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Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
526
Fort Point Capital Partners
California
$241K
GEM
527
Global Endowment Management
North Carolina
$241K
GW
528
GW & Wade
Massachusetts
$239K
GL
529
Graypoint LLC
New York
$237K +$266K +16,530 New
WAM
530
Wakefield Asset Management
Colorado
$236K +$64.6K +4,010 +32%
AAS
531
Annex Advisory Services
Wisconsin
$235K +$80.5K +5,000 +44%
JWS
532
Juncture Wealth Strategies
Arizona
$235K +$263K +16,360 New
CT
533
Caldwell Trust
Florida
$234K
UCFA
534
United Capital Financial Advisors
Texas
$233K -$37.7K -2,340 -13%
IFWM
535
Institute for Wealth Management
Colorado
$233K -$24.6K -1,530 -9%
WB
536
WesBanco Bank
West Virginia
$232K -$5.15K -320 -2%
HP
537
Hikari Power
Japan
$231K
FMLI
538
Fukoku Mutual Life Insurance
Japan
$230K
PCA
539
Personal Capital Advisors
California
$230K +$258K +16,000 New
SSWM
540
Smith Salley Wealth Management
North Carolina
$228K -$966 -60 -0.4%
WSTAM
541
Wilbanks Smith & Thomas Asset Management
Virginia
$227K +$18K +1,120 +8%
SAM
542
Silvercrest Asset Management
New York
$226K
WCM
543
Whitener Capital Management
North Carolina
$226K
PP
544
Prudential plc
United Kingdom
$224K -$2.02M -125,220 -89%
SMH
545
Sanders Morris Harris
Texas
$224K -$1.01M -62,500 -78%
Two Sigma Advisers
546
Two Sigma Advisers
New York
$223K +$250K +15,500 New
ACM
547
Ategra Capital Management
Virginia
$220K -$35.1K -2,180 -12%
AA
548
ALPS Advisors
Colorado
$216K -$1.29M -79,980 -84%
MYAM
549
Meiji Yasuda Asset Management
Japan
$216K -$267K -16,600 -53%
LFASL
550
Lugano Financial Advisors SA (LFA)
Switzerland
$216K