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Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
951
Marshall Wace
United Kingdom
$391K -$2.45M -24,165 -87%
SFP
952
Sandbox Financial Partners
Maryland
$389K +$9.63K +95 +3%
CWP
953
CFM Wealth Partners
Texas
$389K +$44.1K +435 +14%
WJWM
954
Williams Jones Wealth Management
New York
$385K -$208K -2,050 -37%
SB
955
Strategic Blueprint
Georgia
$383K +$353K +3,485 New
ACM
956
Advisors Capital Management
New Jersey
$381K +$30.4K +300 +9%
HPC
957
HM Payson & Co
Maine
$377K -$24.8K -245 -7%
YIA
958
YHB Investment Advisors
Connecticut
$375K
CFA
959
Carroll Financial Associates
North Carolina
$374K +$146K +1,440 +73%
FPS
960
Fieldpoint Private Securities
Connecticut
$373K -$428K -4,220 -57%
GPGA
961
Grandeur Peak Global Advisors
Utah
$371K
BDF
962
Balasa Dinverno & Foltz
$369K -$34.5K -340 -9%
RWM
963
Ritholtz Wealth Management
New York
$368K -$35K -345 -9%
DJYG
964
David J. Yvars Group
Florida
$365K
IC
965
Intersect Capital
California
$364K -$14.7K -145 -4%
CTA
966
Colonial Trust Advisors
South Carolina
$358K +$50.7K +500 +18%
LFAS
967
Level Four Advisory Services
Texas
$358K +$89.7K +885 +37%
KC
968
Knuff & Co
California
$357K
AFP
969
Ausdal Financial Partners
Iowa
$356K +$328K +3,235 New
WI
970
Wintrust Investments
Illinois
$355K +$3.04K +30 +0.9%
HBT
971
Heartland Bank & Trust
Illinois
$354K -$30.9K -305 -9%
DWM
972
Darwin Wealth Management
Florida
$353K -$25.3K -250 -7%
GC
973
Gilbert & Cook
Iowa
$352K -$159K -1,570 -33%
AP
974
Appleton Partners
Massachusetts
$352K
SCP
975
Sandhill Capital Partners
New York
$352K +$325K +3,205 New