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Name Holding Trade Value Shares
Change
Change in
Stake
AP
151
Advisor Partners
California
$794K -$83.5K -1,839 -10%
SG
152
Stonnington Group
California
$767K +$789K +17,381 New
HC
153
Henshaw Capital
Massachusetts
$767K
FB
154
Fulton Bank
Pennsylvania
$720K -$21.3K -469 -3%
SEI Investments
155
SEI Investments
Pennsylvania
$705K
PAS
156
Park Avenue Securities
New York
$700K +$138K +3,033 +25%
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$688K -$1.04M -22,876 -61%
HDIM
158
Hanson & Doremus Investment Management
Vermont
$686K -$53.7K -1,184 -7%
S
159
SignatureFD
Georgia
$681K +$31.2K +688 +5%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$680K -$11.6K -256 -2%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$662K -$74.8K -1,649 -10%
TAM
162
Trillium Asset Management
Massachusetts
$654K -$141K -3,102 -18%
SSB
163
Sandy Spring Bank
Maryland
$654K -$18.9K -417 -3%
4WM
164
44 Wealth Management
Oregon
$652K -$113K -2,497 -15%
AWM
165
Altium Wealth Management
New York
$648K +$55.6K +1,224 +10%
FLPIM
166
F.L. Putnam Investment Management
Massachusetts
$623K +$4.27K +94 +0.7%
IWA
167
Intercontinental Wealth Advisors
Texas
$623K +$22.6K +497 +4%
KPWS
168
Kestra Private Wealth Services
Texas
$622K +$75.5K +1,664 +14%
WCM Investment Management
169
WCM Investment Management
California
$621K +$335K +7,381 +122%
HAG
170
HighPoint Advisor Group
Illinois
$615K +$36.5K +805 +7%
9WM
171
9258 Wealth Management
Ohio
$613K +$4.49K +99 +0.8%
SFS
172
Sowell Financial Services
Arkansas
$605K +$23.5K +517 +4%
MNBTD
173
Moody National Bank Trust Division
Texas
$603K +$3.22K +71 +0.5%
RC
174
RegentAtlantic Capital
New Jersey
$591K -$1.09K -24 -0.2%
CS
175
Comerica Securities
Michigan
$590K -$6.31K -139 -1%