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Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
676
Financial Partners Group (Kansas)
Kansas
$221K +$204K +3,167 New
EWA
677
EP Wealth Advisors
California
$220K +$202K +3,145 New
SAM
678
SignalPoint Asset Management
Missouri
$220K +$203K +3,146 New
WB
679
Webster Bank
Connecticut
$219K – – –
IC
680
Intersect Capital
California
$218K -$140K -2,168 -41%
FHC
681
First Heartland Consultants
Missouri
$218K +$201K +3,118 New
EWM
682
Evercore Wealth Management
New York
$218K +$201K +3,129 New
LP
683
LMR Partners
United Kingdom
$216K -$1.08M -16,839 -84%
ACS
684
Archford Capital Strategies
Illinois
$213K +$18.7K +291 +11%
DBT
685
Dubuque Bank & Trust
Iowa
$211K – – –
SFS
686
Sowell Financial Services
Arkansas
$211K +$200K +3,105 New
ECM
687
EII Capital Management
New York
$209K +$19.3K +300 +11%
BONST
688
Bank of Nova Scotia Trust
Ontario, Canada
$209K +$193K +3,000 New
FM
689
Family Management
New York
$208K +$192K +2,979 New
CL
690
Choreo LLC
Illinois
$206K +$190K +2,949 New
EWM
691
Empirical Wealth Management
Washington
$205K +$189K +2,934 New
BIM
692
Bridges Investment Management
Nebraska
$205K +$189K +2,938 New
NEPWA
693
New England Private Wealth Advisors
Massachusetts
$204K +$184K +2,857 New
PGFC
694
Peapack-Gladstone Financial Corp
New Jersey
$203K +$187K +2,900 New
FNBTCON
695
First National Bank & Trust Co of Newtown
Pennsylvania
$203K +$187K +2,904 New
BBHC
696
Brown Brothers Harriman & Co
New York
$202K +$5.67K +88 +3%
BUB
697
BBVA USA Bancshares
Texas
$201K +$185K +2,872 New
UB
698
UMB Bank
Missouri
$201K +$185K +2,878 New
EDRH
699
Edmond de Rothschild Holding
Switzerland
$198K +$183K +2,838 New
NIM
700
NuWave Investment Management
New Jersey
$197K +$133K +2,070 +276%