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Name Holding Trade Value Shares
Change
Change in
Stake
BP
701
Ballentine Partners
Massachusetts
$250K +$254K +3,133 New
BRM
702
Boston Research & Management
Massachusetts
$249K
MSFS
703
Main Street Financial Solutions
Pennsylvania
$248K +$4.71K +58 +2%
EP
704
Edgestream Partners
New Jersey
$246K -$6.3M -77,672 -96%
KFI
705
Key Financial Inc
Pennsylvania
$243K
Rafferty Asset Management
706
Rafferty Asset Management
New York
$242K +$246K +3,028 New
Acadian Asset Management
707
Acadian Asset Management
Massachusetts
$241K -$1.36M -16,697 -85%
PIM
708
Profit Investment Management
Maryland
$241K
MMA
709
Miracle Mile Advisors
California
$240K -$3.9K -48 -2%
BOTW
710
Bank of the West
California
$240K +$243K +2,992 New
FTC
711
Farmers Trust Company
Ohio
$238K -$5.52K -68 -2%
OC
712
Oakworth Capital
Alabama
$237K
NSB
713
Norway Savings Bank
Maine
$233K
ACM
714
Advisors Capital Management
New Jersey
$233K +$237K +2,920 New
CBOR
715
Community Bank of Raymore
Missouri
$232K
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$232K +$29.1K +358 +14%
RT
717
Rockland Trust
Massachusetts
$230K +$2.76K +34 +1%
GC
718
Grimes & Company
Massachusetts
$229K +$812 +10 +0.4%
FCH
719
Freestone Capital Holdings
Washington
$229K +$117K +1,446 +102%
9WM
720
9258 Wealth Management
Ohio
$229K +$232K +2,861 New
LIG
721
Lokken Investment Group
Delaware
$227K +$3.41K +42 +2%
PWP
722
Principle Wealth Partners
Connecticut
$227K +$230K +2,839 New
APP
723
Avantax Planning Partners
Iowa
$226K +$230K +2,832 New
DOA
724
D'Orazio & Associates
Virginia
$224K
PWM
725
Palumbo Wealth Management
New York
$222K -$4.38K -54 -2%