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Name Holding Trade Value Shares
Change
Change in
Stake
SFI
601
SPC Financial Inc
Maryland
$217K +$209K +895 New
EFM
602
E Fund Management
China
$217K -$10.8K -46 -5%
CAM
603
Claret Asset Management
Quebec, Canada
$216K +$208K +889 New
FTWA
604
Fifth Third Wealth Advisors
Ohio
$215K +$207K +885 New
WPC
605
Wedmont Private Capital
Pennsylvania
$214K +$221K +946 New
SSA
606
Schonfeld Strategic Advisors
New York
$214K +$206K +881 New
NAS
607
Nicolet Advisory Services
Wisconsin
$214K +$214K +917 New
BP
608
Ballentine Partners
Massachusetts
$213K -$11.5K -49 -5%
AIM
609
Avity Investment Management
Connecticut
$212K +$205K +876 New
STA
610
Summit Trail Advisors
New York
$212K +$204K +873 New
FCP
611
Fidelis Capital Partners
Florida
$210K -$468 -2 -0.2%
BTI
612
Blue Trust Inc
Georgia
$207K -$53.1K -227 -19%
LCWP
613
Legacy Capital Wealth Partners
Arkansas
$206K +$198K +848 New
ECM
614
Evergreen Capital Management
Washington
$205K +$198K +846 New
EWA
615
EP Wealth Advisors
California
$204K +$197K +842 New
BMCM
616
Bryn Mawr Capital Management
Pennsylvania
$204K +$196K +840 New
AWM
617
Axxcess Wealth Management
California
$203K +$196K +839 New
AAP
618
Arax Advisory Partners
Colorado
$201K +$20.8K +89 +12%
MG
619
Mather Group
Illinois
$193K +$7.48K +32 +4%
EWA
620
EverSource Wealth Advisors
Alabama
$191K +$47.7K +204 +35%
CLOS
621
Compagnie Lombard Odier SCmA
Switzerland
$182K
WBC
622
Westpac Banking Corp
Australia
$180K -$50.3K -215 -22%
ST
623
Smithfield Trust
Pennsylvania
$170K
AF
624
Allworth Financial
California
$158K +$5.14K +22 +3%
Jones Financial Companies
625
Jones Financial Companies
Missouri
$152K +$110K +471 +289%