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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
576
Boston Financial Management
Massachusetts
$268K +$45.1K +775 +21%
TA
577
TFG Advisers
Michigan
$266K -$8.97K -154 -3%
SAM
578
Security Asset Management
New York
$260K
CCA
579
Checchi Capital Advisers
California
$260K +$16K +275 +7%
EIP
580
Ellis Investment Partners
Pennsylvania
$259K
First Manhattan
581
First Manhattan
New York
$257K
HCP
582
Holt Capital Partners
Texas
$257K
RWA
583
River Wealth Advisors
Pennsylvania
$257K +$246K +4,219 New
GVAG
584
Great Valley Advisor Group
Delaware
$256K +$245K +4,199 New
PFM
585
Parsec Financial Management
North Carolina
$256K +$245K +4,205 New
LF
586
Lantz Financial
Illinois
$254K +$242K +4,163 New
SFG
587
SevenBridge Financial Group
Pennsylvania
$253K -$21K -361 -8%
P
588
Pitcairn
Pennsylvania
$251K +$11.5K +198 +5%
Fayez Sarofim & Co
589
Fayez Sarofim & Co
Texas
$250K +$239K +4,107 New
PFGIA
590
Patriot Financial Group Insurance Agency
Massachusetts
$249K -$42K -722 -15%
CI
591
CX Institutional
Indiana
$248K -$699 -12 -0.3%
TCBWMS
592
Texas Capital Bank Wealth Management Services
Texas
$247K -$28.5K -490 -11%
QI
593
QS Investors
New York
$247K -$175 -3 -0.1%
SSW
594
Smith Shellnut Wilson
Mississippi
$247K
M
595
MOTCO
Texas
$247K +$97.3K +1,671 +70%
BAM
596
Blueshift Asset Management
New Jersey
$247K +$236K +4,058 New
EA
597
Emerald Advisors
Washington
$245K +$7.63K +131 +3%
1WA
598
180 Wealth Advisors
Washington
$244K -$662K -11,368 -74%
TW
599
TrinityPoint Wealth
Connecticut
$242K +$1.34K +23 +0.6%
SCA
600
Sippican Capital Advisors
Massachusetts
$242K +$6.99K +120 +3%