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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
526
Wealthspire Advisors (New York)
New York
$246K +$276K +17,120 New
PSUF
527
People's United Financial
Connecticut
$245K -$57.7K -3,580 -17%
FPCP
528
Fort Point Capital Partners
California
$241K – – –
GEM
529
Global Endowment Management
North Carolina
$241K – – –
GW
530
GW & Wade
Massachusetts
$239K – – –
GL
531
Graypoint LLC
New York
$237K +$266K +16,530 New
WAM
532
Wakefield Asset Management
Colorado
$236K +$64.6K +4,010 +32%
AAS
533
Annex Advisory Services
Wisconsin
$235K +$80.5K +5,000 +44%
JWS
534
Juncture Wealth Strategies
Arizona
$235K +$263K +16,360 New
CT
535
Caldwell Trust
Florida
$234K – – –
UCFA
536
United Capital Financial Advisors
Texas
$233K -$37.7K -2,340 -13%
IFWM
537
Institute for Wealth Management
Colorado
$233K -$24.6K -1,530 -9%
WB
538
WesBanco Bank
West Virginia
$232K -$5.15K -320 -2%
HP
539
Hikari Power
Japan
$231K – – –
FMLI
540
Fukoku Mutual Life Insurance
Japan
$230K – – –
PCA
541
Personal Capital Advisors
California
$230K +$258K +16,000 New
SSWM
542
Smith Salley Wealth Management
North Carolina
$228K -$966 -60 -0.4%
WSTAM
543
Wilbanks Smith & Thomas Asset Management
Virginia
$227K +$18K +1,120 +8%
SAM
544
Silvercrest Asset Management
New York
$226K – – –
WCM
545
Whitener Capital Management
North Carolina
$226K – – –
PP
546
Prudential plc
United Kingdom
$224K -$2.02M -125,220 -89%
SMH
547
Sanders Morris Harris
Texas
$224K -$1.01M -62,500 -78%
Two Sigma Advisers
548
Two Sigma Advisers
New York
$223K +$250K +15,500 New
ACM
549
Ategra Capital Management
Virginia
$220K -$35.1K -2,180 -12%
AA
550
ALPS Advisors
Colorado
$216K -$1.29M -79,980 -84%