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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
476
Alethea Capital Management
Washington
$449K +$447K +1,722 New
WI
477
Wahed Invest
New York
$448K +$447K +1,721 New
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$447K +$445K +1,715 New
S
479
Surevest
California
$440K – – –
AG
480
Ascent Group
Virginia
$439K +$485K +1,868 New
MWM
481
Modera Wealth Management
New Jersey
$438K +$436K +1,681 New
APA
482
American Portfolios Advisors
New York
$436K +$38.9K +150 +10%
PP
483
Patten & Patten
Tennessee
$434K – – –
Wolverine Trading
484
Wolverine Trading
Illinois
$430K -$54K -208 -11%
YWP
485
YorkBridge Wealth Partners
New York
$425K +$14.5K +56 +4%
AG
486
AIA Group
Hong Kong
$419K +$121K +467 +41%
CCM
487
Campbell Capital Management
Florida
$417K – – –
WC
488
Woodstock Corp
Massachusetts
$415K – – –
TMAM
489
Tokio Marine Asset Management
Japan
$413K +$44.6K +172 +12%
RT
490
Rockland Trust
Massachusetts
$405K -$72.7K -280 -15%
DP
491
Dearborn Partners
Illinois
$399K – – –
GIA
492
Guyasuta Investment Advisors
Pennsylvania
$394K +$519 +2 +0.1%
WPWM
493
Windward Private Wealth Management
Kansas
$391K – – –
BHCM
494
Boulder Hill Capital Management
New York
$391K +$389K +1,500 New
ECM
495
Everence Capital Management
Indiana
$390K -$509K -1,960 -57%
SWM
496
SeaCrest Wealth Management
New York
$389K – – –
BG
497
Bollard Group
Massachusetts
$388K +$778 +3 +0.2%
PNC
498
Park National Corp
Ohio
$386K -$1.82K -7 -0.5%
MME
499
Meag Munich Ergo
Germany
$384K – – –
OTL
500
Oak Thistle LLC
New York
$384K +$382K +1,474 New