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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
276
Blueshift Asset Management
New Jersey
$371K +$406K +3,343 New
BOH
277
Bank of Hawaii
Hawaii
$370K +$10.6K +87 +3%
AIA
278
Angeles Investment Advisors
California
$366K -$127K -1,042 -24%
ADL
279
Asset Dedication LLC
California
$356K +$238K +1,958 +152%
FT
280
Fiduciary Trust
Massachusetts
$355K +$973 +8 +0.3%
SWM
281
Sendero Wealth Management
Texas
$352K +$385K +3,170 New
TPCW
282
TD Private Client Wealth
New York
$351K +$15.4K +127 +4%
CGA
283
Channing Global Advisors
Florida
$347K +$10.8K +89 +3%
SFG
284
SevenBridge Financial Group
Pennsylvania
$347K +$151K +1,242 +66%
PHIC
285
Pine Haven Investment Counsel
Massachusetts
$342K
Voloridge Investment Management
286
Voloridge Investment Management
Florida
$338K +$371K +3,050 New
FF
287
FourThought Financial
Florida
$337K +$15.6K +128 +4%
FAIM
288
Financial Advocates Investment Management
Washington
$336K -$437K -3,591 -54%
Millennium Management
289
Millennium Management
New York
$333K -$544K -4,472 -60%
RJT
290
Raymond James Trust
Florida
$331K -$117K -959 -24%
MM
291
MQS Management
New York
$330K +$361K +2,971 New
AWM
292
AE Wealth Management
Kansas
$329K -$14.3K -118 -4%
FTA
293
Financial & Tax Architects
Missouri
$328K +$55.8K +459 +18%
ET
294
Equitable Trust
Tennessee
$324K +$58.8K +484 +20%
PSP
295
Principal Street Partners
Tennessee
$324K +$355K +2,921 New
Charles Schwab
296
Charles Schwab
California
$322K -$25.4K -209 -7%
EWA
297
EP Wealth Advisors
California
$319K +$73.8K +607 +27%
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$317K +$348K +2,861 New
PFO
299
Pathstone Family Office
New Jersey
$316K -$55K -452 -14%
IFWM
300
Institute for Wealth Management
Colorado
$313K +$13.3K +109 +4%