac Partners
Maryland
$189K -$55.3K -3,325 -15%
IG
471
ING Group
Netherlands
$187K -$824K -49,539 -73%
SP
472
Symmetry Partners
Connecticut
$187K +$122K +7,355 +69%
OCM
473
One Capital Management
California
$186K +$298K +17,895 New
WWM
474
Western Wealth Management
Colorado
$182K +$74.9K +4,503 +34%
TCOV
475
Trust Company of Vermont
Vermont
$180K +$10.3K +620 +4%