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Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Claro Advisors
Massachusetts
$268K +$291K +4,934 New
WGA
527
Weather Gauge Advisory
Virginia
$267K +$269K +4,562 New
CFA
528
Carroll Financial Associates
North Carolina
$264K -$19K -323 -7%
PWP
529
Private Wealth Partners
California
$264K
NICM
530
Neo Ivy Capital Management
New York
$260K +$261K +4,433 New
BCA
531
Bay Colony Advisors
Massachusetts
$254K +$255K +4,329 New
IAA
532
Independent Advisor Alliance
North Carolina
$249K +$250K +4,243 New
Acadian Asset Management
533
Acadian Asset Management
Massachusetts
$249K +$250K +4,245 New
SXL
534
Summit X LLC
Missouri
$247K -$467K -7,927 -65%
HTC
535
Haverford Trust Company
Pennsylvania
$247K -$8.43K -143 -3%
AWP
536
Ascent Wealth Partners
New York
$247K -$884 -15 -0.4%
Bessemer Group
537
Bessemer Group
New Jersey
$243K +$203K +3,445 +481%
LWM
538
Lenox Wealth Management
Ohio
$242K +$390K +6,619 +2,781%
BOPW
539
Brandywine Oak Private Wealth
Pennsylvania
$241K +$243K +4,116 New
Mariner
540
Mariner
Kansas
$240K +$253K +4,283 New
FRM
541
Fox Run Management
Connecticut
$238K +$239K +4,054 New
LA
542
Legacy Advisors
Pennsylvania
$234K
LOAME
543
Lombard Odier Asset Management (Europe)
United Kingdom
$234K
BHWM
544
Bay Harbor Wealth Management
Maryland
$233K +$234K +3,974 New
CWS
545
Cypress Wealth Services
California
$230K -$3.77K -64 -2%
KB
546
Kimelman & Baird
New York
$230K
NSEDCP
547
NJ State Employees Deferred Compensation Plan
New Jersey
$230K
FCA
548
FLC Capital Advisors
California
$227K +$228K +3,873 New
WG
549
Winton Group
United Kingdom
$226K -$65.6K -1,113 -22%
CCA
550
Checchi Capital Advisers
California
$225K -$33.1K -561 -13%