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Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
226
Squarepoint
New York
$1M +$1.02M +6,441 New
PCS
227
Personal CFO Solutions
New Jersey
$1M +$6.99K +44 +1%
YWP
228
YorkBridge Wealth Partners
New York
$970K +$26.7K +168 +3%
SEC
229
Seven Eight Capital
New York
$966K +$984K +6,200 New
HTC
230
Haverford Trust Company
Pennsylvania
$925K – – –
PAS
231
Park Avenue Securities
New York
$920K -$6.35K -40 -0.7%
BCM
232
BTC Capital Management
Iowa
$910K +$308K +1,937 +50%
PFM
233
Parsec Financial Management
North Carolina
$904K – – –
HW
234
Hancock Whitney
Mississippi
$900K -$19.7K -124 -2%
SCM
235
SOL Capital Management
Maryland
$890K – – –
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$867K +$28.7K +181 +3%
SGA
237
Strategic Global Advisors
California
$844K +$860K +5,419 New
QCG
238
Quadrant Capital Group
Ohio
$837K +$58.8K +370 +7%
FAAS
239
First Allied Advisory Services
California
$827K +$398K +2,507 +90%
EAM
240
Eagle Asset Management
Florida
$812K -$37.5K -236 -4%
PAG
241
Private Advisor Group
New Jersey
$803K +$5.4K +34 +0.6%
CIBC World Market
242
CIBC World Market
Ontario, Canada
$798K -$434K -2,732 -35%
PA
243
Pinnacle Associates
New York
$796K – – –
S
244
SignatureFD
Georgia
$790K +$47.5K +299 +6%
TCBWMS
245
Texas Capital Bank Wealth Management Services
Texas
$779K +$794K +5,000 New
BG
246
Bahl & Gaynor
Ohio
$764K -$47.6K -300 -6%
SCM
247
Stevens Capital Management
Pennsylvania
$764K +$779K +4,903 New
VWM
248
Venturi Wealth Management
Texas
$749K +$99.9K +629 +15%
MCC
249
Malaga Cove Capital
California
$732K +$3.97K +25 +0.5%
WA
250
Wambolt & Associates
Colorado
$721K +$28.3K +178 +4%