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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
626
TRUE Private Wealth Advisors
Oregon
$284K +$51.5K +98 +21%
VFA
627
Valeo Financial Advisors
Indiana
$280K +$57.8K +110 +25%
HI
628
Horizon Investments
North Carolina
$275K +$2.1K +4 +0.7%
SQA
629
Simon Quick Advisors
New Jersey
$275K +$282K +536 New
WTC
630
WhitTier Trust Company
Nevada
$273K +$3.68K +7 +1%
CIC
631
Chilton Investment Company
Connecticut
$272K – – –
SMA
632
Sage Mountain Advisors
Georgia
$268K +$274K +522 New
JAFL
633
Jay A. Fishman Ltd
Michigan
$267K – – –
PCS
634
Personal CFO Solutions
New Jersey
$264K +$271K +515 New
FFM
635
Forum Financial Management
Illinois
$264K – – –
SC
636
Syon Capital
California
$261K +$267K +508 New
BCM
637
BluePath Capital Management
Georgia
$256K +$262K +499 New
SI
638
Stephens Inc
Arkansas
$254K +$261K +496 New
KWM
639
Kolinsky Wealth Management
New Jersey
$254K +$5.25K +10 +2%
PFS
640
Prospera Financial Services
Texas
$252K +$16.8K +32 +7%
EWA
641
EP Wealth Advisors
California
$248K -$13.3M -25,345 -98%
VAS
642
Vestmark Advisory Solutions
Massachusetts
$246K -$415K -790 -62%
CCA
643
Catalyst Capital Advisors
New York
$246K – – –
IAS
644
Insigneo Advisory Services
Florida
$246K +$252K +480 New
CAL
645
Capital Advisors Ltd
Ohio
$245K +$9.98K +19 +4%
CI
646
Conning Inc
Connecticut
$245K -$6.83K -13 -3%
Northwestern Mutual Wealth Management
647
Northwestern Mutual Wealth Management
Wisconsin
$245K -$9.46K -18 -4%
IIM
648
INTECH Investment Management
Florida
$242K -$546K -1,039 -69%
WANY
649
Wealthspire Advisors (New York)
New York
$242K +$248K +472 New
EWA
650
EverSource Wealth Advisors
Alabama
$239K +$27.9K +53 +13%