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Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
1576
Castle Rock Wealth Management
California
$411K +$402K +2,091 New
IWC
1577
Integrated Wealth Concepts
Massachusetts
$410K +$393K +2,043 New
FHB
1578
First Hawaiian Bank
Hawaii
$409K
LCOV
1579
London Company of Virginia
Virginia
$407K
BCP
1580
Blue Chip Partners
Michigan
$407K +$1.92K +10 +0.5%
MIFH
1581
Migdal Insurance & Financial Holdings
Israel
$405K -$3.31M -17,200 -89%
UAS
1582
United Asset Strategies
New York
$405K +$396K +2,056 New
LCM
1583
Lucas Capital Management
New Jersey
$403K +$17.3K +90 +5%
AIM
1584
Anchor Investment Management
South Carolina
$403K
HPWM
1585
Highland Private Wealth Management
Washington
$402K +$1.54K +8 +0.4%
PG
1586
Pendal Group
Australia
$399K +$390K +2,027 New
DW
1587
Domani Wealth
Pennsylvania
$398K
PP
1588
PDS Planning
Ohio
$396K +$387K +2,013 New
AF
1589
Allworth Financial
California
$395K +$58.9K +306 +18%
KFP
1590
Keystone Financial Planning
Ohio
$394K
CB
1591
CNB Bank
Pennsylvania
$394K +$385K +2,001 New
PIM
1592
Provident Investment Management
Michigan
$394K +$385K +2,002 New
MWM
1593
Merriman Wealth Management
Washington
$390K +$22.7K +118 +6%
Treasurer of the State of North Carolina
1594
Treasurer of the State of North Carolina
North Carolina
$390K +$381K +1,979 New
DFIG
1595
Dragon Financial & Investment Group
California
$389K +$380K +1,976 New
CHA
1596
Cedar Hill Associates
Illinois
$386K -$36.4K -189 -9%
AEPG
1597
American Economic Planning Group
New Jersey
$386K +$385 +2 +0.1%
PM
1598
Parametrica Management
Hong Kong
$382K -$143K -741 -28%
BHTS
1599
Bar Harbor Trust Services
Maine
$382K -$40.2K -209 -10%
MCM
1600
McKinley Capital Management
Alaska
$380K