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Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
301
New England Private Wealth Advisors
Massachusetts
$284K
TG
302
TLP Group
Illinois
$284K +$296K +6,064 New
RWA
303
River Wealth Advisors
Pennsylvania
$277K -$16.9K -347 -6%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$275K +$21.2K +434 +8%
GCA
305
Gideon Capital Advisors
New York
$272K +$24.5K +501 +9%
WSFS
306
Wilmington Savings Fund Society
Delaware
$272K +$68.3K +1,400 +32%
US Bancorp
307
US Bancorp
Minnesota
$271K -$24.2K -496 -8%
IA
308
IFP Advisors
Florida
$267K +$6.49K +133 +2%
OMCS
309
Old Mutual Customised Solutions
South Africa
$258K
FIM
310
Freedom Investment Management
Connecticut
$255K +$976 +20 +0.4%
PGFC
311
Peapack-Gladstone Financial Corp
New Jersey
$254K
LTFS
312
Ladenburg Thalmann Financial Services
Florida
$254K +$2.1K +43 +0.8%
UF
313
Univest Financial
Pennsylvania
$253K
SCM
314
Stellar Capital Management
Arizona
$251K
MA
315
MUFG Americas
New York
$237K -$45.9K -941 -16%
GL
316
GLG LLC
New York
$237K -$23K -471 -9%
HTC
317
Haverford Trust Company
Pennsylvania
$232K
HCM
318
Harvest Capital Management
New Hampshire
$231K
SFA
319
Sequoia Financial Advisors
Ohio
$231K
SI
320
Stephens Inc
Arkansas
$231K +$241K +4,933 New
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$230K
TTWM
322
TCV Trust & Wealth Management
Virginia
$230K
BAM
323
Belpointe Asset Management
Nevada
$213K +$222K +4,546 New
BMC
324
Beaton Management Company
Massachusetts
$211K
MIH
325
Madison Investment Holdings
Wisconsin
$211K