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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
701
Cidel Asset Management
Ontario, Canada
$323K – – –
BAM
702
Brave Asset Management
New Jersey
$321K -$26.3K -100 -8%
IIM
703
Ipswich Investment Management
Massachusetts
$321K – – –
SAM
704
Satovsky Asset Management
New York
$320K +$789 +3 +0.3%
PCM
705
Prelude Capital Management
New York
$316K +$1.05K +4 +0.4%
CFG
706
Carr Financial Group
Massachusetts
$316K +$789 +3 +0.3%
PWW
707
Pettyjohn Wood & White
Virginia
$315K – – –
CWA
708
CM Wealth Advisors
Ohio
$313K -$29.7K -113 -9%
DAS
709
Dynamic Advisor Solutions
Arizona
$313K -$8.15K -31 -3%
ESB
710
Essex Savings Bank
Connecticut
$311K – – –
EWA
711
EverSource Wealth Advisors
Alabama
$311K -$217K -826 -43%
HH
712
Hilltop Holdings
Texas
$309K +$22.9K +87 +9%
WPC
713
Wedmont Private Capital
Pennsylvania
$309K +$20.5K +78 +8%
PA
714
Pinnacle Associates
New York
$308K -$12.1K -46 -4%
NWM
715
Northcape Wealth Management
New York
$308K – – –
BVP
716
Bristlecone Value Partners
California
$306K – – –
CIC
717
Chilton Investment Company
Connecticut
$306K -$21.3K -81 -7%
NL
718
NWAM LLC
Washington
$302K +$27.1K +103 +11%
VAS
719
Vestmark Advisory Solutions
Massachusetts
$301K +$10.3K +39 +4%
PFA
720
Pure Financial Advisors
California
$296K -$11K -42 -4%
WFA
721
Wellspring Financial Advisors
Ohio
$294K +$48.9K +186 +22%
UIA
722
Ulland Investment Advisors
Minnesota
$292K – – –
FHA
723
Flagship Harbor Advisors
Massachusetts
$289K – – –
OAM
724
Ostrum Asset Management
France
$287K – – –
OC
725
Oppenheimer & Co
New York
$284K -$3.42K -13 -1%