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Name Holding Trade Value Shares
Change
Change in
Stake
WB
426
WesBanco Bank
West Virginia
$433K -$993 -17 -0.3%
Bessemer Group
427
Bessemer Group
New Jersey
$426K +$15.9K +272 +4%
NP
428
NorthRock Partners
Minnesota
$418K +$7.18K +123 +2%
VAS
429
Vestmark Advisory Solutions
Massachusetts
$417K +$380K +6,510 New
BTI
430
Blue Trust Inc
Georgia
$417K +$305K +5,222 +180%
HAG
431
HighPoint Advisor Group
Illinois
$415K +$4.44K +76 +1%
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
$413K +$23.8K +407 +7%
CWM
433
Congress Wealth Management
Massachusetts
$410K +$374K +6,400 New
CIBC Private Wealth Group
434
CIBC Private Wealth Group
Georgia
$407K -$32.1K -550 -8%
PPW
435
Parcion Private Wealth
Washington
$407K -$234 -4 -0.1%
PWW
436
Pettyjohn Wood & White
Virginia
$404K -$26.3K -450 -7%
CCM
437
Coldstream Capital Management
Washington
$396K +$35.5K +608 +11%
IWC
438
Integrated Wealth Concepts
Massachusetts
$396K -$30.7K -526 -8%
TSS
439
Two Sigma Securities
New York
$391K +$356K +6,095 New
GT
440
Glenview Trust
Kentucky
$391K
EFS
441
Essex Financial Services
Connecticut
$387K -$8.23K -141 -2%
GIM
442
Grassi Investment Management
California
$385K
BOS
443
Bank of Stockton
California
$385K -$117K -2,000 -25%
IWM
444
IHT Wealth Management
Illinois
$383K +$90K +1,541 +35%
NWAG
445
Net Worth Advisory Group
Utah
$383K +$348K +5,965 New
HWAM
446
Hennion & Walsh Asset Management
New Jersey
$379K -$5.78K -99 -2%
SPFA
447
Summit Place Financial Advisors
New Jersey
$378K
MPM
448
MBB Public Markets
Illinois
$375K -$1.33M -22,800 -80%
VSQM
449
V-Square Quantitative Management
Illinois
$374K +$12.7K +217 +4%
NSIM
450
North Star Investment Management
Illinois
$364K