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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
501
Lumature Wealth Partners
Georgia
$208K +$1.94K +20 +1%
NFSG
502
Newbridge Financial Services Group
Florida
$207K +$121K +1,247 +165%
CP
503
Capital Planning
Washington
$206K -$97.1K -1,000 -33%
FIA
504
FNY Investment Advisers
New York
$206K +$194K +2,000 New
FFM
505
Forum Financial Management
Illinois
$206K +$194K +2,000 New
FPWM
506
FSB Premier Wealth Management
Iowa
$206K +$195K +2,003 New
PFS
507
Prospera Financial Services
Texas
$205K +$194K +1,996 New
DAS
508
Dynamic Advisor Solutions
Arizona
$204K -$851K -8,761 -82%
TFA
509
Tranquilli Financial Advisor
New Jersey
$204K +$192K +1,974 New
AWP
510
Abacus Wealth Partners
California
$204K +$192K +1,977 New
AA
511
Ancora Advisors
Ohio
$202K +$124K +1,278 +187%
AC
512
Abbrea Capital
California
$201K +$189K +1,947 New
CCM
513
Coldstream Capital Management
Washington
$200K +$188K +1,939 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
514
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$197K -$2M -20,575 -91%
Marshall Wace
515
Marshall Wace
United Kingdom
$192K -$10.6M -109,347 -98%
SCA
516
Snowden Capital Advisors
New York
$179K +$169K +1,744 New
FPA
517
First Pacific Advisors
California
$159K – – –
MA
518
Montag & Associates
Georgia
$155K – – –
BWP
519
Baldwin Wealth Partners
Massachusetts
$145K +$122K +1,260 +840%
WT
520
Whittier Trust
California
$144K – – –
Bessemer Group
521
Bessemer Group
New Jersey
$136K +$38.1K +392 +42%
Asset Management One
522
Asset Management One
Japan
$135K +$11K +113 +9%
PCG
523
Private Capital Group
Connecticut
$134K – – –
CA
524
Clearstead Advisors
Ohio
$130K -$67K -690 -35%
PCM
525
Penserra Capital Management
California
$124K +$37.3K +384 +47%