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Name Holding Trade Value Shares
Change
Change in
Stake
CFC
551
Coyle Financial Counsel
Illinois
$274K +$16.9K +587 +6%
BWFA
552
Baltimore-Washington Financial Advisors
Maryland
$273K +$1.61K +56 +0.5%
PWG
553
Portside Wealth Group
Utah
$272K -$27.3K -950 -8%
KAS
554
Kestra Advisory Services
Texas
$271K -$37.5K -1,303 -11%
PP
555
Prudential plc
United Kingdom
$270K -$253K -8,775 -46%
TGIA
556
Torrey Growth & Income Advisors
California
$269K -$130K -4,505 -30%
OAM
557
Ostrum Asset Management
France
$268K +$193K +6,716 +184%
MTIM
558
Marathon Trading Investment Management
Pennsylvania
$267K +$297K +10,300 New
RCM
559
Radnor Capital Management
Pennsylvania
$266K -$420K -14,580 -59%
SQA
560
Simon Quick Advisors
New Jersey
$265K +$15.4K +535 +6%
PA
561
Pinnacle Associates
New York
$265K +$295K +10,235 New
PWMAG
562
Pinnacle Wealth Management Advisory Group
New Jersey
$263K +$292K +10,160 New
LFG
563
Larson Financial Group
Missouri
$262K +$268K +9,317 +1,135%
UM
564
UniSuper Management
Australia
$261K
Rafferty Asset Management
565
Rafferty Asset Management
New York
$259K +$288K +10,013 New
WANY
566
Wealthspire Advisors (New York)
New York
$259K +$272K +9,447 +1,690%
PWM
567
Perigon Wealth Management
California
$259K +$288K +10,004 New
IAIM
568
International Assets Investment Management
Florida
$259K +$287K +9,986 New
FWM
569
Focused Wealth Management
New York
$259K -$39.9K -1,386 -12%
AG
570
Algert Global
California
$258K +$287K +9,960 New
LFM
571
LGT Fund Management
Liechtenstein
$254K
OCM
572
Orion Capital Management
California
$254K -$181K -6,300 -39%
BWM
573
BAM Wealth Management
Colorado
$253K +$48.4K +1,681 +21%
GIM
574
Groesbeck Investment Management
New Jersey
$251K -$512K -17,790 -65%
JTWM
575
Jackson Thornton Wealth Management
Alabama
$245K +$40.3K +1,400 +18%