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Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
Patten & Patten
Tennessee
$353K -$80.3K -1,200 -18%
MCM
452
Manchester Capital Management
Vermont
$351K
ET
453
Equitable Trust
Tennessee
$350K +$10.3K +154 +3%
LA
454
Latitude Advisors
Florida
$347K
GCP
455
GSA Capital Partners
United Kingdom
$342K +$357K +5,328 New
SCA
456
Snowden Capital Advisors
New York
$341K -$56.6K -845 -14%
Assenagon Asset Management
457
Assenagon Asset Management
Luxembourg
$335K -$188K -2,814 -35%
CIAS
458
Capital Investment Advisory Services
North Carolina
$335K -$5.29K -79 -1%
MJB
459
Mark J. Bradley
$327K +$111K +1,665 +49%
CW
460
Connectus Wealth
Ohio
$327K
TSW
461
Thompson Siegel & Walmsley
Virginia
$326K -$83.5K -1,247 -20%
SW
462
SVB Wealth
Massachusetts
$323K -$127K -1,895 -27%
CFA
463
Capstone Financial Advisors
Illinois
$321K
EWA
464
Encompass Wealth Advisors
Oregon
$321K +$100K +1,500 +43%
IC
465
IEQ Capital
California
$321K +$84.5K +1,263 +34%
NMIMC
466
Northwestern Mutual Investment Management Company
Wisconsin
$319K +$937 +14 +0.3%
KA
467
Kintegral Advisory
New York
$319K -$17.9K -267 -5%
MGP
468
Metis Global Partners
California
$317K +$108K +1,618 +49%
PCS
469
Personal CFO Solutions
New Jersey
$295K +$39.9K +596 +15%
BFA
470
Beacon Financial Advisory
Ohio
$290K +$18.5K +276 +7%
LCM
471
Lattice Capital Management
Washington
$289K
CWM
472
Connecticut Wealth Management
Connecticut
$288K
UCB
473
United Community Bank
South Carolina
$283K
ST
474
Smithfield Trust
Pennsylvania
$282K -$468 -7 -0.2%
WEG
475
World Equity Group
Illinois
$281K +$959K +14,330 New