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Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Pinnacle Associates
New York
$335K -$9.73K -105 -3%
MC
552
Moors & Cabot
Massachusetts
$333K – – –
FNT
553
First National Trust
Pennsylvania
$333K – – –
BHPW
554
Beverly Hills Private Wealth
California
$327K -$18.4K -198 -6%
MOS
555
MGO One Seven
Ohio
$320K +$66.1K +713 +31%
BWP
556
Balboa Wealth Partners
Arizona
$320K +$283K +3,050 New
STA
557
Summit Trail Advisors
New York
$311K +$274K +2,960 New
VCA
558
Verdence Capital Advisors
Maryland
$310K +$273K +2,948 New
FL
559
Fort LP
Maryland
$307K -$39.9K -430 -13%
DWA
560
Dorsey Wright & Associates
California
$307K -$2.32K -25 -0.8%
IWC
561
Integrated Wealth Concepts
Massachusetts
$306K -$327K -3,529 -55%
TC
562
TownSquare Capital
Utah
$305K -$8.34K -90 -3%
SW
563
SVB Wealth
Massachusetts
$304K +$13.2K +142 +5%
TPCW
564
TD Private Client Wealth
New York
$299K +$5.75K +62 +2%
MCM
565
MAI Capital Management
Ohio
$298K +$263K +2,838 New
CI
566
CX Institutional
Indiana
$297K -$744K -8,025 -74%
CCM
567
Coldstream Capital Management
Washington
$294K -$12K -129 -4%
CFM
568
Catalyst Funds Management
Australia
$294K +$260K +2,800 New
S
569
Sachetta
Massachusetts
$290K – – –
HWA
570
Heritage Wealth Advisors
Virginia
$287K – – –
BFEC
571
Benjamin F. Edwards & Company
Missouri
$286K -$104K -1,121 -29%
PA
572
Parallel Advisors
California
$285K +$36.3K +392 +17%
FMLI
573
Fukoku Mutual Life Insurance
Japan
$284K – – –
PAG
574
Private Advisor Group
New Jersey
$284K -$32.5K -351 -11%
CAG
575
Csenge Advisory Group
Florida
$282K +$6.3K +68 +3%