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Name Holding Trade Value Shares
Change
Change in
Stake
HI
626
Horizon Investments
North Carolina
$275K +$2.1K +4 +0.7%
SQA
627
Simon Quick Advisors
New Jersey
$275K +$282K +536 New
WTC
628
WhitTier Trust Company
Nevada
$273K +$3.68K +7 +1%
CIC
629
Chilton Investment Company
Connecticut
$272K
SMA
630
Sage Mountain Advisors
Georgia
$268K +$274K +522 New
JAFL
631
Jay A. Fishman Ltd
Michigan
$267K
PCS
632
Personal CFO Solutions
New Jersey
$264K +$271K +515 New
FFM
633
Forum Financial Management
Illinois
$264K
SC
634
Syon Capital
California
$261K +$267K +508 New
BCM
635
BluePath Capital Management
Georgia
$256K +$262K +499 New
SI
636
Stephens Inc
Arkansas
$254K +$261K +496 New
KWM
637
Kolinsky Wealth Management
New Jersey
$254K +$5.25K +10 +2%
PFS
638
Prospera Financial Services
Texas
$252K +$16.8K +32 +7%
EWA
639
EP Wealth Advisors
California
$248K -$13.3M -25,345 -98%
VAS
640
Vestmark Advisory Solutions
Massachusetts
$246K -$415K -790 -62%
CCA
641
Catalyst Capital Advisors
New York
$246K
IAS
642
Insigneo Advisory Services
Florida
$246K +$252K +480 New
CAL
643
Capital Advisors Ltd
Ohio
$245K +$9.98K +19 +4%
CI
644
Conning Inc
Connecticut
$245K -$6.83K -13 -3%
Northwestern Mutual Wealth Management
645
Northwestern Mutual Wealth Management
Wisconsin
$245K -$9.46K -18 -4%
IIM
646
INTECH Investment Management
Florida
$242K -$546K -1,039 -69%
WANY
647
Wealthspire Advisors (New York)
New York
$242K +$248K +472 New
EWA
648
EverSource Wealth Advisors
Alabama
$239K +$27.9K +53 +13%
IAA
649
Independent Advisor Alliance
North Carolina
$237K -$8.93K -17 -4%
SIM
650
Sentry Investment Management
Wisconsin
$236K -$517K -984 -68%