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Name Holding Trade Value Shares
Change
Change in
Stake
S
126
SignatureFD
Georgia
$372K +$72.2K +2,449 +23%
HWMA
127
Heritage Wealth Management (Arizona)
Arizona
$367K +$63.3K +2,149 +20%
CCA
128
Checchi Capital Advisers
California
$359K -$31.4K -1,066 -8%
B
129
Bailard
California
$352K +$354 +12 +0.1%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$350K +$108K +3,655 +43%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$344K +$63.4K +2,151 +22%
WT
132
Whittier Trust
California
$338K +$5.95K +202 +2%
V
133
Veritable
Delaware
$336K
MIM
134
Martin Investment Management
Florida
$326K +$9.28K +315 +3%
RPA
135
Rock Point Advisors
Vermont
$325K -$4.86K -165 -1%
AR
136
Advisory Research
Illinois
$317K +$42.2K +1,431 +15%
BF
137
BOK Financial
Oklahoma
$314K +$321K +10,877 New
PWPS
138
Pinnacle Wealth Planning Services
Ohio
$313K -$11.7K -397 -4%
HIA
139
Harbor Investment Advisory
Maryland
$307K
Prudential Financial
140
Prudential Financial
New Jersey
$298K -$5.51K -187 -2%
TPCW
141
TD Private Client Wealth
New York
$288K +$1.47K +50 +0.5%
QCG
142
Quadrant Capital Group
Ohio
$281K +$17.9K +608 +7%
HW
143
Hancock Whitney
Mississippi
$259K -$33.2K -1,128 -11%
WI
144
WrapManager Inc
California
$258K +$263K +8,933 New
GT
145
Glenmede Trust
Pennsylvania
$253K +$18.1K +613 +8%
PCS
146
Personal CFO Solutions
New Jersey
$253K +$258K +8,760 New
EI
147
Ellevest Inc
New York
$249K +$19.9K +676 +9%
Two Sigma Investments
148
Two Sigma Investments
New York
$246K +$251K +8,507 New
AAS
149
Avantax Advisory Services
Texas
$245K +$251K +8,506 New
SFO
150
Stokes Family Office
Louisiana
$239K +$13.7K +464 +6%