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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
626
Whalerock Point Partners
Rhode Island
$282K
SFG
627
SNS Financial Group
Minnesota
$281K +$281K +3,840 New
FCH
628
Freestone Capital Holdings
Washington
$280K +$43.4K +594 +18%
CCM
629
Coldstream Capital Management
Washington
$280K +$279K +3,825 New
PP
630
Paloma Partners
Connecticut
$280K +$279K +3,825 New
SP
631
Symmetry Partners
Connecticut
$276K -$68.7K -940 -20%
BSW
632
Buckingham Strategic Wealth
Missouri
$275K -$2.48K -34 -0.9%
BCAM
633
Boston Common Asset Management
Massachusetts
$274K +$274K +3,745 New
CTC
634
Central Trust Company
Missouri
$272K -$14.6K -200 -5%
BFA
635
Brown Financial Advisory
Alabama
$271K
IF
636
Insight Folios
North Carolina
$270K +$15.5K +212 +6%
MAM
637
Madison Asset Management
Wisconsin
$270K +$270K +3,693 New
SSB
638
Sandy Spring Bank
Maryland
$269K
PSP
639
Principal Street Partners
Tennessee
$269K +$3.21K +44 +1%
VCG
640
Vantage Consulting Group
Virginia
$266K
SA
641
Syntax Advisors
New York
$266K +$265K +3,633 New
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$265K +$511 +7 +0.2%
CIC
643
Carnegie Investment Counsel
Ohio
$265K +$24.6K +337 +10%
EI
644
Ellevest Inc
New York
$264K +$3.87K +53 +1%
SFI
645
Siemens Fonds Invest
Germany
$264K +$12.4K +170 +5%
EWA
646
EverSource Wealth Advisors
Alabama
$264K +$264K +3,610 New
M
647
MOTCO
Texas
$261K -$18K -247 -6%
SWM
648
Spire Wealth Management
Virginia
$261K +$68.6K +939 +36%
LOAMS
649
Lombard Odier Asset Management (Switzerland)
Switzerland
$261K +$260K +3,564 New
HWMG
650
Hurlow Wealth Management Group
Indiana
$258K +$13.6K +186 +6%