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Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
626
Pictet North America Advisors
Switzerland
$234K
AAM
627
AR Asset Management
California
$233K +$213K +5,006 New
NFP
628
Narus Financial Partners
Utah
$232K -$8.53K -200 -4%
PMAM
629
Picton Mahoney Asset Management
Ontario, Canada
$232K +$213K +5,000 New
SBA
630
Secrest Blakey & Associates
North Carolina
$232K +$213K +5,000 New
KMWM
631
Keudell/Morrison Wealth Management
Oregon
$231K
PGFC
632
Peapack-Gladstone Financial Corp
New Jersey
$231K +$212K +4,972 New
PGA
633
Portland Global Advisors
Maine
$228K +$209K +4,906 New
NA
634
NewEdge Advisors
Louisiana
$227K +$204K +4,785 New
AAS
635
Avantax Advisory Services
Texas
$225K +$207K +4,853 New
EAM
636
Eventide Asset Management
Massachusetts
$223K -$712K -16,700 -78%
ECM
637
Evergreen Capital Management
Washington
$222K -$450K -10,547 -69%
CCIA
638
Campbell & Co Investment Adviser
Maryland
$221K +$202K +4,746 New
FCM
639
Fairbanks Capital Management
California
$220K +$201K +4,723 New
EWA
640
EP Wealth Advisors
California
$218K +$200K +4,697 New
SPIA
641
Steward Partners Investment Advisory
New York
$215K +$14.9K +349 +8%
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$212K -$65K -1,524 -25%
SIMM
643
Stillwater Investment Management (Minnesota)
Minnesota
$211K +$194K +4,540 New
LC
644
Lindbrook Capital
California
$209K +$6.65K +156 +4%
RhumbLine Advisers
645
RhumbLine Advisers
Massachusetts
$205K +$188K +4,400 New
IWP
646
Icon Wealth Partners
Texas
$205K +$188K +4,417 New
BOS
647
Bank of Stockton
California
$201K +$185K +4,333 New
FCA
648
FinTrust Capital Advisors
South Carolina
$199K -$6.18K -145 -3%
CQS
649
Credential Qtrade Securities
$196K -$1.28K -30 -0.7%
BWP
650
Baldwin Wealth Partners
Massachusetts
$192K +$164K +3,835 +1,278%