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Name Holding Trade Value Shares
Change
Change in
Stake
CP
901
Covenant Partners
Tennessee
$391K
Bessemer Group
902
Bessemer Group
New Jersey
$391K -$17.5M -470,439 -98%
QPWM
903
Quadrant Private Wealth Management
Pennsylvania
$390K
IAN
904
Integrated Advisors Network
Texas
$390K -$75.5K -2,030 -18%
WCG
905
Weaver Consulting Group
California
$389K +$372 +10 +0.1%
CA
906
Clearstead Advisors
Ohio
$388K +$102K +2,732 +44%
AP
907
AlpInvest Partners
Netherlands
$388K -$673K -18,094 -67%
GWCM
908
Godshalk Welsh Capital Management
Pennsylvania
$386K
SWMP
909
Signature Wealth Management Partners
New Jersey
$385K -$48.3K -1,300 -13%
Loomis, Sayles & Company
910
Loomis, Sayles & Company
Massachusetts
$383K +$330K +8,877 New
WTB
911
Washington Trust Bank
Washington
$381K -$245K -6,585 -43%
TSWM
912
Tyler-Stone Wealth Management
Ohio
$378K +$325K +8,745 New
NYLIM
913
New York Life Investment Management
New York
$378K -$2.27K -61 -0.7%
OAM
914
Ostrum Asset Management
France
$377K +$245K +6,603 +309%
CA
915
CoreCap Advisors
Michigan
$372K +$320K +8,613 New
WDL
916
Well Done LLC
Michigan
$370K -$1.9K -51 -0.6%
JPLA
917
Joseph P. Lucia & Associates
New York
$370K +$5.54K +149 +2%
WA
918
Wealth Advisors
California
$369K +$46.8K +1,259 +18%
AF
919
Allworth Financial
California
$368K +$129K +3,466 +68%
SFP
920
Sweet Financial Partners
Minnesota
$368K
OBWG
921
Onyx Bridge Wealth Group
New York
$365K +$314K +8,444 New
GCIA
922
Gabelli & Co Investment Advisers
New York
$363K +$312K +8,400 New
AWA
923
Arete Wealth Advisors
Illinois
$362K -$30.4K -817 -9%
FRA
924
Frank Rimerman Advisors
California
$360K -$2.01K -54 -0.6%
NICM
925
Neo Ivy Capital Management
New York
$359K +$309K +8,322 New