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Name Holding Trade Value Shares
Change
Change in
Stake
CL
526
CPWM LLC
Washington
$252K -$1.21K -5 -0.5%
CPIG
527
Chicago Partners Investment Group
Illinois
$252K +$11.8K +49 +5%
SS
528
Simplicity Solutions
Minnesota
$247K +$243K +1,008 New
PA
529
Pinnacle Associates
New York
$245K -$18.3K -76 -7%
LIA
530
LBMC Investment Advisors
Tennessee
$245K
MIH
531
Meitav Investment House
Israel
$245K
MMPW
532
Mitchell McLeod Pugh & Williams
Alabama
$245K
RHBC
533
R.H. Bluestein & Co
Michigan
$245K
FGAM
534
Financial Gravity Asset Management
Texas
$245K +$241 +1 New
BFS
535
Bard Financial Services
Connecticut
$245K +$6.03K +25 +3%
AFG
536
Albion Financial Group
Utah
$245K +$241K +1,000 New
SGA
537
Sustainable Growth Advisers
Connecticut
$244K +$241K +999 New
Lazard Asset Management
538
Lazard Asset Management
New York
$244K +$241K +1,000 New
First Manhattan
539
First Manhattan
New York
$242K +$40.1K +166 +20%
NFC
540
Northeast Financial Consultants
Connecticut
$238K +$6.03K +25 +3%
SCA
541
Snowden Capital Advisors
New York
$237K -$7.24K -30 -3%
PFO
542
Pathstone Family Office
New Jersey
$237K +$7.72K +32 +3%
FFA
543
First Foundation Advisors
California
$235K +$232K +962 New
SG
544
StoneX Group
New York
$234K +$231K +955 New
CI
545
Cigna Investments
Connecticut
$232K +$8.21K +34 +4%
BWP
546
Baldwin Wealth Partners
Massachusetts
$231K
BTWM
547
Baker Tilly Wealth Management
Wisconsin
$229K +$226K +936 New
CM
548
Castleark Management
Illinois
$226K
WP
549
WMS Partners
Maryland
$226K +$241 +1 +0.1%
PCS
550
Personal CFO Solutions
New Jersey
$226K +$223K +923 New