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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
326
Breiter Capital Management
Florida
$260K
PCG
327
Private Capital Group
Connecticut
$259K +$14.7K +101 +6%
PP
328
PDS Planning
Ohio
$258K +$27.6K +190 +11%
CI
329
CX Institutional
Indiana
$257K
CMO
330
Covenant Multifamily Offices
Texas
$256K -$1.74K -12 -0.6%
EH
331
Equitable Holdings
New York
$255K
SFA
332
Sequoia Financial Advisors
Ohio
$253K -$70.3K -484 -20%
HPC
333
HM Payson & Co
Maine
$253K
JFA
334
JNBA Financial Advisors
Minnesota
$253K
BWP
335
Baldwin Wealth Partners
Massachusetts
$253K +$20.5K +141 +8%
WANY
336
Wealthspire Advisors (New York)
New York
$252K +$271K +1,864 New
CHAM
337
Clear Harbor Asset Management
Connecticut
$251K
PAM
338
Panagora Asset Management
Massachusetts
$246K +$265K +1,824 New
ACM
339
Ategra Capital Management
Virginia
$245K
OC
340
Oppenheimer & Co
New York
$244K +$262K +1,807 New
EM
341
ELCO Management
New York
$243K
HFAS
342
Hummer Financial Advisory Services
Illinois
$243K
HNB
343
Huntington National Bank
Ohio
$242K +$44.7K +308 +21%
LCM
344
LCM Capital Management
Illinois
$241K +$290 +2 +0.1%
SCP
345
Sandhill Capital Partners
New York
$241K +$259K +1,782 New
RC
346
RegentAtlantic Capital
New Jersey
$240K -$10.9K -75 -4%
PCA
347
Personal Capital Advisors
California
$239K -$436 -3 -0.2%
BDFN
348
Bond & Devick Financial Network
Minnesota
$239K
TSS
349
Two Sigma Securities
New York
$238K +$256K +1,766 New
Bessemer Group
350
Bessemer Group
New Jersey
$236K -$97.8K -674 -28%