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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
351
Oppenheimer Asset Management
New York
$244K +$234K +964 New
PI
352
PEAK6 Investments
Illinois
$242K -$570K -2,350 -71%
CFG
353
Citizens Financial Group
Rhode Island
$234K
EWA
354
Exencial Wealth Advisors
Oklahoma
$231K +$221K +912 New
RC
355
Roundview Capital
New Jersey
$229K
V
356
Veritable
Delaware
$225K +$9.7K +40 +5%
KeyBank National Association
357
KeyBank National Association
Ohio
$222K -$8.97K -37 -4%
FFM
358
Forum Financial Management
Illinois
$220K
BWM
359
Baron Wealth Management
Michigan
$219K +$209K +863 New
OWA
360
One Wealth Advisors
California
$217K +$161K +663 +342%
SWK
361
Stephen W. Kidder
$215K
Vontobel Holding
362
Vontobel Holding
Switzerland
$213K
ASN
363
Advisory Services Network
Georgia
$212K +$31.5K +130 +18%
HCM
364
Hilton Capital Management
New York
$207K +$201K +828 New
SAM
365
Seelaus Asset Management
New Jersey
$206K -$218K -900 -53%
PFO
366
Pathstone Family Office
New Jersey
$204K -$261K -1,078 -55%
MPCG
367
Matrix Private Capital Group
New York
$203K -$970 -4 -0.5%
BMC
368
Beaton Management Company
Massachusetts
$203K +$194K +800 New
WAG
369
Wallace Advisory Group
California
$202K +$193K +798 New
KAS
370
Kestra Advisory Services
Texas
$202K -$146K -602 -43%
HI
371
Horizon Investments
North Carolina
$167K -$53.8K -222 -25%
SC
372
Steph & Co
Wisconsin
$160K +$153K +630 New
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$153K +$6.79K +28 +5%
O
374
Ossiam
France
$150K +$56K +231 +64%
WI
375
Wahed Invest
New York
$150K -$2.91K -12 -2%