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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
551
Baker Tilly Wealth Management
Wisconsin
$229K +$226K +936 New
CM
552
Castleark Management
Illinois
$226K – – –
WP
553
WMS Partners
Maryland
$226K +$241 +1 +0.1%
PCS
554
Personal CFO Solutions
New Jersey
$226K +$223K +923 New
LA
555
LexAurum Advisors
Kansas
$226K +$223K +925 New
JIC
556
Johnson Investment Counsel
Ohio
$222K +$219K +908 New
ALAM
557
Asahi Life Asset Management
Japan
$220K +$217K +900 New
FQ
558
First Quadrant
California
$220K +$217K +900 New
PCP
559
Proficio Capital Partners
Massachusetts
$214K +$211K +874 New
MA
560
Montag & Associates
Georgia
$212K +$5.79K +24 +3%
AFC
561
AFT Forsyth & Company
Florida
$212K +$209K +866 New
FC
562
Financial Consulate
Maryland
$212K +$210K +868 New
CA
563
Claro Advisors
Massachusetts
$211K +$209K +864 New
OR
564
Olympiad Research
Connecticut
$211K +$209K +864 New
SSB
565
Sandy Spring Bank
Maryland
$209K +$6.03K +25 +3%
ESCM
566
Echo Street Capital Management
New York
$209K +$206K +855 New
WCM
567
Weld Capital Management
New York
$207K +$204K +847 New
IFWM
568
Institute for Wealth Management
Colorado
$205K +$202K +838 New
DWM
569
Dakota Wealth Management
Florida
$203K +$200K +828 New
FMLI
570
Fukoku Mutual Life Insurance
Japan
$196K -$24.1K -100 -11%
QCG
571
Quadrant Capital Group
Ohio
$196K -$2.17K -9 -1%
AII
572
AGF Investments Inc
Ontario, Canada
$190K -$270K -1,117 -59%
AA
573
Ancora Advisors
Ohio
$190K – – –
SPIA
574
Steward Partners Investment Advisory
New York
$179K -$54.1K -224 -23%
FPA
575
First Pacific Advisors
California
$165K – – –