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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Shell Asset Management
Netherlands
$449K -$249K -928 -37%
HKIMG
602
Hutchens & Kramer Investment Management Group
Indiana
$447K +$2.95K +11 +0.7%
WPC
603
White Pine Capital
Minnesota
$442K +$9.38K +35 +2%
BBA
604
Baader Bank Aktiengesellschaft
Germany
$437K +$408K +1,523 New
OF
605
Optimize Financial
California
$437K +$408K +1,522 New
BPWM
606
BCS Private Wealth Management
New Jersey
$433K +$28.1K +105 +7%
JWCA
607
J.W. Cole Advisors
Florida
$433K +$40.7K +152 +11%
MWM
608
Modera Wealth Management
New Jersey
$432K +$2.68K +10 +0.7%
PFS
609
Prospera Financial Services
Texas
$431K +$804 +3 +0.2%
SWA
610
SFMG Wealth Advisors
Texas
$430K -$3.75K -14 -0.9%
KF
611
Krilogy Financial
Missouri
$422K +$451K +1,683 New
TPI
612
Trust Point Inc
Wisconsin
$414K +$50.4K +188 +15%
MHIC
613
Marble Harbor Investment Counsel
Massachusetts
$413K
ACM
614
Advisors Capital Management
New Jersey
$412K +$32.4K +121 +9%
HC
615
Hara Capital
Washington
$410K
MNA
616
Manning & Napier Advisors
New York
$410K -$2.1M -7,840 -85%
SF
617
Synovus Financial
Georgia
$408K -$536 -2 -0.1%
DWA
618
Douglass Winthrop Advisors
New York
$407K -$73.1K -273 -16%
CP
619
Camelot Portfolios
Ohio
$406K -$234K -874 -38%
WIA
620
World Investment Advisors
California
$402K +$53K +198 +16%
FCM
621
Frontier Capital Management
Massachusetts
$401K -$3.48K -13 -0.9%
William Blair Investment Management
622
William Blair Investment Management
Illinois
$397K -$12.9K -48 -3%
CW
623
CreativeOne Wealth
Kansas
$397K -$1.34K -5 -0.4%
EWA
624
EverSource Wealth Advisors
Alabama
$397K -$24.9K -93 -6%
Bank Julius Baer & Co
625
Bank Julius Baer & Co
Switzerland
$397K +$371K +1,383 New