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Name Holding Trade Value Shares
Change
Change in
Stake
EGM
426
Engineers Gate Manager
New York
$314K +$301K +3,149 New
KWM
427
Kingsview Wealth Management
Oregon
$312K +$298K +3,122 New
IFU
428
iSAM Funds (UK)
United Kingdom
$306K +$293K +3,064 New
JWWM
429
Johnson & White Wealth Management
Pennsylvania
$304K +$251K +2,629 New
BFG
430
Bleakley Financial Group
New Jersey
$300K +$287K +3,002 New
CT
431
Coastline Trust
Rhode Island
$299K
JCM
432
Jacobi Capital Management
Pennsylvania
$298K +$1.53K +16 +0.5%
CFP
433
Catalyst Financial Partners
Massachusetts
$298K +$285K +2,981 New
GT
434
Greenleaf Trust
Michigan
$291K -$111K -1,157 -28%
WJWM
435
Williams Jones Wealth Management
New York
$290K -$1.63K -17 -0.6%
PGIM
436
Pacific Global Investment Management
California
$287K -$2.39K -25 -0.9%
PG
437
Pendal Group
Australia
$279K +$267K +2,793 New
AAS
438
Avantax Advisory Services
Texas
$278K +$27.9K +292 +12%
IC
439
IEQ Capital
California
$275K -$130K -1,359 -33%
HAM
440
Hedges Asset Management
Nevada
$274K
CS
441
Comerica Securities
Michigan
$271K +$2.2K +23 +0.9%
CA
442
Cetera Advisors
Colorado
$271K +$259K +2,710 New
CG
443
Caprock Group
Idaho
$269K -$27.4K -287 -10%
MM
444
MQS Management
New York
$269K +$257K +2,693 New
Axa
445
Axa
France
$268K +$257K +2,685 New
OAM
446
Oppenheimer Asset Management
New York
$264K +$253K +2,646 New
Vontobel Holding
447
Vontobel Holding
Switzerland
$258K +$249K +2,601 New
RC
448
Roundview Capital
New Jersey
$258K -$26.3K -275 -10%
CIC
449
Carnegie Investment Counsel
Ohio
$258K
STA
450
Summit Trail Advisors
New York
$256K +$6.21K +65 +3%