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Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
226
Point View Wealth Management
New Jersey
$635K -$794 -18 -0.1%
WAM
227
Weatherly Asset Management
California
$618K +$226K +5,114 +56%
AP
228
Advisor Partners
California
$582K +$157K +3,554 +36%
GBT
229
Grove Bank & Trust
Florida
$576K -$81.5K -1,849 -12%
FFWA
230
FRG Family Wealth Advisors
Washington
$558K -$293K -6,640 -34%
AIM
231
Axiom Investment Management
New York
$554K +$563K +12,769 New
V
232
Veritable
Delaware
$551K +$75.6K +1,715 +16%
ATC
233
Argent Trust Co
Tennessee
$547K +$141K +3,189 +34%
JC
234
Jacobs & Co
California
$546K
RHBC
235
R.H. Bluestein & Co
Michigan
$543K -$110K -2,500 -17%
AW
236
ACG Wealth
Georgia
$540K -$82.2K -1,863 -13%
SS
237
Simplicity Solutions
Minnesota
$525K +$534K +12,102 New
QCG
238
Quadrant Capital Group
Ohio
$511K +$388K +8,797 +259%
FB
239
Fulton Bank
Pennsylvania
$508K -$54.3K -1,231 -9%
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$506K +$514K +11,652 New
N
241
Natixis
France
$493K +$226K +5,133 +83%
VAM
242
Visionary Asset Management
Texas
$492K +$13.8K +314 +3%
PT
243
Plimoth Trust
Massachusetts
$489K -$3.31K -75 -0.7%
ONB
244
Old National Bancorp
Indiana
$485K -$706 -16 -0.1%
BOPW
245
Brandywine Oak Private Wealth
Pennsylvania
$480K +$488K +11,064 New
AWM
246
AE Wealth Management
Kansas
$478K +$220K +4,999 +83%
LPC
247
Loeb Partners Corp
New York
$475K
CIP
248
Cornerstone Investment Partners
Georgia
$473K
1WA
249
180 Wealth Advisors
Washington
$463K
VF
250
Virtu Financial
New York
$460K +$467K +10,589 New