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Name Holding Trade Value Shares
Change
Change in
Stake
FHB
351
First Hawaiian Bank
Hawaii
$375K +$128K +6,120 +57%
VFA
352
Valeo Financial Advisors
Indiana
$372K -$5.86K -280 -2%
LJAC
353
L.J. Altfest & Co
New York
$370K +$78.7K +3,760 +29%
KPW
354
Kore Private Wealth
New York
$369K +$48K +2,295 +16%
FPCP
355
Fort Point Capital Partners
California
$358K +$339K +16,170 New
LC
356
Lindbrook Capital
California
$349K +$6.49K +310 +2%
PCS
357
Personal CFO Solutions
New Jersey
$344K -$171K -8,160 -34%
KWA
358
KCS Wealth Advisory
California
$344K -$10.3K -490 -3%
PWPS
359
Pinnacle Wealth Planning Services
Ohio
$343K +$2.3K +110 +0.7%
GII
360
Gryphon International Investment
Ontario, Canada
$341K
QT
361
Quantbot Technologies
New York
$337K +$320K +15,265 New
HI
362
Harbour Investments
Wisconsin
$335K -$16.4K -785 -5%
BIC
363
Beach Investment Counsel
Pennsylvania
$335K
RJT
364
Raymond James Trust
Florida
$332K +$22.7K +1,085 +8%
DekaBank Deutsche Girozentrale
365
DekaBank Deutsche Girozentrale
Germany
$330K +$115K +5,500 +59%
FSA
366
Franklin Street Advisors
North Carolina
$323K +$21.1K +1,010 +7%
AAS
367
Avantax Advisory Services
Texas
$319K
Parallax Volatility Advisers
368
Parallax Volatility Advisers
California
$319K +$302K +14,415 New
AIM
369
Anchor Investment Management
South Carolina
$318K
EDRH
370
Edmond de Rothschild Holding
Switzerland
$316K +$4.66M +222,500 New
SW
371
SkyOak Wealth
Michigan
$315K
SW
372
SteelPeak Wealth
California
$311K -$142K -6,770 -33%
AT
373
Arden Trust
Delaware
$302K +$8.9K +425 +3%
LFA
374
Legacy Financial Advisors
Kentucky
$302K +$286K +13,660 New
CP
375
Corbenic Partners
Pennsylvania
$298K