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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
351
Pointe Capital Management
Michigan
$336K +$344K +6,780 New
FA
352
FDx Advisors
Illinois
$335K -$124K -2,449 -27%
DAC
353
Dividend Assets Capital
South Carolina
$334K +$33.4K +660 +11%
AP
354
Advisor Partners
California
$331K +$63.8K +1,258 +23%
SCM
355
SOL Capital Management
Maryland
$330K
ACP
356
Ashfield Capital Partners
California
$316K +$17K +335 +6%
SWM
357
Segment Wealth Management
Texas
$313K -$14.1K -278 -4%
RCAG
358
Rehmann Capital Advisory Group
Michigan
$309K -$27.3K -538 -8%
BAM
359
Burnham Asset Management
New York
$307K +$65.9K +1,300 +27%
FBC
360
Fairfield, Bush & Co
Connecticut
$301K
BRWA
361
B. Riley Wealth Advisors
Florida
$300K +$26.1K +515 +9%
FPFS
362
First Personal Financial Services
North Carolina
$294K
MFS
363
MSI Financial Services
Massachusetts
$292K -$3.29K -65 -1%
MC
364
Moors & Cabot
Massachusetts
$291K -$86.2K -1,700 -22%
FIM
365
Freedom Investment Management
Connecticut
$291K -$9.48K -187 -3%
BOTW
366
Bank of the West
California
$288K +$295K +5,819 New
CB
367
Commerce Bank
Missouri
$286K +$43.7K +863 +18%
AT
368
Arden Trust
Delaware
$283K +$290K +5,716 New
MCM
369
Manchester Capital Management
Vermont
$282K
FLAM
370
First Light Asset Management
Minnesota
$281K
VFA
371
Voya Financial Advisors
Connecticut
$276K +$69.4K +1,369 +33%
BNP Paribas Financial Markets
372
BNP Paribas Financial Markets
France
$275K -$96.9K -1,912 -26%
HIC
373
Holderness Investments Company
North Carolina
$273K
OWD
374
Osborn Williams & Donohoe
Ohio
$271K
Walleye Trading
375
Walleye Trading
New York
$270K -$85.2K -1,682 -24%