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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
551
Level Four Advisory Services
Texas
$842K +$4.25K +77 +0.6%
CAS
552
Cascadia Advisory Services
Oregon
$839K +$761K +13,799 New
PK
553
Pflug Koory
Nebraska
$834K -$552 -10 -0.1%
GIA
554
Gladstone Institutional Advisory
Florida
$828K +$752K +13,618 New
DLA
555
Douglas Lane & Associates
New York
$812K -$206K -3,740 -22%
PT
556
Plimoth Trust
Massachusetts
$812K -$107K -1,940 -13%
FT
557
Fiduciary Trust
Massachusetts
$808K -$22.9K -415 -3%
NSEDCP
558
NJ State Employees Deferred Compensation Plan
New Jersey
$803K – – –
CIM
559
CIM Investment Management
Pennsylvania
$800K -$28.4K -515 -4%
WANY
560
Wealthspire Advisors (New York)
New York
$800K +$311K +5,629 +75%
LBA
561
Letko, Brosseau & Associates
Quebec, Canada
$796K – – –
APG
562
Abacus Planning Group
South Carolina
$795K +$497 +9 +0.1%
ATC
563
Adirondack Trust Company
New York
$795K +$77K +1,395 +12%
ED
564
Exane Derivatives
France
$793K -$42.1K -762 -6%
BCMO
565
Buckingham Capital Management (Ohio)
Ohio
$793K -$76.9K -1,393 -10%
GWM
566
Geneos Wealth Management
Colorado
$789K +$12.7K +231 +2%
LP
567
LMR Partners
United Kingdom
$788K +$715K +12,957 New
MA
568
Montag & Associates
Georgia
$784K – – –
HT
569
HAP Trading
New York
$779K -$2.09M -37,817 -75%
LMAM
570
Legg Mason Asset Management
Japan
$779K -$603K -10,923 -46%
WA
571
Wealth Alliance
New York
$778K +$321K +5,821 +83%
SP
572
Symmetry Partners
Connecticut
$777K +$7.34K +133 +1%
DIM
573
Delta Investment Management
California
$767K – – –
WT
574
Whittier Trust
California
$764K -$178K -3,223 -20%
BWM
575
Baystate Wealth Management
Massachusetts
$756K +$676K +12,244 +6,548%