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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
551
Ashfield Capital Partners
California
$362K
Twin Tree Management
552
Twin Tree Management
Texas
$359K -$971K -4,631 -73%
BRWA
553
B. Riley Wealth Advisors
Florida
$357K +$57K +272 +19%
AS
554
Altshuler Shaham
Israel
$347K +$227K +1,082 +178%
UR
555
USCA RIA
Texas
$344K
ICM
556
IMS Capital Management
Oregon
$342K +$52.4K +250 +18%
FMT
557
First Mercantile Trust
Tennessee
$341K +$115K +549 +49%
HAG
558
HighPoint Advisor Group
Illinois
$340K +$7.76K +37 +2%
GG
559
Gofen & Glossberg
Illinois
$339K +$13.6K +65 +4%
WKWM
560
Walter & Keenan Wealth Management
Indiana
$337K
DWA
561
Douglass Winthrop Advisors
New York
$329K +$8.18K +39 +2%
KCM
562
Kendall Capital Management
Maryland
$327K
BAMCO Inc
563
BAMCO Inc
New York
$327K +$112K +535 +50%
IA
564
IFP Advisors
Florida
$321K +$330K +1,576 New
GT
565
Greenleaf Trust
Michigan
$318K +$29.3K +140 +10%
APG
566
Abacus Planning Group
South Carolina
$314K +$321K +1,532 New
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$304K
ATC
568
Argent Trust Co
Tennessee
$303K +$58.3K +278 +23%
DTL
569
Dynamic Technology Lab
Singapore
$303K +$310K +1,480 New
SVWAG
570
Sound View Wealth Advisors Group
Georgia
$302K
CGL
571
Clarius Group LLC
Washington
$302K +$9.22K +44 +3%
CBFP
572
Cedar Brook Financial Partners
Ohio
$301K -$2.31K -11 -0.7%
CSIC
573
Clifford Swan Investment Counsel
California
$301K
HBT
574
Hills Bank & Trust
Iowa
$301K
HI
575
Horizon Investments
North Carolina
$298K -$337K -1,609 -52%