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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
476
Cookson Peirce & Co
Pennsylvania
$339K +$36.9K +395 +11%
FFA
477
Farther Finance Advisors
California
$338K +$6.16K +66 +2%
FRM
478
Fox Run Management
Connecticut
$332K -$494K -5,292 -58%
SAM
479
Sagewood Asset Management
New York
$331K +$89.7K +961 +34%
MOS
480
MGO One Seven
Ohio
$330K +$58.8K +630 +20%
DWT
481
Dorsey & Whitney Trust
South Dakota
$329K – – –
WT
482
Whittier Trust
California
$328K – – –
NA
483
Navellier & Associates
Nevada
$328K +$350K +3,748 New
JTWM
484
Jackson Thornton Wealth Management
Alabama
$328K -$48.9K -524 -13%
ECM
485
Evergreen Capital Management
Washington
$325K +$29.2K +313 +9%
SHFA
486
SC&H Financial Advisors
Maryland
$323K +$93 +1 +0%
VI
487
Vestcor Inc
New Brunswick, Canada
$322K – – –
CAG
488
Crestwood Advisors Group
Massachusetts
$321K +$62.5K +669 +22%
WWC
489
Waypoint Wealth Counsel
Georgia
$321K -$84.1K -901 -20%
WTC
490
WhitTier Trust Company
Nevada
$319K – – –
BAAM
491
Baker Avenue Asset Management
California
$316K +$337K +3,614 New
SSA
492
Schonfeld Strategic Advisors
New York
$315K -$3.55M -37,979 -91%
IAA
493
Independent Advisor Alliance
North Carolina
$314K -$67.2K -720 -17%
ACA
494
Atlas Capital Advisors
Wyoming
$314K – – –
PFA
495
Pure Financial Advisors
California
$313K +$2.9K +31 +0.9%
GIA
496
Gateway Investment Advisers
Ohio
$313K +$105K +1,121 +46%
G
497
GenTrust
Florida
$311K +$84.3K +903 +34%
TCIIS
498
TIAA-CREF Individual & Institutional Services
New York
$311K +$332K +3,552 New
KCP
499
Kera Capital Partners
California
$308K +$29.2K +313 +10%
PWMAG
500
Pinnacle Wealth Management Advisory Group
New Jersey
$306K +$93 +1 +0%
18 19
20
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