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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
476
Flagship Harbor Advisors
Massachusetts
$399K +$20.9K +575 +5%
EFG
477
Ethos Financial Group
Pennsylvania
$399K
KAS
478
Kestra Advisory Services
Texas
$397K +$29.4K +809 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
479
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$395K +$414K +11,399 New
PAI
480
Pittenger & Anderson Inc
Nebraska
$394K
BP
481
Ballentine Partners
Massachusetts
$385K -$1.45K -40 -0.4%
VF
482
Virtu Financial
New York
$385K +$195K +5,368 +94%
SOW
483
State of Wyoming
Wyoming
$377K -$26.5K -729 -6%
PAWA
484
Palo Alto Wealth Advisors
California
$374K -$974K -26,781 -71%
BFG
485
Bleakley Financial Group
New Jersey
$374K +$30.1K +828 +8%
SW
486
Simplicity Wealth
New Jersey
$374K +$392K +10,781 New
RCA
487
Resonant Capital Advisors
Wisconsin
$371K +$389K +10,693 New
RFM
488
Royal Fund Management
Florida
$370K +$388K +10,664 New
FA
489
FDx Advisors
Illinois
$367K -$124K -3,422 -24%
PI
490
PFG Investments
New York
$363K +$380K +10,464 New
HTHT
491
Hemenway Trust Hemenway Trust
New Hampshire
$360K +$5.45K +150 +1%
FFM
492
Fullerton Fund Management
Singapore
$359K +$376K +10,347 New
VI
493
Vestcor Inc
New Brunswick, Canada
$353K -$124K -3,402 -25%
RFN
494
Redwood Financial Network
Ohio
$352K +$40.1K +1,103 +12%
JCIA
495
Jackson Creek Investment Advisors
Colorado
$347K -$12.3K -339 -3%
SSG
496
Summit Securities Group
New York
$347K +$364K +10,000 New
WI
497
WrapManager Inc
California
$345K +$7.23K +199 +2%
MGP
498
Metis Global Partners
California
$345K -$8.54K -235 -2%
IWC
499
Integrated Wealth Concepts
Massachusetts
$344K -$21.4K -588 -6%
SFFS
500
Stonehage Fleming Financial Services
Jersey
$341K +$75.4K +2,074 +19%