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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
376
Personal CFO Solutions
New Jersey
$506K +$490K +38,101 New
RS
377
Rakuten Securities
Japan
$506K +$490K +38,078 New
NA
378
NewEdge Advisors
Louisiana
$502K +$296K +23,024 +156%
HSBC Holdings
379
HSBC Holdings
United Kingdom
$496K +$483K +37,526 New
FFAS
380
FIG Financial Advisory Services
Oklahoma
$493K -$1.54M -119,404 -76%
FC
381
FORA Capital
Florida
$489K +$475K +36,874 New
MGWM
382
Marks Group Wealth Management
Minnesota
$488K +$473K +36,739 New
HWM
383
HB Wealth Management
Georgia
$484K +$151K +11,703 +47%
VSQM
384
V-Square Quantitative Management
Illinois
$468K -$1.4M -108,563 -75%
SF
385
Summit Financial
New Jersey
$463K +$449K +34,882 New
CCIA
386
Campbell & Co Investment Adviser
Maryland
$463K +$448K +34,846 New
PI
387
PineBridge Investments
New York
$455K +$441K +34,283 New
WFI
388
West Family Investments
California
$443K +$25.5K +1,983 +6%
MCM
389
MAI Capital Management
Ohio
$441K +$66.4K +5,160 +18%
FIA
390
FNY Investment Advisers
New York
$436K +$423K +32,866 New
PMAM
391
Picton Mahoney Asset Management
Ontario, Canada
$432K -$229K -17,770 -35%
JWCA
392
J.W. Cole Advisors
Florida
$428K +$415K +32,209 New
CCM
393
Coldstream Capital Management
Washington
$418K +$92.5K +7,186 +30%
HT
394
Headlands Technologies
Illinois
$410K -$145K -11,230 -27%
Kovitz Investment Group Partners
395
Kovitz Investment Group Partners
Illinois
$407K +$395K +30,673 New
ACP
396
Arcus Capital Partners
Georgia
$407K -$21.1K -1,636 -5%
JSSH
397
J. Safra Sarasin Holding
$390K +$378K +29,338 New
RL
398
Retireful LLC
Michigan
$389K +$377K +29,327 New
ACA
399
Atlas Capital Advisors
Wyoming
$385K +$335K +26,044 +888%
NB
400
Northwest Bancshares
Pennsylvania
$378K