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Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
551
Blue Square Asset Management
New York
$718K +$306K +5,773 +88%
NL
552
NWAM LLC
Washington
$712K +$42.8K +806 +7%
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$708K +$81.9K +1,544 +15%
CCP
554
Corient Capital Partners
California
$704K +$58.3K +1,100 +10%
RIL
555
Rothschild Investment LLC
Illinois
$701K -$24.8K -468 -4%
HS
556
HighVista Strategies
Massachusetts
$697K +$26.5K +500 +4%
AAP
557
Ardsley Advisory Partners
Connecticut
$697K +$636K +12,000 New
BDWM
558
Brewin Dolphin Wealth Management
Ireland
$690K
PCM
559
Penserra Capital Management
California
$688K -$24.2K -456 -4%
BP
560
Ballentine Partners
Massachusetts
$688K +$1.49K +28 +0.2%
RMCM
561
Reynders McVeigh Capital Management
Massachusetts
$685K +$3.23K +61 +0.5%
IA
562
IFP Advisors
Florida
$683K -$218K -4,103 -26%
AF
563
Advisornet Financial
Minnesota
$681K +$8.38K +158 +1%
Toronto Dominion Bank
564
Toronto Dominion Bank
Ontario, Canada
$674K +$48.9K +921 +9%
CIM
565
Confluence Investment Management
Missouri
$670K +$28.3K +534 +3%
MC
566
Moors & Cabot
Massachusetts
$669K +$285K +5,371 +87%
VWM
567
Venturi Wealth Management
Texas
$655K -$13.4K -252 -2%
SFA
568
Sequoia Financial Advisors
Ohio
$638K -$62.1K -1,170 -10%
HNB
569
Huntington National Bank
Ohio
$631K -$71.1K -1,340 -11%
MAM
570
Morse Asset Management
Connecticut
$630K +$575K +10,850 New
EFS
571
Essex Financial Services
Connecticut
$624K +$570K +10,746 New
Lido Advisors
572
Lido Advisors
California
$619K +$67.9K +1,281 +14%
MPCG
573
Matrix Private Capital Group
New York
$619K +$561K +10,579 New
HHAA
574
Henry H. Armstrong Associates
Pennsylvania
$619K +$565K +10,658 New
VC
575
Veracity Capital
Georgia
$611K +$558K +10,524 New