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Name Holding Trade Value Shares
Change
Change in
Stake
QCG
476
Quadrant Capital Group
Ohio
$365K +$22K +120 +7%
SDIC
477
South Dakota Investment Council
South Dakota
$364K
DAS
478
Diversify Advisory Services
Utah
$360K +$349K +1,904 New
FFM
479
Forum Financial Management
Illinois
$350K
PPWM
480
Perissos Private Wealth Management
Oklahoma
$349K +$323K +1,762 New
Bessemer Group
481
Bessemer Group
New Jersey
$342K +$40.5K +221 +15%
TAM
482
Trust Asset Management
Texas
$338K
PP
483
Prudential plc
United Kingdom
$337K -$747K -4,077 -71%
CG
484
Caprock Group
Idaho
$337K +$16.5K +90 +6%
HNB
485
Huntington National Bank
Ohio
$337K -$8.61K -47 -3%
CANY
486
Caxton Associates (New York)
New York
$336K -$2.23M -12,155 -88%
WPC
487
Wedmont Private Capital
Pennsylvania
$330K +$19.1K +104 +7%
CG
488
Cynosure Group
Utah
$328K +$304K +1,657 New
PWG
489
Portside Wealth Group
Utah
$324K +$14.7K +80 +5%
AIP
490
Ameritas Investment Partners
Nebraska
$324K
CCM
491
Campbell Capital Management
Florida
$317K
AWAU
492
Alliance Wealth Advisors (Utah)
Utah
$310K -$183 -1 -0.1%
CI
493
Cigna Investments
Connecticut
$307K
BP
494
Ballentine Partners
Massachusetts
$306K +$45.4K +248 +19%
SW
495
SVB Wealth
Massachusetts
$306K -$34.6K -189 -11%
ICG
496
InterOcean Capital Group
Tennessee
$303K -$4.58K -25 -2%
EAM
497
Empirical Asset Management
Massachusetts
$302K +$58.3K +318 +26%
PP
498
Patten & Patten
Tennessee
$300K
WC
499
Woodstock Corp
Massachusetts
$298K
WPWM
500
Windward Private Wealth Management
Kansas
$297K