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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
801
Destination Wealth Management
California
$487K +$449K +16,500 New
FHC
802
First Heartland Consultants
Missouri
$484K +$139K +5,090 +45%
TMAM
803
Tokio Marine Asset Management
Japan
$480K -$259K -9,530 -37%
QCG
804
Quadrant Capital Group
Ohio
$478K -$3.81K -140 -0.8%
PGFC
805
Peapack-Gladstone Financial Corp
New Jersey
$478K +$38.9K +1,430 +10%
LCOV
806
London Company of Virginia
Virginia
$476K
GH
807
GAM Holding
Switzerland
$473K -$326K -11,970 -43%
TL
808
TrueWealth LLC
Georgia
$473K +$33.8K +1,240 +8%
CAW
809
Cornerstone Advisors (Washington)
Washington
$469K +$30.8K +1,130 +8%
MMPW
810
Mitchell McLeod Pugh & Williams
Alabama
$467K +$48.5K +1,780 +13%
AC
811
Addison Capital
Pennsylvania
$463K -$62.6K -2,300 -13%
Group One Trading
812
Group One Trading
Illinois
$462K -$262K -9,610 -38%
JFA
813
Johanson Financial Advisors
California
$460K -$28.3K -1,040 -6%
LCC
814
Lincoln Capital Corp
Rhode Island
$458K -$122K -4,480 -22%
EWM
815
Evercore Wealth Management
New York
$458K -$47.6K -1,750 -10%
PFA
816
Paradigm Financial Advisors
Missouri
$456K -$31.3K -1,150 -7%
NWM
817
Northwest Wealth Management
Iowa
$456K +$25.9K +950 +7%
SSB
818
Sandy Spring Bank
Maryland
$449K -$8.17K -300 -2%
QOP
819
Quinn Opportunity Partners
Virginia
$443K
VWA
820
V Wealth Advisors
Kansas
$443K +$45.2K +1,660 +12%
VIA
821
Vantage Investment Advisors
Pennsylvania
$440K -$78.9K -2,900 -16%
SWM
822
Segment Wealth Management
Texas
$439K +$99.4K +3,650 +33%
CCM
823
Coldstream Capital Management
Washington
$437K +$41.4K +1,520 +11%
SC
824
Savant Capital
Illinois
$434K +$29.4K +1,080 +8%
GEA
825
Glen Eagle Advisors
New Jersey
$430K +$221K +8,100 +125%