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Name Holding Trade Value Shares
Change
Change in
Stake
BP
676
Ballentine Partners
Massachusetts
$317K +$10.6K +39 +3%
KFI
677
Key Financial Inc
Pennsylvania
$316K
CIC
678
Chilton Investment Company
Connecticut
$313K +$812 +3 +0.3%
ETC
679
Exchange Traded Concepts
Oklahoma
$313K +$6.77K +25 +2%
BM
680
Belfer Management
New York
$310K +$11.1K +41 +4%
CI
681
Corient IA
Florida
$310K -$37.9K -140 -11%
BJL
682
Brighton Jones LLC
Washington
$309K +$314K +1,160 New
CAM
683
Cidel Asset Management
Ontario, Canada
$307K +$57.1K +211 +22%
FAM
684
Formidable Asset Management
Ohio
$307K
DAS
685
Dynamic Advisor Solutions
Arizona
$306K +$311K +1,148 New
PA
686
Pinnacle Associates
New York
$306K +$5.69K +21 +2%
IIM
687
Ipswich Investment Management
Massachusetts
$305K
SAM
688
Satovsky Asset Management
New York
$304K +$812 +3 +0.3%
BWM
689
BlackDiamond Wealth Management
New York
$303K +$542 +2 +0.2%
SI
690
Stephens Inc
Arkansas
$301K -$1.63K -6 -0.5%
MG
691
Mather Group
Illinois
$301K +$24.9K +92 +9%
CFG
692
Carr Financial Group
Massachusetts
$301K +$812 +3 +0.3%
PCM
693
Prelude Capital Management
New York
$300K -$103K -380 -25%
PWW
694
Pettyjohn Wood & White
Virginia
$300K
PB
695
Pinnacle Bancorp
Nebraska
$300K +$8.94K +33 +3%
CCA
696
Checchi Capital Advisers
California
$299K +$42.8K +158 +16%
MM
697
MQS Management
New York
$296K +$48.7K +180 +19%
ESB
698
Essex Savings Bank
Connecticut
$296K -$8.66K -32 -3%
LFAS
699
Level Four Advisory Services
Texas
$296K +$20.3K +75 +7%
NWM
700
Northcape Wealth Management
New York
$293K