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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1151
Sawyer & Company
Massachusetts
$455K – – –
HR
1152
Howe & Rusling
New York
$453K -$27.5K -320 -5%
PIA
1153
Perennial Investment Advisors
California
$451K +$70.9K +826 +17%
DLA
1154
Douglas Lane & Associates
New York
$450K -$43.7K -509 -8%
CSC
1155
Caldwell Sutter Capital
California
$449K +$36.1K +421 +8%
PL
1156
Plancorp LLC
Missouri
$446K +$15.5K +181 +3%
MA
1157
MONECO Advisors
Connecticut
$446K +$34.3K +400 +8%
PCS
1158
Personal CFO Solutions
New Jersey
$444K +$76.2K +887 +19%
GIP
1159
Greatmark Investment Partners
Georgia
$444K -$3.05M -35,539 -86%
WI
1160
Wintrust Investments
Illinois
$442K +$32.2K +375 +7%
QI
1161
Qtron Investments
Massachusetts
$441K +$140K +1,630 +41%
TBNY
1162
Trustco Bank (New York)
New York
$439K +$13.4K +156 +3%
LCGC
1163
Legacy Capital Group California
California
$439K +$75.3K +877 +19%
WA
1164
WBH Advisory
Maryland
$438K -$83.8K -976 -15%
BCM
1165
BluePath Capital Management
Georgia
$438K +$480K +5,595 New
FFA
1166
First Foundation Advisors
California
$437K -$38K -443 -7%
BHCM
1167
Brevan Howard Capital Management
Jersey
$436K +$478K +5,572 New
CG
1168
Cutler Group
California
$436K +$479K +5,579 New
HA
1169
Herold Advisors
New York
$436K +$478K +5,567 New
LPT
1170
Legacy Private Trust
Wisconsin
$436K -$10.3K -120 -2%
YIH
1171
Y-Intercept (HK)
Hong Kong
$436K -$2.62M -30,513 -85%
KIG
1172
Kennedy Investment Group
New Jersey
$435K +$2.92K +34 +0.6%
MAM
1173
Mystic Asset Management
Rhode Island
$433K +$14.9K +173 +3%
SWA
1174
Stratos Wealth Advisors
Ohio
$433K +$19.8K +231 +4%
AG
1175
Ascent Group
Virginia
$430K +$1.2K +14 +0.3%