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Name Holding Trade Value Shares
Change
Change in
Stake
MG
551
Mather Group
Illinois
$206K +$27.8K +1,755 +17%
BWL
552
Bogart Wealth LLC
Virginia
$204K -$46.5K -2,934 -19%
BP
553
Ballentine Partners
Massachusetts
$204K +$193K +12,163 New
HIP
554
HUB Investment Partners
Texas
$201K -$5.08K -320 -3%
BFG
555
Bleakley Financial Group
New Jersey
$199K -$2.63K -166 -1%
PP
556
Prudential plc
United Kingdom
$198K – – –
CAM
557
Cidel Asset Management
Ontario, Canada
$197K -$18.2K -1,150 -9%
MCM
558
Manchester Capital Management
Vermont
$196K -$3.27K -206 -2%
LSAG
559
Lake Street Advisors Group
New Hampshire
$196K +$12.7K +801 +7%
BCM
560
Brookstone Capital Management
Illinois
$196K +$23.8K +1,501 +15%
HAIM
561
Hunter Associates Investment Management
Pennsylvania
$194K +$95 +6 +0.1%
TAM
562
Trust Asset Management
Texas
$193K – – –
KFS
563
Keynote Financial Services
Connecticut
$193K – – –
GI
564
GAMCO Investors
Connecticut
$192K -$1.14K -72 -0.6%
CAM
565
Carret Asset Management
New York
$190K -$8.09K -510 -4%
KeyBank National Association
566
KeyBank National Association
Ohio
$190K -$1.09M -68,534 -86%
HTC
567
Haverford Trust Company
Pennsylvania
$188K -$635K -40,017 -78%
Capstone Investment Advisors
568
Capstone Investment Advisors
New York
$186K -$363K -22,850 -67%
CCFM
569
Clear Creek Financial Management
Washington
$186K -$8.73K -550 -5%
PAS
570
Point72 Asia (Singapore)
Singapore
$185K +$176K +11,064 New
SWM
571
Silverlake Wealth Management
Vermont
$184K +$143 +9 +0.1%
IAP
572
Indie Asset Partners
Indiana
$183K – – –
FIA
573
Foundations Investment Advisors
Arizona
$183K -$2.71K -171 -2%
CIBC World Market
574
CIBC World Market
Ontario, Canada
$183K +$173K +10,926 New
SACTSONJ
575
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$183K – – –