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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
376
Wedmont Private Capital
Pennsylvania
$160K
BP
377
Ballentine Partners
Massachusetts
$159K +$10.6K +987 +8%
LWM
378
Laidlaw Wealth Management
New York
$156K +$4.97K +464 +4%
CIM
379
Confluence Investment Management
Missouri
$155K +$1.26K +118 +0.9%
Parallax Volatility Advisers
380
Parallax Volatility Advisers
California
$154K +$141K +13,184 New
CM
381
CoreCommodity Management
Connecticut
$146K -$627K -58,492 -82%
GIA
382
Gateway Investment Advisers
Ohio
$146K
SIA
383
Schechter Investment Advisors
Michigan
$143K +$131K +12,219 New
WH
384
Willner & Heller
California
$141K +$130K +12,100 New
SYBT
385
Stock Yards Bank & Trust
Kentucky
$140K +$18.5K +1,725 +17%
KFS
386
Keynote Financial Services
Connecticut
$137K +$15K +1,400 +14%
AAS
387
Ameritas Advisory Services
Nebraska
$136K +$125K +11,650 New
CCMT
388
CMT Capital Markets Trading
Germany
$132K +$121K +11,285 New
SEIA
389
Signature Estate & Investment Advisors
California
$132K +$1.22K +114 +1%
LA
390
Legacy Advisors
Pennsylvania
$131K +$121K +11,254 New
BAM
391
Belpointe Asset Management
Nevada
$131K -$23.1K -2,150 -16%
RWB
392
RMR Wealth Builders
New Jersey
$126K +$116K +10,803 New
SFA
393
Sequoia Financial Advisors
Ohio
$125K -$45.7K -4,262 -28%
Cerity Partners
394
Cerity Partners
New York
$125K +$115K +10,721 New
SBIA
395
Sheaff Brock Investment Advisors
Indiana
$122K
CSPIA
396
Cary Street Partners Investment Advisory
Virginia
$121K -$9.92K -925 -8%
BAAM
397
Baker Avenue Asset Management
California
$120K -$9.06K -845 -8%
M&T Bank
398
M&T Bank
New York
$118K
PWP
399
Phillips Wealth Planners
Mississippi
$118K +$115K +10,705 New
PAS
400
Park Avenue Securities
New York
$117K -$18.8K -1,756 -15%