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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
726
Wealthspire Advisors (Maryland)
Maryland
$215K -$33.8K -972 -14%
CG
727
Caprock Group
Idaho
$214K +$204K +5,854 New
WSC
728
Wellington Shields & Co
New York
$213K +$203K +5,841 New
GC
729
Gilbert & Cook
Iowa
$211K +$201K +5,764 New
KCM
730
Kendall Capital Management
Maryland
$211K +$202K +5,790 New
PTP
731
Platform Technology Partners
New York
$209K +$199K +5,713 New
EF
732
Empirical Finance
Pennsylvania
$209K +$200K +5,736 New
WA
733
Wealth Alliance
New York
$208K +$198K +5,682 New
BMA
734
Brooks Moore & Associates
Tennessee
$208K +$198K +5,690 New
BFA
735
Bragg Financial Advisors
North Carolina
$208K +$199K +5,705 New
AFS
736
Axiom Financial Strategies
Indiana
$207K +$197K +5,673 New
AF
737
Aldebaran Financial
$206K -$285K -8,200 -59%
MG
738
Mather Group
Illinois
$206K +$196K +5,642 New
BPA
739
Beacon Pointe Advisors
California
$205K +$197K +5,653 New
PL
740
Perpetual Ltd
Australia
$203K +$193K +5,555 New
FFS
741
Founders Financial Securities
Maryland
$201K +$191K +5,491 New
NSIM
742
North Star Investment Management
Illinois
$198K
GFPC
743
Global Financial Private Capital
Florida
$189K +$4.18K +120 +2%
CAGAS
744
Capital Advisory Group Advisory Services
Minnesota
$179K +$160K +4,593 +1,531%
GRP
745
Global Retirement Partners
California
$178K +$37.6K +1,079 +29%
JSC
746
Jackson Square Capital
California
$177K +$169K +4,857 New
M
747
Mirova
France
$176K -$4.59K -132 -3%
APA
748
American Portfolios Advisors
New York
$175K +$278 +8 +0.2%
IAIM
749
International Assets Investment Management
Florida
$174K -$75.9K -2,180 -5%
First Manhattan
750
First Manhattan
New York
$172K +$27.1K +778 +20%