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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Chesapeake Wealth Management
Virginia
$702K +$699K +33,100 New
FF
277
FourThought Financial
Florida
$700K +$77K +3,645 +12%
GTCM
278
Gyon Technologies Capital Management
New Jersey
$686K +$683K +32,345 New
LWM
279
Loveless Wealth Management
Montana
$683K +$9.5K +450 +1%
AIM
280
Alhambra Investment Management
Florida
$678K +$75.7K +3,585 +13%
TC
281
TownSquare Capital
Utah
$677K +$26.2K +1,240 +4%
GT
282
Glenmede Trust
Pennsylvania
$674K -$1.72M -81,510 -72%
WA
283
Wealth Alliance
New York
$674K -$76.2K -3,610 -10%
HW
284
Hancock Whitney
Mississippi
$671K +$112K +5,325 +20%
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$668K -$61.7K -2,920 -8%
JIC
286
Johnson Investment Counsel
Ohio
$661K -$4.75K -225 -0.7%
HSA
287
HBK Sorce Advisory
Pennsylvania
$658K +$16.9K +800 +3%
AWM
288
Absher Wealth Management
North Carolina
$657K +$75.1K +3,555 +13%
FHA
289
Flagship Harbor Advisors
Massachusetts
$649K +$16.8K +795 +3%
SAI
290
Systematic Alpha Investments
New Jersey
$640K
AMC
291
Asset Management Corp
Illinois
$637K
W
292
WealthStone
Ohio
$636K +$35.9K +1,700 +6%
RC
293
RegentAtlantic Capital
New Jersey
$633K -$20.3K -960 -3%
SFS
294
Sowell Financial Services
Arkansas
$630K +$4.22K +200 +0.6%
MHC
295
Meyer Handelman Company
New York
$625K
IFG
296
Independent Financial Group
California
$613K +$38.9K +1,840 +7%
WGAM
297
Wilkinson Global Asset Management
New York
$594K +$592K +28,025 New
WPW
298
Waldron Private Wealth
Pennsylvania
$586K -$493K -23,350 -46%
SSA
299
Schonfeld Strategic Advisors
New York
$583K +$581K +27,500 New
William Blair & Company
300
William Blair & Company
Illinois
$577K -$113K -5,370 -16%