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Name Holding Trade Value Shares
Change
Change in
Stake
EP
301
Edgestream Partners
New Jersey
$382K -$3.53M -29,975 -90%
CIAS
302
Capital Investment Advisory Services
North Carolina
$382K
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$380K -$6.24K -53 -2%
ESCM
304
Echo Street Capital Management
New York
$378K +$405K +3,442 New
Bank of Nova Scotia
305
Bank of Nova Scotia
Ontario, Canada
$376K
VFP
306
Verus Financial Partners
Virginia
$374K
PAS
307
Park Avenue Securities
New York
$373K -$74.8K -635 -16%
CFSG
308
Clark Financial Services Group
Missouri
$373K +$1.18K +10 +0.3%
LNWWM
309
Laird Norton Wetherby Wealth Management
California
$370K
CIC
310
Crawford Investment Counsel
Georgia
$369K -$102K -870 -21%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$365K -$14K -119 -3%
NWM
312
Northwest Wealth Management
Iowa
$365K
GAM
313
Gotham Asset Management
New York
$361K -$12.6K -107 -3%
CG
314
Colony Group
Massachusetts
$346K
PA
315
Profund Advisors
Maryland
$334K -$589 -5 -0.2%
SCM
316
Shelton Capital Management
Colorado
$332K -$23.1K -196 -6%
HR
317
Howe & Rusling
New York
$331K +$64.1K +544 +22%
PWAG
318
Polaris Wealth Advisory Group
California
$330K
NFG
319
Next Financial Group
Texas
$329K -$72.6K -616 -17%
CCB
320
Cutter & Co Brokerage
Missouri
$327K +$351K +2,976 New
NIM
321
NuWave Investment Management
New Jersey
$321K +$344K +2,920 New
XT
322
XTX Topco
Cayman Islands
$320K +$343K +2,915 New
HH
323
Hilltop Holdings
Texas
$306K +$13.5K +115 +4%
SRIM
324
Saratoga Research & Investment Management
California
$302K +$324K +2,749 New
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
$300K -$2K -17 -0.6%