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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$223K +$28.3K +1,251 +23%
BPA
327
Beacon Pointe Advisors
California
$222K +$148K +6,522 New
IA
328
IFP Advisors
Florida
$219K +$66.3K +2,929 +83%
SWMG
329
Strategic Wealth Management Group
Maryland
$213K +$142K +6,283 New
TW
330
TrinityPoint Wealth
Connecticut
$211K +$65.3K +2,883 New
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$209K
HIM
332
Hotaling Investment Management
Pennsylvania
$206K +$138K +6,073 New
KFGK
333
Keystone Financial Group (Kentucky)
Kentucky
$204K +$136K +6,025 New
RG
334
Rathbones Group
United Kingdom
$203K +$136K +6,000 New
Ohio Public Employees Retirement System (OPERS)
335
Ohio Public Employees Retirement System (OPERS)
Ohio
$187K +$125K +5,505 New
VCM
336
Vigilant Capital Management
Maine
$178K
PHK
337
Point72 Hong Kong
Hong Kong
$175K -$159K -7,031 -58%
BWM
338
BerganKDV Wealth Management
Minnesota
$163K -$951K -42,000 -90%
NICM
339
Neo Ivy Capital Management
New York
$152K -$57.1K -2,521 -36%
NFG
340
Next Financial Group
Texas
$152K +$101K +4,476 New
SFS
341
Sowell Financial Services
Arkansas
$145K -$102K -4,511 -51%
PNC Financial Services Group
342
PNC Financial Services Group
Pennsylvania
$143K +$54.7K +2,415 +132%
AWM
343
AllSquare Wealth Management
New York
$142K +$20.1K +886 +27%
FCA
344
FinTrust Capital Advisors
South Carolina
$136K
LJHT
345
Laurie J. Hall Trustee
$130K -$31.9K -1,409 -27%
MIFH
346
Migdal Insurance & Financial Holdings
Israel
$129K +$86K +3,800 New
FMT
347
First Mercantile Trust
Tennessee
$119K +$79.1K +3,495 New
APA
348
American Portfolios Advisors
New York
$112K -$1.13M -50,122 -94%
CAAS
349
Capital Asset Advisory Services
Michigan
$108K +$72.1K +3,186 New
RE
350
RBC Europe
United Kingdom
$107K +$43.6K +1,925 +158%