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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
351
Clarius Group LLC
Washington
$115K +$142K +10,189 New
PPP
352
Private Portfolio Partners
New Jersey
$114K -$5.12K -367 -4%
CS
353
Credit Suisse
Switzerland
$113K -$32.6K -2,332 -19%
PCP
354
Proficio Capital Partners
Massachusetts
$113K +$140K +10,000 New
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$110K +$2.82K +202 +2%
WAM
356
Westport Asset Management
Connecticut
$109K
PCFFS
357
Pacific Center for Financial Services
California
$97K +$12.6K +901 +12%
PAM
358
Paradigm Asset Management
New York
$94.2K +$33.5K +2,400 +41%
Mitsubishi UFJ Asset Management
359
Mitsubishi UFJ Asset Management
Japan
$94K
ACA
360
Atlas Capital Advisors
Wyoming
$93.4K -$238K -17,048 -67%
BWL
361
Bogart Wealth LLC
Virginia
$93K
TSWM
362
Tyler-Stone Wealth Management
Ohio
$92K
UID
363
Union Investments & Development
Israel
$91K
GWM
364
Geneos Wealth Management
Colorado
$89K -$921 -66 -0.8%
QCG
365
Quadrant Capital Group
Ohio
$88K -$25K -1,793 -19%
HFS
366
HBC Financial Services
Washington
$88K -$12K -863 -10%
CG
367
Cutler Group
California
$87K +$69.5K +4,980 +183%
PI
368
PEAK6 Investments
Illinois
$84K -$489K -34,993 -82%
HNB
369
Huntington National Bank
Ohio
$84K +$9.76K +699 +10%
Bessemer Group
370
Bessemer Group
New Jersey
$76K -$6.79K -486 -7%
LWCFA
371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K
GRP
372
Global Retirement Partners
California
$71K -$8.49K -608 -9%
TF
373
Tompkins Financial
New York
$63K +$321 +23 +0.4%
SSG
374
Summit Securities Group
New York
$61K -$12.6K -900 -14%
CIM
375
Contravisory Investment Management
Massachusetts
$61K