Name Holding Trade Value Shares
Change
Change in
Stake
AA
651
ALPS Advisors
Colorado
$325K +$8.44K +41 +3%
PFC
652
Phocas Financial Corp
California
$323K +$206 +1 +0.1%
WA
653
Wealth Alliance
New York
$322K +$2.88K +14 +0.9%
KI
654
Kula Investments
Illinois
$321K +$336K +1,631 New
TCA
655
Transcend Capital Advisors
New Jersey
$321K +$335K +1,630 New
CCM
656
Coldstream Capital Management
Washington
$321K +$27.6K +134 +9%
BFM
657
Boothbay Fund Management
New York
$319K +$333K +1,620 New
NWM
658
Northcape Wealth Management
New York
$317K +$331K +1,609 New
IFWM
659
Institute for Wealth Management
Colorado
$314K – – –
APWM
660
Argonautica Private Wealth Management
Massachusetts
$313K – – –
WT
661
Whittier Trust
California
$313K +$206 +1 +0.1%
CWM
662
Chesapeake Wealth Management
Virginia
$311K -$27.8K -135 -8%
MS
663
Maven Securities
Jersey
$307K +$321K +1,559 New
Cohen & Steers
664
Cohen & Steers
New York
$307K – – –
ACM
665
Advisors Capital Management
New Jersey
$306K -$68.9K -335 -18%
PA
666
Profund Advisors
Maryland
$305K -$47.5K -231 -13%
AG
667
Ascent Group
Virginia
$301K -$22.4K -109 -7%
ACM
668
Acrisure Capital Management
Texas
$301K +$315K +1,529 New
BM
669
Belfer Management
New York
$300K +$27.6K +134 +10%
VWA
670
V Wealth Advisors
Kansas
$300K -$483K -2,348 -61%
BAMF
671
BI Asset Management Fondsmaeglerselskab
Denmark
$300K +$27.2K +132 +9%
TC
672
Trilogy Capital
California
$299K +$313K +1,519 New
PFS
673
Physicians Financial Services
North Carolina
$299K – – –
LBC
674
Lowe Brockenbrough & Co
Virginia
$298K +$311K +1,513 New
ACM
675
Allred Capital Management
Texas
$296K -$1.24K -6 -0.4%