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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1151
Trillium Asset Management
Massachusetts
$457K -$10.5K -122 -2%
SC
1152
Sawyer & Company
Massachusetts
$455K
HR
1153
Howe & Rusling
New York
$453K -$27.5K -320 -5%
PIA
1154
Perennial Investment Advisors
California
$451K +$70.9K +826 +17%
DLA
1155
Douglas Lane & Associates
New York
$450K -$43.7K -509 -8%
CSC
1156
Caldwell Sutter Capital
California
$449K +$36.1K +421 +8%
PL
1157
Plancorp LLC
Missouri
$446K +$15.5K +181 +3%
MA
1158
MONECO Advisors
Connecticut
$446K +$34.3K +400 +8%
PCS
1159
Personal CFO Solutions
New Jersey
$444K +$76.2K +887 +19%
GIP
1160
Greatmark Investment Partners
Georgia
$444K -$3.05M -35,539 -86%
WI
1161
Wintrust Investments
Illinois
$442K +$32.2K +375 +7%
QI
1162
Qtron Investments
Massachusetts
$441K +$140K +1,630 +41%
TBNY
1163
Trustco Bank (New York)
New York
$439K +$13.4K +156 +3%
LCGC
1164
Legacy Capital Group California
California
$439K +$75.3K +877 +19%
WA
1165
WBH Advisory
Maryland
$438K -$83.8K -976 -15%
BCM
1166
BluePath Capital Management
Georgia
$438K +$480K +5,595 New
FFA
1167
First Foundation Advisors
California
$437K -$38K -443 -7%
BHCM
1168
Brevan Howard Capital Management
Jersey
$436K +$478K +5,572 New
CG
1169
Cutler Group
California
$436K +$479K +5,579 New
HA
1170
Herold Advisors
New York
$436K +$478K +5,567 New
LPT
1171
Legacy Private Trust
Wisconsin
$436K -$10.3K -120 -2%
YIH
1172
Y-Intercept (HK)
Hong Kong
$436K -$2.62M -30,513 -85%
KIG
1173
Kennedy Investment Group
New Jersey
$435K +$2.92K +34 +0.6%
MAM
1174
Mystic Asset Management
Rhode Island
$433K +$14.9K +173 +3%
SWA
1175
Stratos Wealth Advisors
Ohio
$433K +$19.8K +231 +4%