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Name Holding Trade Value Shares
Change
Change in
Stake
NFC
526
Northeast Financial Consultants
Connecticut
$210K +$12.6K +50 +6%
BHB
527
Bank Hapoalim BM
Israel
$209K -$30.2K -120 -11%
ARG
528
Advisory Resource Group
Oklahoma
$208K +$25.6K +102 +12%
BWP
529
Baldwin Wealth Partners
Massachusetts
$208K +$86.7K +345 +58%
YIA
530
YHB Investment Advisors
Connecticut
$208K +$194K +770 New
W
531
WealthStone
Ohio
$206K +$8.04K +32 +4%
IC
532
IEQ Capital
California
$206K +$235K +936 New
PFO
533
Pathstone Family Office
New Jersey
$206K +$235K +936 New
CM
534
Castleark Management
Illinois
$204K -$227K -905 -49%
Acadian Asset Management
535
Acadian Asset Management
Massachusetts
$203K -$11.5M -45,705 -98%
WP
536
WMS Partners
Maryland
$203K – – –
CI
537
Cigna Investments
Connecticut
$201K -$53.5K -213 -19%
WA1
538
Wimmer Associates 1
California
$201K – – –
FMLI
539
Fukoku Mutual Life Insurance
Japan
$198K – – –
MA
540
Montag & Associates
Georgia
$186K +$55.3K +220 +35%
SSB
541
Sandy Spring Bank
Maryland
$182K – – –
First Manhattan
542
First Manhattan
New York
$181K +$207K +825 New
QCG
543
Quadrant Capital Group
Ohio
$179K +$24.9K +99 +14%
AA
544
Ancora Advisors
Ohio
$171K – – –
IA
545
IFP Advisors
Florida
$169K -$170K -676 -47%
Capstone Investment Advisors
546
Capstone Investment Advisors
New York
$159K +$181K +720 New
FPA
547
First Pacific Advisors
California
$149K +$47.7K +190 +39%
Loomis, Sayles & Company
548
Loomis, Sayles & Company
Massachusetts
$147K +$146K +580 +652%
SWA
549
Sutton Wealth Advisors
Florida
$146K – – –
TCWM
550
Total Clarity Wealth Management
Illinois
$136K +$155K +616 New