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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
776
Collective Family Office
Pennsylvania
$268K
NIM
777
NuWave Investment Management
New Jersey
$267K +$284K +753 New
CSIC
778
Clifford Swan Investment Counsel
California
$266K
CIC
779
Carnegie Investment Counsel
Ohio
$264K
SHGA
780
Sand Hill Global Advisors
California
$261K -$49K -130 -15%
FPCP
781
Fort Point Capital Partners
California
$259K +$275K +729 New
CWM
782
Calamos Wealth Management
Illinois
$257K
IHL
783
Investment House LLC
California
$256K
PWPS
784
Pinnacle Wealth Planning Services
Ohio
$256K +$15.1K +40 +6%
FAT
785
First American Trust
California
$253K
BTWM
786
Baker Tilly Wealth Management
Wisconsin
$252K +$2.26K +6 +0.9%
HR
787
Howe & Rusling
New York
$251K
WFI
788
West Family Investments
California
$250K +$16.2K +43 +7%
OPS
789
Orion Portfolio Solutions
Nebraska
$249K +$264K +701 New
Capstone Investment Advisors
790
Capstone Investment Advisors
New York
$246K -$629K -1,669 -71%
MAG
791
Mayfair Advisory Group
Alabama
$245K
GIA
792
Guyasuta Investment Advisors
Pennsylvania
$244K
PI
793
Putnam Investments
Massachusetts
$244K +$3.39K +9 +1%
SMA
794
Sage Mountain Advisors
Georgia
$244K +$259K +688 New
LHC
795
Little House Capital
Massachusetts
$242K -$1.51K -4 -0.6%
PCM
796
Penserra Capital Management
California
$242K +$26K +69 +11%
CMO
797
Covenant Multifamily Offices
Texas
$241K
ABC
798
Associated Banc-Corp
Wisconsin
$239K
Bank Julius Baer & Co
799
Bank Julius Baer & Co
Switzerland
$239K +$10.2K +27 +4%
MOS
800
MGO One Seven
Ohio
$238K +$222K +590 New