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Name Holding Trade Value Shares
Change
Change in
Stake
BP
851
Ballentine Partners
Massachusetts
$273K +$88.1K +519 +39%
CCM
852
Coldstream Capital Management
Washington
$270K +$62.3K +367 +25%
ProShare Advisors
853
ProShare Advisors
Maryland
$267K -$849 -5 -0.3%
PIA
854
Prakash Investment Advisors
Massachusetts
$265K -$221K -1,300 -42%
CW
855
CreativeOne Wealth
Kansas
$264K +$307K +1,807 New
TM
856
TigerOak Management
New Mexico
$263K +$305K +1,800 New
WSFS
857
Wilmington Savings Fund Society
Delaware
$263K -$485K -2,860 -61%
IWA
858
IVC Wealth Advisors
Pennsylvania
$260K +$33.4K +197 +12%
QWP
859
Quotient Wealth Partners
Texas
$258K +$31.7K +187 +12%
FSA
860
Fort Sheridan Advisors
Illinois
$258K +$63.6K +375 +27%
JCM
861
Jacobi Capital Management
Pennsylvania
$257K +$849 +5 +0.3%
OHWP
862
Oak Harbor Wealth Partners
North Carolina
$256K -$65.7K -387 -18%
ACM
863
Adalta Capital Management
New York
$254K
OBWG
864
Onyx Bridge Wealth Group
New York
$253K +$32.6K +192 +13%
AA
865
Alta Advisers
United Kingdom
$253K +$293K +1,728 New
FFA
866
Fi3 Financial Advisors
Indiana
$251K +$292K +1,719 New
EFS
867
Essex Financial Services
Connecticut
$249K +$17.3K +102 +6%
CM
868
Caption Management
Oklahoma
$248K +$288K +1,700 New
GF
869
Gabelli Funds
New York
$246K -$62.8K -370 -18%
SAM
870
Silvercrest Asset Management
New York
$245K
HIA
871
Harbor Investment Advisory
Maryland
$245K +$211K +1,244 +286%
LI
872
LMCG Investments
Massachusetts
$245K -$75.9K -447 -21%
WGC
873
Watts Gwilliam & Co
Arizona
$244K +$43.8K +258 +18%
PA
874
PFG Advisors
Arizona
$239K -$17K -100 -6%
GAG
875
GM Advisory Group
New York
$238K